Energy ManagementHVAC ServicesEnergy EfficiencySmart BuildingConstructionIndustrialService Industry
Description
Comfort Systems USA, Inc. provides mechanical and electrical contracting services.
The company’s mechanical segment principally includes heating, ventilation and air conditioning (HVAC), plumbing, piping and controls, as well as off-site constructio…
Analysis
Beloved champion
Comfort Systems USA, Inc. sits in the top corner of our grid: excellent business, premium price; every investor already knows the story. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 59.3×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 21% a year, against analyst forecasts of 37%. The price, in other words, assumes less than the experts do.
Growth is solid and accelerating; the safety picture is sturdy. The company scores 20/20 on our value-creation score: strong value creator.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202357
98
2023202420252026
All-time high
98
Jun 2026
All-time low
57
Jan 2023
Average rank
79
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
7
47
55
61
Price/Earnings
12
38
31
37
Price/Book
5
9
20
22
Dividend Yield
63
45
53
53
Value (overall)
12
29
39
37
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.