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Upturn AI SWOT - About
FIX 
Comfort Systems USA Inc (FIX)
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Upturn Advisory Summary
08/28/2025: FIX (4-star) is a STRONG-BUY. BUY since 85 days. Profits (83.94%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $767.2
1 Year Target Price $767.2
| 6 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 137.22% | Avg. Invested days 57 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 25.04B USD | Price to earnings Ratio 36.5 | 1Y Target Price 767.2 |
Price to earnings Ratio 36.5 | 1Y Target Price 767.2 | ||
Volume (30-day avg) 7 | Beta 1.49 | 52 Weeks Range 275.97 - 732.79 | Updated Date 08/28/2025 |
52 Weeks Range 275.97 - 732.79 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 0.21% | Basic EPS (TTM) 19.45 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.01% | Operating Margin (TTM) 13.78% |
Management Effectiveness
Return on Assets (TTM) 12.61% | Return on Equity (TTM) 40.09% |
Valuation
Trailing PE 36.5 | Forward PE 36.5 | Enterprise Value 24995773073 | Price to Sales(TTM) 3.26 |
Enterprise Value 24995773073 | Price to Sales(TTM) 3.26 | ||
Enterprise Value to Revenue 3.25 | Enterprise Value to EBITDA 24.42 | Shares Outstanding 35281500 | Shares Floating 34701169 |
Shares Outstanding 35281500 | Shares Floating 34701169 | ||
Percent Insiders 1.41 | Percent Institutions 98.67 |
Upturn AI SWOT
Comfort Systems USA Inc
Company Overview
History and Background
Comfort Systems USA, Inc. was founded in 1997. It is a leading provider of comprehensive heating, ventilation, and air conditioning (HVAC) services, including mechanical contracting, design-build, and energy efficiency solutions.
Core Business Areas
- Mechanical Contracting: Provides installation, repair, and maintenance services for HVAC systems in commercial, industrial, and institutional facilities.
- Design-Build: Offers integrated design and construction services for HVAC systems, focusing on energy-efficient and cost-effective solutions.
- Service: Includes ongoing maintenance, repair, and optimization of HVAC systems to ensure optimal performance and longevity.
Leadership and Structure
Brian Lane is the Chief Executive Officer and President. The company operates through a network of subsidiaries across the United States.
Top Products and Market Share
Key Offerings
- HVAC Installation: Installation of new HVAC systems in commercial buildings, including chillers, boilers, air handlers, and ductwork. Competitors: EMCOR Group, ABM Industries, and other regional mechanical contractors. No specific market share data is available; it's highly fragmented.
- HVAC Service and Maintenance: Provides ongoing maintenance, repair, and replacement services for HVAC systems. This includes preventative maintenance, emergency repairs, and system upgrades. Competitors: EMCOR Group, ABM Industries, and other regional service providers. No specific market share data available due to market fragmentation.
- Design-Build Solutions: Offers comprehensive design and construction services for HVAC systems, often focusing on energy efficiency and sustainable building practices. Competitors: Large engineering and construction firms and specialized design-build HVAC contractors. No specific market share data available.
Market Dynamics
Industry Overview
The HVAC industry is experiencing growth driven by increasing construction activity, rising energy costs, and stricter environmental regulations. Demand is also fueled by the need for energy-efficient and smart building solutions.
Positioning
Comfort Systems USA is a leading provider of HVAC services, with a strong reputation for quality and reliability. Its decentralized operating model allows it to be responsive to local market needs. Its competitive advantage lies in its geographic reach, technical expertise, and project management capabilities.
Total Addressable Market (TAM)
The TAM for HVAC services in the US is estimated to be in the billions of dollars annually. Comfort Systems USA is positioned to capture a significant portion of this market through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- National footprint
- Decentralized operating model
- Strong balance sheet
- Experienced management team
- Diverse service offerings
Weaknesses
- Dependence on construction cycles
- Labor shortages
- Exposure to commodity price fluctuations
- Integration risks associated with acquisitions
Opportunities
- Increasing demand for energy-efficient HVAC systems
- Growth in the data center market
- Expansion into new geographic markets
- Acquisitions of smaller competitors
- Government incentives for green building
Threats
- Economic downturns
- Increased competition
- Rising interest rates
- Changes in regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- EMCOR Group (EME)
- ABM Industries (ABM)
- AECOM (ACM)
Competitive Landscape
Comfort Systems USA competes with a mix of national and regional players. Its competitive advantages include its national footprint, decentralized operating model, and strong balance sheet. It is generally regarded as a solid, stable player in a fragmented industry.
Major Acquisitions
Thermal Services
- Year: 2022
- Acquisition Price (USD millions): 114
- Strategic Rationale: Expanded Comfort Systems USA's service capabilities in the Texas market.
Growth Trajectory and Initiatives
Historical Growth: Comfort Systems USA has achieved strong growth through a combination of organic expansion and strategic acquisitions.
Future Projections: Analysts expect Comfort Systems USA to continue to grow its revenue and earnings in the coming years, driven by increasing demand for HVAC services and its strong competitive position.
Recent Initiatives: Recent initiatives include expanding its service offerings, investing in technology, and pursuing strategic acquisitions.
Summary
Comfort Systems USA is a well-established HVAC services provider with a national presence and a strong balance sheet. The company's decentralized operating model and focus on strategic acquisitions have fueled its growth. Potential challenges include economic downturns, labor shortages, and increasing competition. Overall, Comfort Systems USA is a solid company with a positive outlook.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), investor presentations, press releases, financial news sources, analyst reports.
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made based on individual risk tolerance and financial circumstances.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Comfort Systems USA Inc
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 1997-06-27 | CEO, President & Director Mr. Brian E. Lane | ||
Sector Industrials | Industry Engineering & Construction | Full time employees 18300 | Website https://comfortsystemsusa.com |
Full time employees 18300 | Website https://comfortsystemsusa.com | ||
Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. It operates through two segments: Mechanical and Electrical. The company offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection. It also involved in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings; and renovation, expansion, maintenance, monitoring, repair, and replacement of MEP systems in existing buildings. In addition, the company provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems. It serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional MEP markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.
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