DY vs EXPD
Dycom Industries vs Expeditors International — AI-powered side-by-side comparison
DY
Dycom Industries
69
Buy
VS
EXPD
Expeditors International
68
Buy
| Metric | DY | EXPD |
|---|
| AI Score |
69
|
68
|
| Price |
$408.47
|
$178.82
|
| P/E Ratio |
38.42×
|
25.94×
|
| ROE |
15.1%
|
34.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
19.6%
|
23.9%
|
| Debt / Equity |
1.58×
|
0.27×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
47.7
|
60.7
|
| Beta |
1.503
|
1.038
|
| Expected Upside |
+8.8%
|
—
|
AI Committee View
Current Innellis committee reasoning for DY versus EXPD.
DY leads by 1 points.
DY scores 69/100 (Buy) versus EXPD at 68/100 (Buy).
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.
EXPD Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 25.3 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 40.7% shows genuine earnings power backing the valuation — Value
- 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 25.3 is moderate-to-rich — Value
- Price-to-book of 8.5x prices in significant intangible value — Value