Dycom Industries vs Comfort Systems USA
DY and FIX side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DY and FIX compare
Comfort Systems USA is the larger company, worth 6.3 times as much as Dycom Industries ($43.4B against $6.9B).
On earnings, Dycom Industries is cheaper: it trades at 20.7× trailing earnings, against 30.3× for Comfort Systems USA.
Comfort Systems USA grew revenue faster over the last twelve months (46.1% versus 37.8% for Dycom Industries).
Comfort Systems USA keeps more of each dollar of sales as profit, with a net margin of 12.8% compared with 4.8% at Dycom Industries.
Comfort Systems USA pays a dividend yielding 0.24%; Dycom Industries does not pay one.
Comfort Systems USA scores higher on the StockData Score (18 against 14 for Dycom Industries), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DY | FIX |
|---|---|---|
| Size and price | ||
| Market cap | $6.9B | $43.4B |
| Share price | $227.70 | $1232.66 |
| Change, 1 year | −21.1% | 22.0% |
| Change, 5 years | 171% | 1145% |
| Beta (5Y) | 0.95 | 1.41 |
| Employees | 20K | 23K |
| StockData Score | ||
| Total score | 14 | 18 (better) |
| Valuation score | 3 (better) | 0 |
| Growth score | 4 (better) | 3 |
| Performance score | 5 | 5 |
| Health score | 2 | 6 (better) |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 20.7× (better) | 30.3× |
| P/S | 1.0× (better) | 3.9× |
| P/B | 3.3× (better) | 13.5× |
| EV/EBITDA | – | 55.9× |
| P/FCF | 14.7× (better) | 20.1× |
| PEG | 0.79 | 0.49 (better) |
| FCF yield | 6.8% (better) | 5.0% |
| Fair value | $283.10 | $678.66 |
| Margin of safety | 19.6% (better) | −81.6% |
| Growth | ||
| Revenue growth (TTM) | 37.8% | 46.1% (better) |
| Revenue growth, 5Y average | 11.6% (better) | −8.5% |
| Net income growth (TTM) | 26.3% | 107% (better) |
| EPS growth (TTM) | 23.5% | 109% (better) |
| EPS growth, 5Y average | 55.0% (better) | 47.8% |
| Profitability | ||
| Gross margin | 20.5% (better) | 9.7% |
| Operating margin | – | 6.6% |
| Net margin | 4.8% | 12.8% (better) |
| FCF margin | 6.8% | 19.2% (better) |
| Return on equity | 19.2% | 55.3% (better) |
| Return on invested capital | – | 23.8% |
| Financial health | ||
| Debt / equity | 1.37 | 0.02 (better) |
| Net debt / EBITDA | – | −2.42 |
| Interest coverage | – | 79.1× |
| Current ratio | 2.35 (better) | 1.21 |
| Altman Z-score | 2.65 | 7.25 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 0.24% |
| Payout ratio | – | 6.4% |
| Years of dividend growth | – | 13 |
| Dividend growth, 5Y average | – | 35.6% |
| Buyback yield | 0.52% (better) | 0.26% |
| Shareholder yield | 0.52% (better) | 0.50% |
| Ownership | ||
| Held by institutions | 93.0% | 92.7% |
| Held by insiders | 1.4% | 1.1% |
| Insider net buying, 12 months | −$708K (better) | −$172M |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 5.0% | 2.4% |
Go deeper
- DY stock overview
- DY income statement
- DY valuation and score
- FIX stock overview
- FIX income statement
- FIX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.