MetaCap

Dycom Industries (DY) vs Sterling Infrastructure (STRL)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

Sterling Infrastructure (STRL) has outperformed Dycom Industries (DY) over the past year, gaining 49.2% versus a loss of 2.4%. Over five years, STRL leads with a +2151.8% price change compared with +297.6% for DY. Sterling Infrastructure is the larger company by market cap ($16.34 billion vs $8.52 billion), about 1.9 times the size, while Dycom Industries is growing revenue faster (+17.9% vs +17.7%).

On valuation, Dycom Industries trades at a lower forward P/E (13.6x vs 21.0x for Sterling Infrastructure). Sterling Infrastructure converts more of its revenue into profit, with a net margin of 11.7% versus 5.1%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

DY-3.23%STRL+47.45%
+192%+81%-30%
Oct 6, 20251 yearOct 7, 2026
DY+298.79%STRL+2125.82%
+3860%+1834%-192%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

DY versus STRL key metrics
MetricDYSTRL
Share price$282.46$534.13
Market cap$8.52B$16.34B
1-day change-2.74%-5.24%
YTD return-17.33%+69.86%
1-year return-2.43%+49.23%
5-year return+297.59%+2151.84%
P/E ratio (TTM)25.8038.48
Forward P/E13.5921.03
EPS (TTM)$10.95$13.88
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$5.55B$2.49B
Revenue growth (YoY)+17.95%+17.69%
Net income (latest FY)$281.19M$290.15M
Gross margin20.56%22.98%
Operating margin—16.30%
Net margin5.07%11.65%
52-week high$566.47$1,005.68
52-week low$263.36$281.58
Distance from 52-week high-50.14%-46.89%
Analyst consensusstrong_buystrong_buy
Avg. price target upside+84.42%+58.28%
Average volume580.30K652.77K
Shares outstanding30.16M30.59M
Employees19,5566,200
SectorIndustrialsIndustrials
IndustryWater Sewer Pipeline Comm & Power Line ConstructionMilitary/Government/Technical

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • STRL has outperformed DY by 51.7 percentage points over the past year.
  • Sterling Infrastructure trades at a higher earnings multiple (38.5x vs 25.8x trailing P/E).
  • Sterling Infrastructure is more profitable, keeping 11.7 cents of every revenue dollar as net income versus 5.1 cents for Dycom Industries.

About Dycom Industries

DY stock →

Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States.

Industrials · Water Sewer Pipeline Comm & Power Line Construction · 19,556 employees

About Sterling Infrastructure

STRL stock →

Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

Industrials · Military/Government/Technical · 6,200 employees

DY vs STRL FAQ

Which is bigger, Dycom Industries or Sterling Infrastructure?

Sterling Infrastructure (STRL) is larger, with a market capitalization of $16.34B compared with $8.52B for Dycom Industries (DY).

Which stock has performed better over the past year, DY or STRL?

STRL returned +49.23% over the past 12 months, compared with -2.43% for DY (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, DY or STRL?

DY has the lower trailing P/E at 25.8, versus 38.5 for STRL. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Are Dycom Industries and Sterling Infrastructure in the same industry?

Both are in the Industrials sector, but in different industries: Water Sewer Pipeline Comm & Power Line Construction for Dycom Industries and Military/Government/Technical for Sterling Infrastructure.

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