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 $15.8B against $8.2B — 1.9× the size. Dycom Industries, Inc. trades at the lower P/E: 24.4× against 48.7×. 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 17 and Jacobs Solutions Inc. on 5.

Valuation

Metric DY J Engineering & Construction median
P/E 24.44 48.72 28.59
P/S 1.19 1.15 1.15
P/B 3.96 5.01 3.96
Price to free cash flow 16.83 25.10 25.24
EV/EBITDA 11.58 22.11 14.87
EV/Sales 1.55 1.37 1.42
Earnings yield 4.09% 2.05% 2.47%
Free cash flow yield 5.94% 3.98% 1.91%

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%) —
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 — 0.80% 0.65%
Payout ratio 0.00 0.17 0.00

Size

Metric DY J Engineering & Construction median
Market cap 8.22b 15.84b 1.31b

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