Comfort Systems USA is a leading industrial systems integrator providing mechanical, electrical, and plumbing (MEP) services for complex infrastructure, specialized manufacturing, and commercial facilities. The company operates as a crucial physical layer vendor, translating secular tech spending (like data center expansion) into installation and recurring maintenance contracts (S-P8).
FIX represents the physical flow of capital in the AI infrastructure buildout. It is a critical shovel vendor in the C2 cycle, benefiting from hyperscaler CapEx regardless of the specific chip maker. The M3 model demonstrates exceptional cyclical momentum: QoQ revenue surged 12.78%, paired with 35.24% YoY growth, confirming that data center and industrial projects are accelerating rapidly off the drawing board. This operational strength translates into superior profitability, evidenced by the 20.19% annualized ROA and gross margin expansion (GM Trend +1.34%). For a capital-intensive business, the TTM Rule of 40 score (44.84) highlights unexpected operational excellence and cash conversion (FCF Margin 9.6%). The current phase is an aggressive cycle turn, monetizing demand for high-density, specialized HVAC and power systems.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
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| Price | 1K |
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Growth vs Discount Rate
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