Topbuild Corp (BLD)vsComfort Systems USA Inc (FIX)
BLD
Topbuild Corp
$428.03
0.00%
INDUSTRIALS · Cap: $12.05B
FIX
Comfort Systems USA Inc
$1,952.37
+0.53%
INDUSTRIALS · Cap: $68.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Comfort Systems USA Inc generates 80% more annual revenue ($10.14B vs $5.62B). FIX leads profitability with a 12.1% profit margin vs 8.9%. BLD trades at a lower P/E of 24.1x. FIX earns a higher WallStSmart Score of 60/100 (C).
BLD
Hold47
out of 100
Grade: D+
FIX
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.5%
Fair Value
$356.84
Current Price
$428.03
$71.19 premium
Intrinsic value data unavailable for FIX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
17.2% revenue growth
Every $100 of equity generates 53 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 38.8% YoY
Areas to Watch
Elevated debt levels
Earnings declined 11.8%
1.0% revenue growth
Premium valuation, high expectations priced in
Trading at 106.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BLD
The strongest argument for BLD centers on Altman Z-Score, Return on Equity, Revenue Growth. Revenue growth of 17.2% demonstrates continued momentum.
Bull Case : FIX
The strongest argument for FIX centers on Return on Equity, Altman Z-Score, Market Cap. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : BLD
The primary concerns for BLD are Debt/Equity, EPS Growth.
Bear Case : FIX
The primary concerns for FIX are Revenue Growth, P/E Ratio, Price/Book. A P/E of 56.2x leaves little room for execution misses.
Key Dynamics to Monitor
BLD profiles as a growth stock while FIX is a value play — different risk/reward profiles.
BLD carries more volatility with a beta of 1.86 — expect wider price swings.
BLD is growing revenue faster at 17.2% — sustainability is the question.
FIX generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
FIX scores higher overall (60/100 vs 47/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Topbuild Corp
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
TopBuild Corp. The company is headquartered in Daytona Beach, Florida.
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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