WallStSmart

Comfort Systems USA Inc (FIX)vsMatrix Service Co (MTRX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Comfort Systems USA Inc generates 1099% more annual revenue ($10.14B vs $845.48M). FIX leads profitability with a 12.1% profit margin vs -1.8%. FIX appears more attractively valued with a PEG of 0.85. FIX earns a higher WallStSmart Score of 62/100 (C+).

FIX

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 8.0Value: 5.0Quality: 7.5
Piotroski: 5/9Altman Z: 3.14

MTRX

Buy

52

out of 100

Grade: C-

Growth: 6.0Profit: 2.5Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.29
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for FIX.

MTRXUndervalued (+11.4%)

Margin of Safety

+11.4%

Fair Value

$13.13

Current Price

$13.81

$0.68 discount

UndervaluedFair: $13.13Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FIX6 strengths · Avg: 9.0/10
Return on EquityProfitability
43.5%10/10

Every $100 of equity generates 43 in profit

Altman Z-ScoreHealth
3.1410/10

Safe zone — low bankruptcy risk

Market CapQuality
$66.26B9/10

Large-cap with strong market position

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.858/10

Growing faster than its price suggests

EPS GrowthGrowth
38.8%8/10

Earnings expanding 38.8% YoY

MTRX3 strengths · Avg: 9.0/10
EPS GrowthGrowth
175.0%10/10

Earnings expanding 175.0% YoY

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

FIX3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.0%4/10

1.0% revenue growth

P/E RatioValuation
54.4x2/10

Premium valuation, high expectations priced in

Price/BookValuation
100.4x2/10

Trading at 100.4x book value

MTRX4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.3%4/10

3.3% revenue growth

Market CapQuality
$384.59M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.9%3/10

Operating margin of 0.9%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : FIX

The strongest argument for FIX centers on Return on Equity, Altman Z-Score, Market Cap. PEG of 0.85 suggests the stock is reasonably priced for its growth.

Bull Case : MTRX

The strongest argument for MTRX centers on EPS Growth, Debt/Equity, Price/Book. PEG of 1.30 suggests the stock is reasonably priced for its growth.

Bear Case : FIX

The primary concerns for FIX are Revenue Growth, P/E Ratio, Price/Book. A P/E of 54.4x leaves little room for execution misses.

Bear Case : MTRX

The primary concerns for MTRX are Revenue Growth, Market Cap, Operating Margin.

Key Dynamics to Monitor

FIX profiles as a value stock while MTRX is a turnaround play — different risk/reward profiles.

FIX carries more volatility with a beta of 1.71 — expect wider price swings.

MTRX is growing revenue faster at 3.3% — sustainability is the question.

FIX generates stronger free cash flow (241M), providing more financial flexibility.

Bottom Line

FIX scores higher overall (62/100 vs 52/100). Both earn "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.

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.

Matrix Service Co

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Matrix Service Company provides engineering, manufacturing, infrastructure, construction, and maintenance services primarily to the oil, gas, energy, petrochemical, industrial, agricultural, mining, and mineral markets in the United States, Canada, South Korea, Australia, and internationally. . The company is headquartered in Tulsa, Oklahoma.

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