DY vs WMS
Dycom Industries vs Advanced Drainage Systems — AI-powered side-by-side comparison
DY
Dycom Industries
69
Buy
VS
WMS
Advanced Drainage Systems
67
Buy
| Metric | DY | WMS |
|---|
| AI Score |
69
|
67
|
| Price |
$408.47
|
$144.02
|
| P/E Ratio |
38.42×
|
24.69×
|
| ROE |
15.1%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
19.6%
|
37.6%
|
| Debt / Equity |
1.58×
|
24.57×
|
| Dividend Yield |
0.0%
|
0.5%
|
| RSI (14) |
47.7
|
47.4
|
| Beta |
1.503
|
1.262
|
| Expected Upside |
+8.8%
|
+1.1%
|
AI Committee View
Current Innellis committee reasoning for DY versus WMS.
DY leads by 2 points.
DY scores 69/100 (Buy) versus WMS at 67/100 (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.
WMS Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is price-to-book of 5.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 23.4% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 5.5x prices in significant intangible value — Value