DY vs LECO
Dycom Industries vs Lincoln Electric — AI-powered side-by-side comparison
DY
Dycom Industries
69
Buy
VS
LECO
Lincoln Electric
68
Buy
| Metric | DY | LECO |
|---|
| AI Score |
69
|
68
|
| Price |
$408.47
|
$282.06
|
| P/E Ratio |
38.42×
|
27.92×
|
| ROE |
15.1%
|
35.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
19.6%
|
36.0%
|
| Debt / Equity |
1.58×
|
0.74×
|
| Dividend Yield |
0.0%
|
1.1%
|
| RSI (14) |
47.7
|
73.3
|
| Beta |
1.503
|
1.211
|
| Expected Upside |
+8.8%
|
+9.9%
|
AI Committee View
Current Innellis committee reasoning for DY versus LECO.
DY leads by 1 points.
DY scores 69/100 (Buy) versus LECO 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.
LECO Committee View
80% agreement
5 analysts
The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is bollinger bandwidth of 18.0% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- 3 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
- RSI at 73 is in overbought territory — Technical
- Bollinger bandwidth of 18.0% signals elevated volatility — Risk