Aecom Technology Corporation (ACM)vsComfort Systems USA Inc (FIX)
ACM
Aecom Technology Corporation
$88.54
-0.35%
INDUSTRIALS · Cap: $11.49B
FIX
Comfort Systems USA Inc
$1,470.64
+0.62%
INDUSTRIALS · Cap: $51.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Aecom Technology Corporation generates 75% more annual revenue ($15.96B vs $9.10B). FIX leads profitability with a 11.2% profit margin vs 2.9%. ACM appears more attractively valued with a PEG of 0.98. FIX earns a higher WallStSmart Score of 72/100 (B).
ACM
Buy53
out of 100
Grade: C-
FIX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-228.1%
Fair Value
$30.74
Current Price
$88.54
$57.80 premium
Margin of Safety
+1.2%
Fair Value
$1354.39
Current Price
$1470.64
$116.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 28 in profit
Growing faster than its price suggests
Every $100 of equity generates 49 in profit
Revenue surging 41.7% year-over-year
Earnings expanding 129.5% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Distress zone — elevated risk
2.9% margin — thin
Elevated debt levels
Revenue declined 4.6%
Premium valuation, high expectations priced in
Trading at 21.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACM
The strongest argument for ACM centers on Return on Equity, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bull Case : FIX
The strongest argument for FIX centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 41.7% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : ACM
The primary concerns for ACM are Altman Z-Score, Profit Margin, Debt/Equity. Thin 2.9% margins leave little buffer for downturns.
Bear Case : FIX
The primary concerns for FIX are P/E Ratio, Price/Book. A P/E of 50.5x leaves little room for execution misses.
Key Dynamics to Monitor
ACM profiles as a value stock while FIX is a growth play — different risk/reward profiles.
FIX carries more volatility with a beta of 1.60 — expect wider price swings.
FIX is growing revenue faster at 41.7% — sustainability is the question.
FIX generates stronger free cash flow (402M), providing more financial flexibility.
Bottom Line
FIX scores higher overall (72/100 vs 53/100) and 41.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aecom Technology Corporation
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
AECOM provides professional construction and program management services in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Los Angeles, California.
Visit Website →Comfort Systems USA Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair and replacement services for the mechanical and electrical service industry in the United States. The company is headquartered in Houston, Texas.
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