Dycom Industries, Inc. DY

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
66/100
Moderate

Ranked against 48 peers in Engineering & Construction

About Dycom Industries, Inc.

Dycom Industries, Inc. provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; placement of cables, related structures, and drop lines for telephone companies and cable multiple system operators; program … Full DY analysis →

Key strengths

  • Consistent Cash Generation Cash generation is strong and consistent (score 0.73).
  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.77), suggesting sticky customer base.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
64
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where DY ranks in Engineering & Construction

Dycom Industries, Inc. ranks #10 of 49 scored companies in Engineering & Construction by moat score — the top 20%. The widest moat in the group is Sterling Infrastructure, Inc. (STRL) at 79/100.

# Company Moat score Rating
6 EMCOR Group, Inc. EME 72/100 Moderate
7 IES Holdings, Inc. IESC 72/100 Moderate
8 Stantec Inc STN 71/100 Moderate
9 Everus Construction Group, Inc. ECG 67/100 Moderate
10 Dycom Industries, Inc. DY 66/100 Moderate
11 Tetra Tech, Inc. TTEK 65/100 Moderate
12 Arcosa, Inc. ACA 64/100 Moderate
13 Great Lakes Dredge & Dock Corpo GLDD 63/100 Moderate
14 Cadeler A/S CDLR 63/100 Moderate

See every General Corporate company ranked by moat score →

How DY scores on the Corporate Default defenses

Pricing Power

Score 64 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 66 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 75 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 56 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 70 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 68 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding DY's moat

What is Dycom Industries, Inc.'s moat score?

Dycom Industries, Inc. (DY) scores 66 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #10 of 49 scored companies in Engineering & Construction, the top 20%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 48 companies in Engineering & Construction. Its strongest defense is Customer Stickiness (75/100) and its weakest is Capital Efficiency (56/100).

How does Dycom Industries, Inc. compare with other Engineering & Construction companies?

Dycom Industries, Inc. ranks #10 of 49 scored companies in Engineering & Construction by moat score. The widest moat in Engineering & Construction is Sterling Infrastructure, Inc. (STRL) at 79/100. The companies ranked closest are Everus Construction Group, Inc. (ECG) at 67 just above it and Tetra Tech, Inc. (TTEK) at 65 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 48 companies in Engineering & Construction. The defenses are then weighted to produce the overall score out of 100.

Why is Dycom Industries, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Dycom Industries, Inc.?

The Corporate Default template measures 6 defenses, and DY scores: Pricing Power (64), Cost Advantage (66), Customer Stickiness (75), Capital Efficiency (56), Resilience (70), Scale & Market Position (68). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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