Added to YB: 2024-03-05
Pitch date: 2024-03-03
FIX [neutral]
Comfort Systems USA, Inc.
+209.48%
current return
Author Info
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
$312.76
Price Target
223.00 (-77%)
Dividend
0.27%
EV/EBITDA
21.86
P/E
37.90
EV/Sales
3.73
Sector
Construction and Engineering
Category
growth
Comfort Systems USA - $FIX
FIX: $10B HVAC leader, 14% 10yr rev CAGR (22% last 3). 25yrs FCF+, $5.1B backlog. CEO Lane leads M&A focus (J&S, Summit). 2.6x leverage, mgmt paid on EPS/FCF. Trades 28x PE (1SD above mean), exceeds my $215 DCF. 18/25 score - strong biz, pricey.
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