Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · View financials
Decision snapshot: DY stock price vs ACGL: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at ACGL's multiple
Needs ACGL P/E.
Implied fair value · at DY's multiple
Needs DY P/E.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: DY FY 2026 (ended Jan 31, 2026) · ACGL FY 2025 (ended Dec 31, 2025). Fiscal years are not aligned.
Trendline
Six fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
DYCOM INDUSTRIES, INC. · implied price per share
Bear
$57.16
Base
$67.24
Bull
$77.33
ARCH CAPITAL GROUP LTD. · implied price per share
Bear
$30.67
Base
$36.08
Bull
$41.49
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
1.51x
2.26x
Net debt / EBITDA
Leverage against operating earnings
2.99x
5.81x
Cash and equivalents
Liquid reserves on the balance sheet
$709.17M
$21.91B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
$2.81B
$54.60B
Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe DY can sustain unusually high multiple expansion through major margin improvement and continued rapid growth, then avoid assuming the valuation gap will close quickly because the current P/E, EV/EBITDA, and DCF comparisons all imply substantial downside from today’s price.
DY trades at 45.8x P/E versus ACGL at 8.8x, yet the valuation model implies only $84.23 per share for DY, or -80.8% downside from the current $437.76 price. The current price is also above the top of ACGL-implied range and far above the DCF range, suggesting the market is pricing in a very aggressive growth or margin improvement outlook.
Supporting Metrics
