DY vs FIX
Dycom Industries vs Comfort Systems USA — AI-powered side-by-side comparison
DY
Dycom Industries
69
Buy
VS
FIX
Comfort Systems USA
66
Buy
| Metric | DY | FIX |
|---|
| AI Score |
69
|
66
|
| Price |
$408.47
|
$1,692.86
|
| P/E Ratio |
38.42×
|
41.64×
|
| ROE |
15.1%
|
41.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
19.6%
|
25.7%
|
| Debt / Equity |
1.58×
|
0.10×
|
| Dividend Yield |
0.0%
|
0.2%
|
| RSI (14) |
47.7
|
45.2
|
| Beta |
1.503
|
1.66
|
| Expected Upside |
+8.8%
|
+22.4%
|
AI Committee View
Current Innellis committee reasoning for DY versus FIX.
DY leads by 3 points.
DY scores 69/100 (Buy) versus FIX at 66/100 (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.
FIX Committee View
67% agreement
6 analysts
The primary driver is revenue growing 46.1% yoy -- genuine top-line momentum. The main limiting factor is p/e of 41.6 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 53.5% shows genuine earnings power backing the valuation — Value
- Revenue growing 46.1% YoY -- genuine top-line momentum — Growth
- EPS growing 108.9% YoY — Growth
Bear Case
- P/E of 41.6 is expensive by classic value standards — Value
- Price-to-book of 13.4x prices in significant intangible value — Value
- Bollinger bandwidth of 15.6% signals elevated volatility — Risk