DYCOM INDUSTRIES, INC. vs EMCOR Group, Inc., two Engineering & Construction stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DY and EME diverge most: on debt / equity, DY reads 1.37 and EME reads 0.00; on return on assets, DY reads 5.0% and EME reads 14.2%. The rest of the comparable metrics sit closer together. On valuation, today's DY price has a different growth bar priced in than EME (+21.0% implied for DY vs +14.4% for EME); the higher figure is the steeper assumption to clear, not a better or worse stock. What EME's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DY | EME |
|---|---|---|
| Price | $269.27 | $788.94 |
| Market cap | $8.2B | $35.1B |
| Sector | Engineering & Construction | Engineering & Construction |
| Stage | Growth | Growth |
| Implied growth (priced in) | +21.0% | +14.4% |
| P/E | 24.6 | 24.6 |
| P/B | 3.96 | 8.62 |
| P/S | 1.19 | 1.89 |
| EV/EBITDA | 28.2 | 16.0 |
| Revenue growth | +37.5% | +18.9% |
| Gross margin | — | 19.8% |
| Operating margin | — | 10.6% |
| Net margin | 4.8% | 7.7% |
| Return on equity | 16.0% | 35.3% |
| Return on assets | 5.0% | 14.2% |
| Return on invested capital | — | 34.6% |
| FCF yield | 5.7% | 3.3% |
| Dividend yield | — | 0.1% |
| Debt / equity | 1.37 | 0.00 |
| Current ratio | 2.35 | 1.28 |
| Altman Z (solvency) | 2.83 | 6.57 |
| Piotroski F (quality) | 5 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.