FIX
IndustrialsComfort Systems USA, Inc. · Engineering & Construction · $64B
What is Comfort Systems USA, Inc.?
Comfort Systems USA is a large-cap industrials company specializing in mechanical and electrical services for commercial, industrial, and institutional buildings across the United States. Founded in 1997 and headquartered in Houston, Texas, it has grown into one of the country's leading MEP contractors.
The company operates through two segments — Mechanical and Electrical — delivering installation, renovation, maintenance, repair, and replacement services for building systems. Revenue comes from designing, engineering, and installing heating, ventilation, air conditioning, plumbing, piping, controls, and fire protection systems in new and existing buildings. Comfort Systems also offers off-site modular construction and remote monitoring of power, temperature, humidity, and airflow, serving building owners, developers, general contractors, and property managers.
Comfort Systems USA was founded in 1997 and is headquartered in Houston, Texas.
- HVAC installation, maintenance, and replacement
- Electrical and plumbing system contracting
- Mechanical, electrical, and plumbing (MEP) engineering and design
- Off-site modular construction services
- Remote monitoring of building systems and energy usage
Is FIX a Good Stock to Buy?
UQS Score rates FIX as Good overall, reflecting a balanced profile with notable strengths and one area of caution.
The Growth pillar stands out as the strongest element of FIX's profile, supported by expanding demand for MEP services tied to data center buildouts, reshoring, and infrastructure investment. The Risk pillar also rates Strong, suggesting the business carries a relatively manageable financial and operational risk profile compared to sector peers.
The Valuation pillar is rated Elevated, meaning the market is currently pricing FIX at a premium — investors should weigh whether the growth trajectory justifies that premium before entering a position.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does FIX pay dividends?
Yes — Comfort Systems USA, Inc. pays a dividend.
Comfort Systems USA pays a regular dividend, which is relatively uncommon among high-growth industrials contractors. The dividend signals management's confidence in recurring cash generation from its service and maintenance revenue streams. Income-oriented investors may find the combination of dividend income and growth exposure appealing, though the primary return driver for FIX has historically been capital appreciation.
When does FIX report earnings?
Comfort Systems USA reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
The company has demonstrated above-sector revenue momentum in recent periods, driven by strong demand across its commercial and industrial end markets. Backlog growth has been a recurring theme, reflecting healthy project pipelines in data centers, advanced manufacturing, and institutional construction.
For the most recent quarter's results and guidance updates, visit Comfort Systems USA's investor relations page directly.
FIX Price History
+1962.4% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Comfort Systems USA, Inc.?
Based on Comfort Systems USA, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
FIX Long-term Outlook
FIX's Strong Growth pillar suggests the fundamental outlook remains constructive, underpinned by secular tailwinds in domestic manufacturing investment, data center expansion, and energy transition infrastructure. The Strong Risk rating indicates the company is navigating these opportunities from a relatively stable financial position. However, the Elevated Valuation pillar is a meaningful consideration — the current price embeds significant growth expectations, leaving less margin for error if project timelines slip or labor costs rise.
Growth drivers
- Accelerating data center and advanced manufacturing construction demand
- Reshoring and domestic infrastructure investment driving MEP project pipelines
- Expansion of modular off-site construction capabilities improving margins and capacity
Key risks
- Elevated valuation leaves limited buffer if growth disappoints
- Labor availability and skilled-trade workforce constraints in a tight market
- Project execution risk across a large and geographically diverse contract base
FIX vs Peers
Comfort Systems USA competes in the specialized mechanical and electrical contracting space alongside several large-cap industrials peers.
Ferrovial focuses primarily on infrastructure concessions and transportation assets globally, operating at a different scale and business model than FIX's domestic MEP contracting focus.
Quanta Services concentrates on utility and energy infrastructure — electric power, pipeline, and renewable energy — giving it broader exposure to grid modernization but less focus on building MEP systems.
EMCOR is perhaps the most direct peer, offering mechanical and electrical construction services across similar end markets, making it a natural benchmark for evaluating FIX's relative quality and valuation.
Frequently Asked Questions
What does Comfort Systems USA do?
Comfort Systems USA provides mechanical and electrical contracting services for commercial, industrial, and institutional buildings. This includes designing, installing, and maintaining HVAC, plumbing, electrical, piping, fire protection, and controls systems. The company also offers off-site modular construction and remote monitoring of building systems.
Does FIX pay dividends?
Yes, Comfort Systems USA pays a regular dividend. This is relatively uncommon among growth-oriented industrials contractors and reflects the company's consistent cash generation from its service and maintenance business lines. Check the company's investor relations page for the current dividend rate and payment schedule.
When does FIX report earnings?
Comfort Systems USA reports financial results on a quarterly cadence, as is standard for US-listed companies. For the exact timing of upcoming earnings releases, refer to the investor relations section of the company's official website.
