Professional
Added to YB: 2023-12-04
Pitch date: 2023-11-16
DY [bullish]
Dycom Industries, Inc.
+301.6%
current return
Author Info
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Company Info
Dycom Industries, Inc. provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States.
Market Cap
$10.3B
Pitch Price
$86.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.23
P/E
35.06
EV/Sales
2.17
Sector
Construction and Engineering
Category
growth
Show full summary:
SouthernSun Small Cap: Dycom
DY -7% on AT&T/Frontier slowdown despite solid Q (+7% rev, +25% EBITDA). Mgmt sees flat near-term but strong 2024 on gov funding. Margins improving w/ more upside. CEO Nielsen has deep industry knowledge. Only 43% US fiber penetration = long runway. DY well positioned.
Read full article (1 min)