AME vs DY
Ametek vs Dycom Industries — AI-powered side-by-side comparison
VS
DY
Dycom Industries
69
Buy
| Metric | AME | DY |
|---|
| AI Score |
67
|
69
|
| Price |
$253.84
|
$408.47
|
| P/E Ratio |
36.92×
|
38.42×
|
| ROE |
13.9%
|
15.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
36.6%
|
19.6%
|
| Debt / Equity |
0.21×
|
1.58×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
70.8
|
47.7
|
| Beta |
0.99
|
1.503
|
| Expected Upside |
—
|
+8.8%
|
AI Committee View
Current Innellis committee reasoning for AME versus DY.
DY leads by 2 points.
DY scores 69/100 (Buy) versus AME at 67/100 (Buy).
AME Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.21) -- balance sheet can absorb a shock. The main limiting factor is p/e of 36.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 36.9 is moderate-to-rich — Value
- Price-to-book of 4.4x prices in significant intangible value — Value
- RSI at 71 is in overbought territory — Technical
DY Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 17.9% downside vs 8.8% upside.