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DCF valuation

What is Dycom Industries Inc worth?

With the base-case assumptions below, a discounted cash flow model on Dycom Industries Inc's reported free cash flow gives $240.81 per share. The share price was $271.52 on September 25, 2026, 13% above that value.

Inputs from the filings

Free cash flow, fiscal 2026
$401.7M
Average free cash flow, last 5 years
$131.3M
Cash
$340.1M
balance sheet of August 1, 2026
Debt
$2.82B
balance sheet of August 1, 2026
Diluted shares, fiscal 2026
29,423,339
Revenue growth per year, last 6 years
9.6%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear4.5%3.5%2.0%10.0%$117.90-57%
Base9.5%6.0%2.5%9.0%$240.81-11%
Bull14.5%9.0%3.0%8.0%$485.82+79%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$333.25$361.70$396.46$439.92$495.80
8.0%$264.10$282.54$304.34$330.50$362.48
9.0%$213.64$226.25$240.81$257.79$277.85
10.0%$175.27$184.24$194.41$206.02$219.43
11.0%$145.15$151.73$159.08$167.35$176.72

Where the presets come from

Base: years 1 to 5 grow at Dycom Industries Inc's revenue growth rate over the last 6 fiscal years (9.6% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Dycom Industries Inc company page