Added to YB: 2025-11-06
Pitch date: 2025-11-03
FIX [bullish]
Comfort Systems USA, Inc.
+1.21%
current return
Author Info
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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
$956.40
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
Sustainable’s Substack | October ‘25 Portfolio Review - Purchase Decision: Comfort Systems USA, Inc.
FIX: Added to position on data center capex underestimation thesis. HVAC aggregator well-positioned for aggressive data center cooling demand over multi-year trend. Increased weight from original position bought few months ago, similar rationale to Astera Labs top-up.
Read full article (1 min)