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Comfort Systems USA, Inc. provides HVAC, electrical, and mechanical services for commercial and industrial buildings, including the precision cooling and power distribution systems that AI data centers require.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
infra
|
| Sentiment |
62.0% |
| USD Mkt Cap | 59.51B |
| USD Revenue | 11.23B |
| USD Net Income | 1.43B |
| P/E | 41.67 |
| fwd P/E | 28.10 |
| PEG | 0.54 |
| Price 3M | -10.8% |
| Price 6M | +22.8% |
| Price 1Y | +122.7% |
| Price 2Y | +384.4% |
| USD Share Price | 1675.75 |
Price & Size
| Price |
1,690.82 USD |
| Market Cap |
59.51B USD |
| Shares Outstanding |
35.19M |
| Shares Float |
35.97M |
| 52w Low |
755.00 USD |
| 52w High |
2,073.99 USD |
| Avg Volume |
468,501 |
Valuation
| P/E (trailing) |
41.7x |
| P/E (forward) |
28.1x |
| P/B |
92.12x |
| Enterprise Value |
61.77B USD |
| Book Value / Share |
18.36 USD |
| PEG Ratio |
0.54x |
| P/S |
5.30x |
| EV / Revenue |
5.50x |
| EV / EBITDA |
30.84x |
Income
| Revenue |
11.23B USD |
| Revenue / Share |
318.53 USD |
| EBITDA |
2.00B USD |
| Net Income |
1.43B USD |
| EPS (trailing) |
40.58 USD |
| EPS (forward) |
60.18 USD |
Margins & Profitability
| Gross Margin |
25.7% |
| Operating Margin |
7.9% |
| Profit Margin |
12.8% |
| EBITDA Margin |
17.8% |
| Return on Equity |
55.3% |
| Return on Assets |
17.0% |
Growth
| Revenue Growth |
1.0% |
| Earnings Growth |
38.8% |
Cash & Debt
| Total Cash |
70.54M USD |
| Total Debt |
303.92M USD |
| Free Cash Flow |
1.84B USD |
| Operating Cash Flow |
2.55B USD |
| Debt / Equity |
0.45x |
| Current Ratio |
1.21x |
| Quick Ratio |
1.17x |
Dividend
| Rate |
3.60 USD |
| Yield |
0.2% |
| Payout Ratio |
6.4% |
| Ex-Date |
2026-08-13 |
Analyst Consensus
| Target (Mean) |
2,197.00 USD |
| Target (Median) |
2,165.50 USD |
| Target (High) |
2,500.00 USD |
| Target (Low) |
1,910.00 USD |
| Recommendation |
strong_buy |
| # Analysts |
8 |
Identifiers
| ISIN | US1999081046 |
| CUSIP | 199908104 |
| FIGI | BBG000BBJSN8 |
| SEDOL | 2379504 |
Sentiment 62.0%
as of Sep 11, 2026
Positive drivers
Strong demand for HVAC and mechanical systems in data center expansions driven by AI infrastructure growth boosted order backlogs. Recent earnings showed revenue increases from commercial and industrial projects. Positive analyst notes on margin expansion from operational efficiencies.
Neutral / mixed
Broader market volatility in construction sector due to interest rate uncertainties created mixed trading patterns. Company maintained steady dividend policy without major changes. Sector peers showed similar performance limiting relative outperformance.
Negative drivers
Rising material costs and labor shortages in key regions pressured short-term profitability margins. Regulatory delays on some large projects impacted quarterly guidance. Macroeconomic concerns over potential slowdown in non-residential construction weighed on investor sentiment.
Bottom line
Overall sentiment remains moderately positive due to AI-related tailwinds in data centers offsetting general sector headwinds. The stock is viewed as a stable play on infrastructure growth with some caution on cost pressures.