🏆Winner of game 2 of the Investors' Championship

🏆 Game 2 - Dycom $DY (-3.3%)
vs. Standex $SXI (-4.05%)

Scoring system as always:

• +1 point for clearly better value
• 0 points in case of a tie
• -1 point for clearly worse value

📊 1) Sales growth

2027:

• Dycom: 26,95 %
• Standex: 4,89 % ➡️ Point for Dycom

2028:

• Dycom: 9,77 %
• Standex: 9,05 % ➡️ Point for Dycom (close, but higher)

Intermediate score: Dycom +2

📈 2) Profit growth

2027:

• Dycom: -1,8 %
• Standex: 63,41 % ➡️ clear point for Standex

2028:

• Dycom: 42,82 %
• Standex: 40,98 % ➡️ narrow point for Dycom

Intermediate result: Dycom +2, Standex +1

💼 3) EBIT margin

2027:

• Dycom: 7,04 %
• Standex: 20,05 % ➡️ Point for Standex

2028:

• Dycom: 8,52 %
• Standex: 22,92 % ➡️ Point for Standex

Intermediate result: Dycom +2, Standex +3

🧠 4) ROE

2027:

• Dycom: 22,49 %
• Standex: 15,17 % ➡️ Point for Dycom

2028:

• Dycom: 24,89 %
• Standex: 16,26 % ➡️ Point for Dycom

💵 5) FCF Yield

2027:

• Dycom: 2,6 %
• Standex: 3,24 % ➡️ Point for Standex

2028:

• Dycom: 3,78 %
• Standex: 3,60 % ➡️ Point for Dycom

Intermediate result: Dycom +5, Standex +4

🏋️ 6) Debt-equity ratio

2027:

• Dycom: 1,75×
• Standex: 0,95× ➡️ clear point for Standex

2028:

• Dycom: 1,12×
• Standex: 0,85× ➡️ Point for Standex

Intermediate score: Dycom +5, Standex +6

💸 7) P/E RATIO

2027:

• Dycom: 45,1
• Standex: 27,9 ➡️ Point for Standex

2028:

• Dycom: 30,6
• Standex: 20,7 ➡️ Point for Standex

Intermediate score: Dycom +5, Standex +8

📉 8) PEG

2027:

• Dycom: -9,39 (negative → unusable)
• Standex: 0,4 ➡️ Point for Standex

2028:

• Dycom: 0,6
• Standex: 0,6 ➡️ 0 points (tie)

Final score: Dycom +5, Standex +9

🏁 Final result game 2

🏆 Standex wins game 2 with 9:5

🎙️Juan commentary on the game

"Dycom came into the game with brutal growth power, but Standex completely took them apart in the fundamentals."

• Dycom is faster, more aggressive, more volatile.
• Standex is more efficient, more profitable, more stable.

The turning point: The categories EBIT margin, P/E RATIO, PEG, Debt - Standex dominates here like a team that knows exactly how to win championships.

Dycom shines with ROE and salesbut loses too many "defense categories".

Juan's conclusion:

"Standex plays like a complete quality compounder. Dycom is spectacular, but Standex is superior."

CHAMPIONSHIP HEATMAP - GAME 2

Dycom vs. Standex - 2027 & 2028

🟢 = strong / advantage

🔴 = weak / disadvantage

🟡 = neutral

🎙️ Stadium commentary by Juan

"The points speak for themselves: Dycom sprints, Standex controls. In the championship heat map, you can immediately see who is the more complete team."

🎙️ Juan's commentary

"Standex leave the pitch as the new league leaders. Hexcel remains dangerous, but Standex has shown the cleaner profile."