Added to YB: 2025-07-18
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
Munro Global Growth & Small Mid Cap Fund Portfolio Holding: Comfort Systems USA, Inc.
FIX (holding update): Leading MEP provider with 45 operating companies across SE US. Benefiting from reshoring/data center construction tailwinds despite labor shortage. 17% revenue CAGR, 30% EPS CAGR over decade. Focus on profit/employee, 20% ROI on 30+ acquisitions. Strong management. Potential 15%+ annual EPS growth next 3-5 years.
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