Professional
Added to YB: 2026-06-05
Pitch date: 2026-05-30
FIX [neutral]
Comfort Systems USA, Inc.
+8.43%
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
$65.0B
Pitch Price
$1.8K
Price Target
N/A
Dividend
0.17%
EV/EBITDA
32.96
P/E
53.39
EV/Sales
6.34
Sector
Construction and Engineering
Category
growth
Jackson Peak Capital Portfolio Holding: Comfort Systems USA, Inc.
FIX (holding update): Largest Q1 contributor as fundamental long. Preferred play on labor side of AI capex trade—mechanical/electrical/HVAC contractors building data centers. Thesis playing out: strong results, raised guidance, continued visibility into AI infrastructure buildout.
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