Professional
Added to YB: 2025-07-14
Pitch date: 2025-06-30
FIX [neutral]
Comfort Systems USA, Inc.
+82.42%
current return
Author Info
No bio for this author
Company Info
Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.
Market Cap
$31.5B
Pitch Price
$530.62
Price Target
N/A
Dividend
0.27%
EV/EBITDA
21.86
P/E
37.90
EV/Sales
3.73
Sector
Construction and Engineering
Category
growth
Forager International Shares Fund Portfolio Holding: Comfort Systems USA, Inc.
FIX (holdings update): HVAC services provider well-positioned for data center construction boom, offering national footprint and technical expertise few competitors match. After 80% price jump from April 2025 lows (contributing 1.5% to Fund returns), still attractive as quality operator in structurally growing market despite profit-taking.
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