DYCOM INDUSTRIES, INC. vs COMFORT SYSTEMS USA, INC., two Engineering & Construction stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DY and FIX diverge most: on debt / equity, DY reads 1.37 and FIX reads 0.02; on p/b, DY reads 3.96 and FIX reads 18.80. The rest of the comparable metrics sit closer together. On valuation, today's DY price has a different growth bar priced in than FIX (+21.0% implied for DY vs +41.7% for FIX); the higher figure is the steeper assumption to clear, not a better or worse stock. What FIX's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DY | FIX |
|---|---|---|
| Price | $269.27 | $1715.98 |
| Market cap | $8.2B | $60.5B |
| Sector | Engineering & Construction | Engineering & Construction |
| Stage | Growth | Growth |
| Implied growth (priced in) | +21.0% | +41.7% |
| P/E | 24.6 | 42.2 |
| P/B | 3.96 | 18.80 |
| P/S | 1.19 | 5.39 |
| EV/EBITDA | 28.2 | 29.3 |
| Revenue growth | +37.5% | +45.9% |
| Gross margin | — | 25.9% |
| Operating margin | — | 17.1% |
| Net margin | 4.8% | 12.8% |
| Return on equity | 16.0% | 44.6% |
| Return on assets | 5.0% | 16.9% |
| Return on invested capital | — | 44.1% |
| FCF yield | 5.7% | 3.6% |
| Dividend yield | — | 0.1% |
| Debt / equity | 1.37 | 0.02 |
| Current ratio | 2.35 | 1.21 |
| Altman Z (solvency) | 2.83 | 8.23 |
| Piotroski F (quality) | 5 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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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.