DY vs XYL
Dycom Industries vs Xylem Inc. — AI-powered side-by-side comparison
DY
Dycom Industries
69
Buy
VS
| Metric | DY | XYL |
| AI Score |
69
|
69
|
| Price |
$408.47
|
$120.36
|
| P/E Ratio |
38.42×
|
28.65×
|
| ROE |
15.1%
|
8.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
19.6%
|
39.2%
|
| Debt / Equity |
1.58×
|
0.28×
|
| Dividend Yield |
0.0%
|
1.4%
|
| RSI (14) |
47.7
|
50.7
|
| Beta |
1.503
|
1.023
|
| Expected Upside |
+8.8%
|
+8.1%
|
AI Committee View
Current Innellis committee reasoning for DY versus XYL.
The committee scores are tied.
DY and XYL both score 69/100.
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.
XYL Committee View
80% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- News sentiment is positive (+0.47 across 35 articles, 14d) — News
Bear Case
- MACD histogram negative -- bearish momentum — Technical