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Comfort Systems USA, Inc. (FIX) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Comfort Systems USA, Inc.

FIXMarket cap $64BPrice $1818.0

Country🇺🇸United States

SectorIndustrials

IndustryConstruction & Engineering

Installs and services HVAC, plumbing, and electrical systems in commercial buildings across America. Controls over 170 locations nationwide, making it the largest mechanical contractor in the United States.

In Bastion Portfolios?

52W Return+120%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+30%10

Revenue Forecast

Rev CAGR (1y)+42%10

Rev CAGR (3y)+26%9

Rev CAGR (5y)+22%10

Earnings Forecast

EPS Growth Y+1+68%10

EPS Growth Y+2+26%8

EPS Growth Y+3+27%8

Quality

Margins

EBIT Margin16%6

Net Income Margin13%6

Free Cash Flow Margin19%8

Debt

Net Debt/EBITDA-0.710

Efficiency

ROE55%10

ROA21%10

Earnings Stability1010

GEAR+VERY STRONG90

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)322

P/E Ratio (Forward 3y)232

P/BV19.91

EV Multiples

EV/EBITDA Fwd252

EV/EBIT Fwd273

Yield

Free Cash Flow Yield3.4%5

Dividend Yield0.2%1

Momentum

Short term

1 month return+13%10

3 month return+8%8

YTD return+95%10

Mid term

Price vs 52wHigh88%7

1 year return+123%10

Long term

3 year return+988%10

5 year return+2276%10

Risk Shield

Price Risk

Beta1.71

Volatility57%2

Free Cash Flow

Free Cash Flow Margin19%8

Free Cash Flow Yield3.4%5

Quality

ROCE61%10

Earnings Stability1010

Net Debt/EBITDA-0.710

02Growth

Is it actually growing, and how fast?

FIXComfort Systems USA

Revenue FY25$9.1B

GROWTH RATING↗

VERY STRONG96 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+30%10

Revenue, next 1Y+42%10

Revenue, next 3Y, CAGR+26%9

Revenue, next 5Y, CAGR+22%10

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+68%10

EPS growth, FY27E+26%8

EPS growth, FY28E+27%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 96% of companies worldwide.

Revenue grew 30%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 26%/yr over the next 3 years, ahead of most of the market.10/10

The runway holds up: revenue is set to grow 22%/yr over five years.10/10

Earnings are set to grow in step with sales (EPS about 27%/yr vs revenue 26%/yr).

WATCH

Revenue grew 30%/yr over the last 3 years; forecasts see it cooling to 26%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+13%10

3-month return+8%8

YTD return+95%10

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+123%10

3-year return+988%10

5-year return+2276%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +988% over three years and +2276% over five, ahead of 90% of the market.

It's up 123% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+13%), over three months (+8%) and so far this year (+95%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Comfort Systems. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

FIXComfort Systems USA

Revenue FY25$9.1B

GROWTH RATING↗

VERY STRONG96 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+30%10

Revenue, next 1Y+42%10

Revenue, next 3Y, CAGR+26%9

Revenue, next 5Y, CAGR+22%10

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+68%10

EPS growth, FY27E+26%8

EPS growth, FY28E+27%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 96% of companies worldwide.

Revenue grew 30%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 26%/yr over the next 3 years, ahead of most of the market.10/10

The runway holds up: revenue is set to grow 22%/yr over five years.10/10

Earnings are set to grow in step with sales (EPS about 27%/yr vs revenue 26%/yr).

WATCH

Revenue grew 30%/yr over the last 3 years; forecasts see it cooling to 26%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+13%10

3-month return+8%8

YTD return+95%10

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+123%10

3-year return+988%10

5-year return+2276%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +988% over three years and +2276% over five, ahead of 90% of the market.

It's up 123% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+13%), over three months (+8%) and so far this year (+95%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Comfort Systems. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community