COMP <GO>
DY vs TMO // OPERATING MARGIN
Dycom Industries Inc. (NYSE) VS. Thermo Fisher Scientific Inc (NYSE) • 15-METRIC TALLY: DY 5
— TMO 7
▲ OPERATING MARGIN LEADER: TMO
LAST: $239.66 (+2.42%) • MKT CAP: $7.23B
operating-margins
6.20%
LAST: $709.18 (+0.71%) • MKT CAP: $262.22B
operating-margins
17.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DY VS. TMO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DY | TMO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.80% | 9.30% | -2.50 | TMO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.0x | 30.4x | -13.40 | DY | /valuation <GO> |
| Free Cash Flow Yield | 5.56% | 2.40% | +3.16 | DY | /fcf-yield <GO> |
| Operating Margin ACTIVE | 6.20% | 17.40% | -11.20 | TMO | /operating-margins <GO> |
| Net Profit Margin | 5.10% | 15.10% | -10.00 | TMO | /net-margins <GO> |
| Revenue Growth (YoY) | 17.90% | 3.90% | +14.00 | DY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.24% | -0.24 | TMO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.86 | 4.50 | -1.64 | TMO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.0 | 62.9 | -22.90 | TMO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.94 | +0.13 | DY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.6x | 36.3x | -14.70 | DY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.23B | $262.22B | -$254.99B | TMO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DY REV | TMO REV | DY GROSS % | TMO GROSS % | DY FCF | TMO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.55B | $44.56B | — | — | $401.7M | $6.29B |
| FY 2024 | $4.70B | $42.88B | — | — | $98.6M | $7.27B |
| FY 2023 | $4.18B | $42.86B | — | — | $71.1M | $6.48B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DY // BETA 1.07
TMO // BETA 0.94