Added to YB: 2025-12-19
Pitch date: 2025-12-18
FIX [neutral]
Comfort Systems USA, Inc.
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
$34.1B
Pitch Price
N/A
Price Target
N/A
Dividend
0.25%
EV/EBITDA
23.71
P/E
41.06
EV/Sales
4.04
Sector
Construction and Engineering
Category
growth
Comfort Systems Write-up w/Mgmt Analysis (FIX)
FIX (overview): MEP contractor w/ record backlog driven by AI data centers (65% industrial rev), 21K employees, modular capacity sold out through 2026. Consensus: 16% rev growth to $10.2B, 13.7% op margins, 17% EPS growth. Risk: 34x P/E requires sustained growth; margin normalization if labor costs rise.
Read full article (21 min)