Added to YB: 2025-02-05
Pitch date: 2024-12-20
FIX [bullish]
Comfort Systems USA, Inc.
+122.03%
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
$435.96
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
Comfort Systems USA, Inc. - $FIX
FIX: Top US mechanical contractor. $6.5B rev, 179 markets. 30% CAGR, margins +300bps. Data centers (AI boom), semicon reshoring, infrastructure upgrades drive growth. Roll-up strategy (20% ROIC) in fragmented market. 30% annual EPS growth projected. PEG <1x. No debt. Catalysts: deregulation, lower taxes, acquisitions, legislation.
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