Professional
Added to YB: 2025-09-08
Pitch date: 2025-06-30
FIX [bullish]
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
Brown Advisory Mid-Cap Growth Fund New Position: Comfort Systems USA, Inc.
FIX (new position): Leading non-union MEP contractor benefiting from persistent skilled labor shortage, enabling selective project choice & higher margins. Tailwinds from data center capex, onshoring construction demand, structural workforce constraints support continued market outgrowth with attractive margins.
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