Dycom Industries, Inc. (DY) vs MSC Industrial Direct Co., Inc. (MSM)
A side-by-side comparison of Dycom Industries, Inc. and MSC Industrial Direct Co., Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 4, 2026. Differences are shown without an overall score or investment verdict.
DY
Dycom Industries, Inc.
$273.75IndustrialsDelayed quote: Oct 2, 2026, 4:00 PM EDT
MSM
MSC Industrial Direct Co., Inc.
$130.12IndustrialsDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — DY vs MSM
growth of $100 · dividends reinvested · last 10yDY +233.1% (+12.8%/yr)MSM +184.5% (+11.0%/yr)DY compounded faster over this window
DY MSM
DY vs MSM: by the numbers
- •DY is the larger company ($8.22B vs $7.27B market cap).
- •DY trades at the lower trailing earnings multiple (25.00 vs 31.43 P/E), one valuation lens rather than an overall verdict.
- •MSM converts more revenue to profit (5.90% vs 4.79% net margin).
- •DY grew revenue faster over the past five years (17.46% vs 4.34% CAGR).
- •MSM pays a dividend (2.67% yield), while DY has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | DY | MSM |
|---|---|---|
| P/E ratio | 25.00 | 31.43 |
| Forward P/E | 16.05 | 23.70 |
| PEG ratio | 0.46 | N/A |
| P/S ratio | 1.19 | 1.86 |
| P/B ratio | 3.98 | 5.12 |
| EV / EBITDA | 9.24 | 17.47 |
| FCF yield | 5.70% | 3.03% |
Profitability
| Metric | DY | MSM |
|---|---|---|
| Gross margin | 18.96% | 40.82% |
| Operating margin | 11.70% | 8.80% |
| Net margin | 4.79% | 5.90% |
| ROE | 15.97% | 16.24% |
| ROIC | 11.93% | 12.36% |
Dividends
| Metric | DY | MSM |
|---|---|---|
| Dividend yield | N/A | 2.67% |
| Payout ratio | N/A | 84.06% |
Growth (annualized)
| Metric | DY | MSM |
|---|---|---|
| Revenue CAGR (5Y) | 17.46% | 4.34% |
| EPS CAGR (5Y) | 55.03% | -4.65% |
| FCF CAGR (5Y) | 21.99% | 5.48% |
| Total return CAGR (5Y) | 30.18% | 14.01% |
Frequently asked
- Which has the lower trailing P/E, DY or MSM?
- DY has the lower trailing P/E: DY trades at 25.00 and MSM at 31.43. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, DY or MSM?
- Over the past five years, DY grew revenue faster — DY at a 17.46% CAGR versus MSM at 4.34%.
- Does DY or MSM pay a bigger dividend?
- MSM pays a dividend (2.67% yield), while DY has no payments in the available dividend history.
- Is DY or MSM more profitable?
- MSM runs the higher net margin — DY at 4.79% versus MSM at 5.90%.
- How have DY and MSM total returns compared?
- Over the past 10 years, DY delivered 12.84% and MSM delivered 10.82% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Dycom Industries P/E ratioMSC Industrial Direct P/E ratioMSC Industrial Direct dividend yieldDycom Industries ROEMSC Industrial Direct ROEDycom Industries operating marginMSC Industrial Direct operating marginDycom Industries revenue growthMSC Industrial Direct revenue growthDycom Industries free cash flowMSC Industrial Direct free cash flow
Dycom Industries & MSC Industrial Direct appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 4, 2026.