Comfort Systems USA Inc (FIX)vsMYR Group Inc (MYRG)
FIX
Comfort Systems USA Inc
$1,470.64
+0.62%
INDUSTRIALS · Cap: $51.55B
MYRG
MYR Group Inc
$285.18
+0.36%
INDUSTRIALS · Cap: $4.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Comfort Systems USA Inc generates 149% more annual revenue ($9.10B vs $3.66B). FIX leads profitability with a 11.2% profit margin vs 3.2%. FIX appears more attractively valued with a PEG of 1.44. FIX earns a higher WallStSmart Score of 72/100 (B).
FIX
Strong Buy72
out of 100
Grade: B
MYRG
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.2%
Fair Value
$1354.39
Current Price
$1470.64
$116.25 discount
Margin of Safety
+23.3%
Fair Value
$352.87
Current Price
$285.18
$67.69 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Earnings expanding 137.1% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
17.3% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Trading at 21.1x book value
Premium valuation, high expectations priced in
3.2% margin — thin
Operating margin of 4.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : MYRG
The strongest argument for MYRG centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 17.3% demonstrates continued momentum.
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.
Bear Case : MYRG
The primary concerns for MYRG are P/E Ratio, Profit Margin, Operating Margin. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
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.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FIX scores higher overall (72/100 vs 53/100) and 41.7% revenue growth. MYRG offers better value entry with a 23.3% margin of safety. 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.
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.
MYR Group Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MYR Group Inc., provides electrical construction services in the United States and Canada. The company is headquartered in Henderson, Colorado.
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