Análisis Argos
DY
DYCara
Dycom Industries, Inc. · Industrials
US$ 401.87
precio al 2026-07-28
Valor justo Argos*
US$ 262
vs. su valor justo
▼−35%
Score Argos
39/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (10.2%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 20% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO4/6PASADO4/6SALUD3/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO4/6SALUD3/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos39de 100Cara
Ingresos▲18%
US$ 5.6 B
Margen operativo▲74%
12.5%
Flujo de caja libre▲300%
US$ 0.4 B
Deuda neta
US$ 2.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 12.1B
P/E42.9x
EV/EBITDA14.9x
FCF yield3.3%
ROIC12.8%
Margen operativo12.5%
Crecim. ingresos+17.9%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 9 jul
Will Fiber Infrastructure Expansion Enhance Dycom's Growth Prospects?
Dycom Industries, Inc. DY is benefiting from rising fiber infrastructure activity as customers expand fiber-to-the-home networks and invest in long-haul and middle-mile builds. Broader deployment programs across multiple geographies are creating additional work opportunities, while multiyear customer plans provide a favorable backdrop for the Communications segment.
zacks.com · 9 jul
Best Growth Stocks to Buy for July 9th
BMA, FIVE, and DY it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 9, 2026.
seekingalpha.com · 8 jul
Dycom Industries, Inc. (DY) Discusses Demand Drivers and Growth Prospects in Infrastructure Build Cycles Transcript
Dycom Industries, Inc. (DY) Discusses Demand Drivers and Growth Prospects in Infrastructure Build Cycles Transcript
gurufocus.com · 7 jul
Dycom Industries Inc (DY) Shares Fall 4.1% -- GF Value Says Still Overvalued
On July 07, 2026, Dycom Industries Inc (DY) shares fell 4.1% today, currently trading at $413.15. The stock has experienced significant volatility, with a 52-we
zacks.com · 7 jul
Dycom Stock Trades at a Discount to the Industry: Right Time to Buy?
Dycom Industries, Inc. DY is currently trading below the Zacks Building Products - Heavy Construction industry, with a forward 12-month price-to-earnings (P/E) ratio of 24.08, but above the broader Zacks Construction sector. The industry's average currently is 25.48, while the sector's valuation is 21.59.
zacks.com · 2 jul
4 Infrastructure-Driven Heavy Construction Stocks to Buy Now
Growth in telecom, data centers and energy to aid EME, MTZ, DY & TPC in the Zacks Building Products - Heavy Construction industry.
zacks.com · 2 jul
Is Dycom's Backlog Expansion Improving Long-Term Revenue Visibility?
Dycom Industries, Inc. DY is strengthening long-term revenue visibility through a growing backlog supported by broad-based demand across communications and digital infrastructure markets. A larger and more diversified project pipeline, combined with longer customer commitments, provides greater confidence in future revenue generation while reinforcing the company's multiyear growth outlook.
zacks.com · 1 jul
5 Relative Price Strength Stocks to Buy for the Second Half
NBIX, MYRG, XYZ, DK and DY show strong relative price strength, upbeat estimate revisions and solid fundamentals heading into the second half.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.