FIXComfort Systems USA

$1,715.98+115% 1Y

Is the price fair?

Fair

Neither cheap nor expensive: modest expectations priced in, but at the top of its own P/E range and rich vs its sector.

1 good, 2 to watch
What the price assumes~+12% a year

Priced for ~12% a year FCF growth. The price demands less than its three-year revenue growth of 34% a year, expectations look modest.

Vs its own P/E rangedearest in 41 quartersderived

Expensive vs its own history: P/E 42.2 vs a 19.9 median over 41 quarters (+112% vs median).

Vs sector (EV/EBIT)36.5×

Sector median 23.3× across 246 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 82% of the market
FCF yieldbehind 69% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What FIX's price assumes

Comfort Systems USA trades at 42.2× earnings against 31.3× for the median Engineering & Construction name, more expensive than its own group.

42.2

Trailing P/E · Engineering & Construction median 31.3 · 1.35× the median: the market pays up for this one

Price / sales
6.17

Price / sales · today's price, trailing year to Jun 30, 2026

Free cash flow yield
3.1%

Free cash flow yield · Engineering & Construction median 3.1%

Growth the price implies
+12%

Growth the price implies · The price pays for +12% free cash flow growth a year for a decade; the business has delivered +79% a year over the last three.

Details›
Price / booktoday's price, trailing year to Jun 30, 2026
21.5
EV / EBITtoday's price, trailing year to Jun 30, 2026
36.5
EV / salestoday's price, trailing year to Jun 30, 2026
6.00
Industrials median P/E440 names
26.5
Engineering & Construction median P/E31 names
31.3
Free cash flow, trailing twelve months
$2.16B
Market capitalisation
$69.2B
3-year revenue growth
+34%
3-year free cash flow growth
+79%
FIX has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot meaningful, 42.2× today against a 19.9× median
52-week range$780.69 – $2,066.51
Today$1,715.98

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.