🏆 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."
