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Daktronics, Inc.DAKTCompetitor analysis, valuation and peers

United States · USD·Information Technology›Miscellaneous Manufacturing
Momentum neutral 48
Mkt cap
$933M
US dollars, full cap
Free float
91%
of shares outstanding
$/day
$10.1M
20-day average traded
Fwd P/E
14.6×
forward earnings
ROIC−WACC
+14.1 pp
WACC 13.3%
Hurdle
+0 pp
Req g minus delivered
Next earnings
33 days
9 Dec 2026
Close · USD$19.41
1D+0.9%
1W+2.9%
1M+8.5%
3M-8.8%
6M-5.5%
YTD-1.8%
1Y-1.7%
ATR %3.9%
Beta1.31
52w lowhigh31.3% off high

What Daktronics does

Employees: 2,693

Daktronics at a glance

Size Daktronics (DAKT) is a United States Information Technology company (Miscellaneous Manufacturing) with a market value of $933M, the 2292nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $19.41 on 6 Nov 2026.

Performance Over six months the shares fell 5.5%, against -19.3% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 20 in its peer set.

Growth Revenue grew 14.0% over the last twelve months (peer median +10.4%); the operating margin is 7.2% (peer median 2.6%).

Valuation It trades at 14.6× forward earnings against a peer median of 10.0× (6th most expensive of 13).

Price implies For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is +0 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 14.1 points above its cost of capital (13.3% WACC).

Backlog Backlog (remaining performance obligations) was $380M at 1 Aug 2026, down 11% on a year earlier — 0.4 years of trailing revenue. Backlog detail →

Short interest Short interest is 4.8% of the free float (15 Oct 2026).

Next results Next results expected around 9 Dec 2026 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026DAKT 94Peer median 82
Six months, rebased to 100: Daktronics against the median of its 20 peers (local-currency closes).

Daktronics financials

Reported figures in USD; fiscal year ends 2026-04-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$854M$839M$756M$818M$754M
Revenue growth—+11%-8%+8%—
Gross profit$236M$229M$195M$222M$151M
EBITDA$81.2M$76.4M$37.2M$105M$43.0M
Net income$48.3M$45.4M-$10.1M$34.6M$6.80M
Free cash flow$39.8M$34.3M$78.2M$46.3M-$10.4M
Capital expenditure$14.8M$14.9M$19.5M$17.0M$25.4M
Total debt$15.1M$18.1M$16.8M$58.7M$7.96M

Quarterly statements and history in the cockpit →

Daktronics competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%+100%-40%-20%0%+20%AMBQODDPLTKSIFYOMDANABLTRNSLZHEPSIQHSTMRPDPOETAIPBKSYVNETYALAGTMDAKT6-month return →1-month return →
Up and to the right = strong over both horizons. Daktronics is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×50×ODDPLTKOMDANABLTRNSLZHSTMRPDVNETYALAGTMDAKTRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Daktronics is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%0%25%50%PLTKOMDANABLTRNSLZHSTMRPDAIPSCSCGTMDAKTGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Daktronics is the large dot.

Daktronics competitors and peer comparison

How Daktronics compares with its peers

Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Daktronics against its 20 peers (data as of 6 Nov 2026)
MeasureDAKTPeer medianRank in peer set
1-month return+8.5%-6.8%3rd highest of 21
6-month return-5.5%-19.3%8th highest of 20
Distance from 52-week high-31.3%-50.7%7th highest of 21
Revenue growth (TTM)+14.0%+10.4%8th highest of 20
Operating margin7.2%2.6%6th highest of 20
Forward P/E14.6×10.0×6th most expensive of 13
Growth the price implies (Req g, 7 yrs)12.2%18.0%5th least demanding of 11
Growth delivered (Del g)+11.7%+12.4%6th highest of 11
Hurdle (Req g minus delivered)+0.5 pp+2.7 pp6th least demanding of 11
ROIC minus cost of capital+14.1 pp-5.3 pp2nd highest of 17
EV / EBITDA9.8×11.2×5th cheapest of 10
Net debt / EBITDA-1.7×3.2×4th least indebted of 14

Peer table

Peer set: Sector in the same market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Daktronics DAKTUnited States$933M-5%+14%7%14.6×12.2%+11.7%
Ambiq Micro AMBQUnited States$933M-13%+32%-43%n/an/an/a
ODDITY Tech ODDUnited States$931M+36%-10%-1%19.7×n/an/a
Playtika PLTKUnited States$931M-33%+6%17%3.8×-16.4%+3.0%
Sify Technologies Limited Sponsored ADR SIFYUnited States$941M-20%+11%8%n/an/an/a
Omada Health OMDAUnited States$924M+2%+48%0%37.1×28.7%+42.9%
Pasqal PSQLUnited States$923Mn/an/an/an/an/an/a
N-able NABLUnited States$914M-1%+10%3%11.6×26.5%+10.9%
Transcat TRNSUnited States$955M+33%+20%5%45.0×30.3%+13.9%
LegalZoom.com LZUnited States$897M-19%+12%4%6.7×6.1%+9.9%
D-MARKET Elektronik Hizmetler ve Ticaret AS Sponsored ADR HEPSUnited States$979M-3%+22%-3%n/an/an/a
iQIYI, Inc. Sponsored ADR IQUnited States$886M-20%-3%-2%n/an/an/a
HealthStream HSTMUnited States$884M+21%+10%8%38.7×14.6%+4.4%
Rapid7 RPDUnited States$989M+113%0%2%7.7×21.4%+15.9%
POET Technologies POETUnited States$877M-54%+266%-3,625%n/an/an/a
Arteris AIPUnited States$875M-44%+34%-44%n/a55.4%+17.3%
BlackSky Technology BKSYUnited States$873M-46%+4%-43%n/an/an/a
ScanSource SCSCUnited States$871M-7%+6%3%8.4×0.4%+0.5%
VNET Group, Inc. Sponsored ADR VNETUnited States$1.00B-64%+23%7%89.6×n/an/a
Yalla Group Ltd. Sponsored ADR YALAUnited States$863M-21%-4%31%7.0×n/an/a
ZoomInfo Technologies GTMUnited States$1.02B-45%+3%23%3.1×-9.7%+21.3%

Daktronics backlog

Daktronics reported $380M of remaining performance obligations at 1 Aug 2026, down 11% from a year earlier and down 10% from the previous quarter. That is 0.4 years of trailing revenue already under contract. Book-to-bill last quarter: 0.81.

Questions

Which companies are Daktronics's closest peers?
The cockpit's peer set: Ambiq Micro (AMBQ), ODDITY Tech (ODD), Playtika (PLTK), Sify Technologies Limited Sponsored ADR (SIFY), Omada Health (OMDA), Pasqal (PSQL), N-able (NABL), Transcat (TRNS).
Is Daktronics expensive compared with its peers?
On forward p/e it trades at 14.6× against a peer median of 10.0×, 6th most expensive of 13 in its peer set. For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is +0 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Daktronics stock performed?
Over six months to 6 Nov 2026 the shares returned -5.5% against -19.3% for the median peer; over one year -1.7%.
What is Daktronics's backlog?
Daktronics's remaining performance obligations (contracted revenue not yet recognised) were $380M at 1 Aug 2026, -11% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.