Comparison

ARGAN INC (AGX) vs DYCOM INDUSTRIES INC (DY)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AGX

ARGAN INC

Engineering & Construction

Revenue, FY26: $945M
Net income: $138M
Operating cash flow: $415M
Free cash flow: $411M
Net margin: 14.59%
Operating margin: 14.26%
Gross margin: 20.50%

DYCOM INDUSTRIES INC

Engineering & Construction

Revenue, FY26: $5.55B
Net income: $281M
Operating cash flow: $643M
Free cash flow: $402M
Net margin: 5.07%
Operating margin: -
Gross margin: -

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AGX	DY
Revenue growth, latest filed year	+8.06%	+17.95%
Piotroski F-score	5 of 8	4 of 8
P/E against its own history	48.33% above	15.79% below

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AGX

Litigation
Tax
Supply chain
Cybersecurity
Labour
AI and its regulation

And 16 more.

Debt covenants
Goodwill impairment
Tax
Litigation
Cybersecurity
Key people

And 13 more.

Tracked managers holding both

No manager tracked here reports a position in both, as of each company’s latest filed 13F.

Updated Sep 9, 2026 · the newer of the two companies' filings