Is FIX a good stock to buy?
UQS Score rates FIX as Good overall. The Growth and Risk pillars are both rated Strong, while the Valuation pillar is Elevated — meaning the stock carries a premium price relative to fundamentals. Whether that premium is justified depends on your view of the company's growth runway. The full pillar breakdown is available to Pro members.
Is FIX overvalued?
The UQS Valuation pillar for FIX is rated Elevated, indicating the market is pricing in strong future performance. This does not necessarily mean the stock will underperform, but it does mean there is less room for error. Investors should weigh the Growth and Risk strengths against the valuation premium before deciding.
How does FIX compare to its competitors?
Among its closest peers, EMCOR Group operates in nearly identical end markets, making it the most direct comparison. Quanta Services overlaps in specialty contracting but leans toward utility infrastructure. Ferrovial operates primarily in global infrastructure concessions. FIX differentiates through its MEP-focused model and growing modular construction capabilities.
What is FIX's market cap bracket?
Comfort Systems USA is classified as a large-cap stock, placing it among the more established and widely followed companies in the industrials sector. Large-cap status generally implies greater liquidity and institutional coverage compared to smaller peers.
Who founded Comfort Systems USA?
Comfort Systems USA was founded in 1997. The company was formed as a consolidation platform for mechanical and electrical contractors across the United States. For detailed founding history, the company's official website and public filings provide additional context.
Is FIX a long-term quality investment?
As a long-term quality indicator, FIX scores Good on the UQS composite. The Strong Growth and Risk pillars suggest a durable business with manageable downside, while the Elevated Valuation pillar is worth monitoring over time. Long-term investors should track whether the company's growth execution continues to support its premium pricing.
What is the main competitive advantage of Comfort Systems USA?
Comfort Systems USA's competitive positioning comes from its scale, geographic reach, and integrated MEP capabilities — including a growing off-site modular construction offering. Its ability to serve complex, large-scale projects in data centers and advanced manufacturing gives it exposure to some of the fastest-growing construction end markets in the US.
What sector does FIX belong to?
FIX is classified in the Industrials sector, specifically within the specialty construction and mechanical contracting space. It serves commercial, industrial, and institutional clients, making it sensitive to broader construction activity, infrastructure spending, and capital expenditure trends across the US economy.
Is FIX a growth stock or value stock?
Based on UQS pillar ratings, FIX leans toward the growth end of the spectrum — the Growth pillar is rated Strong while the Valuation pillar is Elevated, a combination more typical of growth-oriented names. It is not priced as a traditional value stock, but it does pay a dividend, adding a modest income component.
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Pro Analysis
FIX — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 20, 2026 | 67.4 | 78.4 | 41.0 | 100.0 | 83.4 | 33.6 | +0.3 |
| May 12, 2026 | 67.1 | 77.9 | 41.0 | 100.0 | 83.4 | 32.7 | -0.1 |
| May 10, 2026 | 67.2 | 78.1 | 41.0 | 100.0 | 83.4 | 33.1 | -0.1 |
| May 7, 2026 | 67.3 | 78.6 | 41.0 | 100.0 | 83.4 | 32.8 | -0.1 |
| May 3, 2026 | 67.4 | 78.6 | 41.0 | 100.0 | 83.4 | 33.4 | -0.2 |
| May 1, 2026 | 67.6 | 78.6 | 41.0 | 100.0 | 83.4 | 34.7 | +0.1 |
| Apr 26, 2026 | 67.5 | 78.6 | 41.0 | 100.0 | 83.4 | 33.7 | -0.2 |
| Apr 25, 2026 | 67.7 | 78.6 | 41.0 | 100.0 | 83.4 | 35.5 | +1.2 |
| Apr 23, 2026 | 66.5 | 75.6 | 41.0 | 100.0 | 82.9 | 32.5 | 0.0 |
| Apr 19, 2026 | 66.5 | 75.8 | 41.0 | 100.0 | 82.9 | 32.5 | -0.1 |
FIX — Pillar Breakdown
Quality
— 78.4/100 (25%)Comfort Systems USA, Inc. demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 100.0/100 (20%)Comfort Systems USA, Inc. is growing rapidly with strong revenue and earnings expansion.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 83.4/100 (15%)Comfort Systems USA, Inc. carries minimal financial risk with conservative leverage and strong solvency.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 33.6/100 (15%)Comfort Systems USA, Inc. appears expensively valued relative to its fundamentals and growth prospects.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 41/100 (25%)Comfort Systems USA, Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for FIX.
Score Composition
Financial Data
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How is the FIX UQS Score Calculated?
The UQS (Unified Quality Score) for Comfort Systems USA, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Comfort Systems USA, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Comfort Systems USA, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.