DY vs J

Dycom Industries, Inc. and Jacobs Solutions, both Industrials

Jacobs Solutions is the larger company at $14B against $14B. On trailing earnings DY is the cheaper of the two at a P/E of 29.7 against 53.2, a gap that is only a bargain if the two are growing at similar rates. Over the past year DY returned +13% against +4.2% for J.

Dycom Industries, Inc. and Jacobs Solutionscompared on valuation, return and Ryufin’s Smart Score
FigureDYJ
Last close$311$152
Market cap$14B$14B
Trailing P/Elower is cheaper for the same earnings, not automatically better29.753.2
1-year return+13%+4.2%
5-year return+357%+41%
Ryufin Smart Scoresector-relative, 1–106/106/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Dycom Industries, Inc.

Revenue of $2.0B in Q1 2027, net income $91M.

Jacobs Solutions

Revenue of $4.1B in Q3 2026, net income $137M. Its largest reported line is Infrastructure Advanced Facilities, 90% of the disclosed total.

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