Comparing Cadeler A/S (NYSE:CDLR) and Dycom Industries (NYSE:DY)

Dycom Industries (NYSE:DY) and Cadeler A/S (NYSE:CDLR) are both mid-cap industrials companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, valuation, analyst recommendations, profitability, dividends, institutional ownership and risk.

Insider and Institutional Ownership

98.3% of Dycom Industries shares are owned by institutional investors. Comparatively, 53.0% of Cadeler A/S shares are owned by institutional investors. 1.2% of Dycom Industries shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Analyst Ratings

This is a summary of current ratings for Dycom Industries and Cadeler A/S, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Dycom Industries	0	2	10	0	2.83
Cadeler A/S	0	3	0	0	2.00

Dycom Industries presently has a consensus price target of $502.92, indicating a potential upside of 85.99%. Given Dycom Industries’ stronger consensus rating and higher probable upside, equities research analysts plainly believe Dycom Industries is more favorable than Cadeler A/S.

Profitability

This table compares Dycom Industries and Cadeler A/S’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Dycom Industries	4.79%	25.30%	8.39%
Cadeler A/S	27.45%	12.58%	5.95%

Risk and Volatility

Dycom Industries has a beta of 1.5, meaning that its share price is 50% more volatile than the S&P 500. Comparatively, Cadeler A/S has a beta of 0.75, meaning that its share price is 25% less volatile than the S&P 500.

Valuation and Earnings

This table compares Dycom Industries and Cadeler A/S”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Dycom Industries	$6.88 billion	1.19	$281.19 million	$10.99	24.60
Cadeler A/S	$701.71 million	2.99	$317.00 million	$2.51	8.67

Cadeler A/S has lower revenue, but higher earnings than Dycom Industries. Cadeler A/S is trading at a lower price-to-earnings ratio than Dycom Industries, indicating that it is currently the more affordable of the two stocks.

Summary

Dycom Industries beats Cadeler A/S on 11 of the 14 factors compared between the two stocks.

About Dycom Industries

Dycom Industries, Inc. provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; wireless networks in connection with the deployment of macro cell and new small cell sites; and program and project management and inspection personnel. It also provides construction, maintenance, and installation services for telephone companies and cable multiple system operators, such as placement and splicing of copper, fiber, and coaxial cables; tower construction, lines and antenna installation, foundation and equipment pad construction, and small cell site placement for wireless carriers, as well as equipment installation and material fabrication, and site testing services; underground facility locating services comprising locating telephone, cable television, power, water, sewer, and gas lines; installation and maintenance of customer premise equipment, including digital video recorders, set top boxes, and modems for cable system operators; and construction and maintenance services for electric and gas utilities, and other customers. Dycom Industries, Inc. was incorporated in 1969 and is headquartered in Palm Beach Gardens, Florida.

About Cadeler A/S

Cadeler A/S operates as an offshore wind farm transportation and installation contractor in Denmark. It also provides wind farm construction, maintenance, decommissioning, and other tasks within the offshore industry, as well as marine and engineering services. The company owns and operates four offshore jack-up windfarm installation vessels. Cadeler A/S was incorporated in 2008 and is headquartered in Copenhagen, Denmark.