Topbuild Corp (BLD)vsComfort Systems USA Inc (FIX)
BLD
Topbuild Corp
$401.82
-1.11%
INDUSTRIALS · Cap: $11.57B
FIX
Comfort Systems USA Inc
$2,066.51
-3.69%
INDUSTRIALS · Cap: $68.68B
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 23.1x. FIX earns a higher WallStSmart Score of 62/100 (C+).
BLD
Hold50
out of 100
Grade: D+
FIX
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 21 in profit
17.2% revenue growth
Every $100 of equity generates 43 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 38.8% YoY
Areas to Watch
Elevated debt levels
Weak financial health signals
Earnings declined 11.8%
1.0% revenue growth
Premium valuation, high expectations priced in
Trading at 112.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BLD
The strongest argument for BLD centers on 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 0.93 suggests the stock is reasonably priced for its growth.
Bear Case : BLD
The primary concerns for BLD are Debt/Equity, Piotroski F-Score, EPS Growth.
Bear Case : FIX
The primary concerns for FIX are Revenue Growth, P/E Ratio, Price/Book. A P/E of 56.5x 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 1.81 — 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 (62/100 vs 50/100). 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.
Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?