Dycom Industries (DY)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $8.1B, Dycom Industries's free cash flow of $402M (fiscal 2026) would need to grow about 5% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 10 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Dycom Industries's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from DY's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Dycom Industries's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Revenue | $3.1B | $3.8B | $4.2B | $4.7B | $5.5B |
| Net income | $49M | $142M | $219M | $233M | $281M |
| Free cash flow | $152M | -$36M | $40M | $99M | $402M |
| EPS (diluted) | $1.57 | $4.74 | $7.37 | $7.92 | $9.56 |
| Operating margin | 2.6% | 5.5% | 7.7% | 7.2% | 7.7% |
Superinvestors who own DY
From each investor's latest 13F filing (what a 13F shows). 3 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Trimmed | $18M | 0.01% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Trimmed | $14M | 0.02% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | $1M | 0.01% | Q2 2026 |
Insider buying
Open-market purchases by Dycom Industries's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Sep 23, 2026 | Carmen M Sabater Director |
350 | $280.62 | $98,217 |
| Sep 9, 2026 | Daniel S Peyovich President & CEO |
850 | $296.76 | $252,246 |
| Sep 1, 2026 | David Joseph Fallon Director |
700 | $286.92 | $200,844 |
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In the full deep dive
Questions
What growth does Dycom Industries's stock price imply?
At a market value of $8.1B, Dycom Industries would need its free cash flow to grow about 5% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 10 years its free cash flow grew 16% a year.
Are Dycom Industries insiders buying the stock?
3 open-market insider purchases of DY in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Dycom Industries?
3 of the superinvestors Investingly tracks hold DY in their latest 13F, including Cliff Asness, Jean-Marie Eveillard, Mario Gabelli.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.