FIX vs STRL

Comfort Systems USA and Sterling Infrastructure, Inc., both Industrials

Comfort Systems USA is the larger company at $69B against $26B. On trailing earnings STRL is the cheaper of the two at a P/E of 35.9 against 39.8, a gap that is only a bargain if the two are growing at similar rates. Over the past year FIX returned +135% against +66% for STRL. Ryufin's sector-relative Smart Score puts FIX ahead, 9/10 against 8/10.

Comfort Systems USA and Sterling Infrastructure, Inc.compared on valuation, return and Ryufin’s Smart Score
FigureFIXSTRL
Last close$1617$498
Market cap$69B$26B
Trailing P/Elower is cheaper for the same earnings, not automatically better39.835.9
Dividend yield0.1%n/a
1-year return+135%+66%
5-year return+2110%+2202%
Ryufin Smart Scoresector-relative, 1–109/108/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Comfort Systems USA

Revenue of $3.3B in Q2 2026, net income $442M. Its largest reported line is Mechanical, 74% of the disclosed total.

Sterling Infrastructure, Inc.

Revenue of $1.2B in Q2 2026, net income $156M. Its largest reported line is Heavy Highway, 43% of the disclosed total.

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