Dycom Industries, Inc. (DY) vs Jacobs Solutions Inc. (J)

Dycom Industries, Inc. and Jacobs Solutions Inc. are both Engineering & Construction companies. Jacobs Solutions Inc. is the larger, with a market value of $16.6B against $7.8B — 2.1× the size. Dycom Industries, Inc. trades at the lower P/E: 22.8× against 49.7×. Dycom Industries, Inc. grew revenue faster over the last twelve months: 37.8% against 20.1%. Dycom Industries, Inc. has the higher net margin (4.79% vs 2.38%) and the higher return on invested capital (7.37% vs 7.19%). Across the 22 metrics below, Dycom Industries, Inc. leads on 18 and Jacobs Solutions Inc. on 4.

Valuation

Metric DY J Engineering & Construction median
P/E 22.83 49.68 29.24
P/S 1.11 1.17 1.09
P/B 3.70 5.11 3.39
Price to free cash flow 15.72 25.59 24.81
EV/EBITDA 10.99 22.48 14.38
EV/Sales 1.47 1.39 1.37
Earnings yield 4.38% 2.01% 2.83%
Free cash flow yield 6.36% 3.91% 2.28%

Profitability

Metric DY J Engineering & Construction median
Gross margin 20.53% 22.07% 18.76%
Operating margin 7.78% 4.57% 6.26%
Net margin 4.79% 2.38% 2.23%
Free cash flow margin 7.05% 4.56% 1.83%
Return on equity 19.20% 9.56% 7.90%
Return on assets 6.75% 2.92% 0.87%
Return on invested capital 7.37% 7.19% 2.52%

Growth

Metric DY J Engineering & Construction median
Revenue growth (TTM) 37.79% 20.14% 16.67%
EPS growth (last fiscal year) 20.71% (62.34%) 13.42%
Revenue growth, 5-year CAGR 11.63% (2.38%) 11.76%
Net income growth, 5-year CAGR 52.28% (10.07%) 0.00%

Health

Metric DY J Engineering & Construction median
Debt to equity 1.37 1.10 0.40
Current ratio 2.35 1.29 1.39
Net debt to EBITDA 3.01 0.91 0.38

Dividend

Metric DY J Engineering & Construction median
Dividend yield — 0.99% 0.63%
Payout ratio — 0.50 0.17

Size

Metric DY J Engineering & Construction median
Market cap 7.77b 16.62b 1.09b

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