FIX Stock in Focus: Does It Outshine the Peer Group?

FIX: Comfort Systems USA logo
FIX
Comfort Systems USA

Here is how Comfort Systems USA (FIX) stacks up against its peers in size, valuation, growth and margin.

  • FIX has the highest operating margin among peers at 11.2%.
  • FIX’s revenue growth of 31.5% in the last 12 months is solid, outpacing ACA, AMRC, FLR, GVA, EME.
  • FIX gained 130.5% in the past year and trades at a PE of 41.2, outperforming its peers.
  FIX ACA AMRC FLR GVA EME
Market Cap ($ Bil) 24.5 4.1 1.1 7.4 4.1 28.4
Revenue ($ Bil) 7.3 2.6 1.8 16.6 4.0 15.0
PE Ratio 41.2 52.8 19.7 4.0 32.8 27.0
LTM Revenue Growth 31.5% 10.4% 30.1% 7.2% 11.4% 14.3%
LTM Operating Margin 11.2% 7.9% 4.9% 2.6% 5.0% 9.4%
LTM FCF Margin 6.9% 9.7% -20.4% 3.1% 7.3% 8.7%
12M Market Return 130.5% 7.3% -27.0% -6.0% 37.8% 79.3%

Comfort Systems USA provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for HVAC, plumbing, piping, controls, electrical, monitoring, and fire protection systems.

Why does this matter? FIX just went up 29.1% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell FIX Stock to see if Comfort Systems USA holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through FIX Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2024 2023 2022
FIX 31.5% 35.0% 25.8% 34.7%
ACA 10.4% 11.4% 2.9% 10.1%
AMRC 30.1% 28.8% -24.7% 50.1%
FLR 7.2% 5.4% 12.6% -2.9%
GVA 11.4% 14.2% 6.3% -5.7%
EME 14.3% 15.8% 13.6% 11.8%

Operating Margin Comparison

  LTM 2024 2023 2022
FIX 11.2% 10.6% 8.0% 6.1%
ACA 7.9% 7.6% 7.9% 6.6%
AMRC 4.9% 4.6% 6.2% 7.3%
FLR 2.6% 2.3% 1.6% 0.8%
GVA 5.0% 5.0% 1.5% 2.2%
EME 9.4% 9.2% 7.0% 5.1%

PE Ratio Comparison

  LTM 2024 2023 2022
FIX 32.0 29.0 22.8 16.8
ACA 48.1 50.2 25.2 10.7
AMRC 14.7 21.7 26.4 31.2
FLR 4.7 4.0 42.3 33.9
GVA 26.5 30.4 51.2 18.7
EME 23.2 21.0 16.1 18.2

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.