FIX

Comfort Systems USA, Inc.

Industrials · $58.7B market cap

Verdict

Share price

$1,728.01

close of Oct 3, 2026

Fair value

$668.52

Sticker Price

Payback Price

$267.41

buy price

Overpriced

FIX is Overpriced: at $1,728.01 it trades 158% above its fair value of $668.52. Its buy price (Payback Price) is $267.41, 85% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth33.6% a year✓
Equity per share growth11.3% a year✓
Sales growth10.0% a year✗
Free cash flow growth36.8% a year✓
Return on invested capital27.5%✓

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Superinvestors

2 of the investors we track hold FIX. In Q2 2026, 1 trimmed. Who we track

Moves in Q2 2026

Trimmed: Sarah Ketterer

Insider activity

Since Jun 24, 2026: no open-market purchases and 5 sales worth $56.3M. Why purchases matter

Sales

About Comfort Systems USA, Inc.

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. The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and…

Engineering & Construction

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works