PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Comfort Systems USA, Inc. (FIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US1999081045

CUSIP

199908104

Sector

Industrials

IPO Date

Jun 27, 1997

Highlights

Market Cap

$16.18B

EPS (TTM)

$13.09

PE Ratio

34.72

PEG Ratio

2.06

Total Revenue (TTM)

$6.52B

Gross Profit (TTM)

$1.29B

EBITDA (TTM)

$758.88M

Year Range

$193.64 - $510.79

Target Price

$534.40

Short %

2.66%

Short Ratio

1.85

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
FIX vs. AAON FIX vs. IESC FIX vs. HWKN FIX vs. KNSL FIX vs. ATKR FIX vs. VOO FIX vs. SPY FIX vs. NVDA FIX vs. LLY FIX vs. HUM
Popular comparisons:
FIX vs. AAON FIX vs. IESC FIX vs. HWKN FIX vs. KNSL FIX vs. ATKR FIX vs. VOO FIX vs. SPY FIX vs. NVDA FIX vs. LLY FIX vs. HUM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Comfort Systems USA, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%1,000.00%2,000.00%3,000.00%4,000.00%JulyAugustSeptemberOctoberNovemberDecember
3,305.81%
568.42%
FIX (Comfort Systems USA, Inc.)
Benchmark (^GSPC)

Returns By Period

Comfort Systems USA, Inc. had a return of 113.90% year-to-date (YTD) and 113.01% in the last 12 months. Over the past 10 years, Comfort Systems USA, Inc. had an annualized return of 39.41%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.


FIX

YTD

113.90%

1M

-7.94%

6M

38.85%

1Y

113.01%

5Y*

55.24%

10Y*

39.41%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of FIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.74%40.58%4.00%-2.61%5.89%-7.09%9.31%6.45%10.42%0.18%26.24%113.90%
20235.18%20.16%0.48%2.42%-0.88%10.96%5.95%6.23%-7.67%6.71%6.58%6.25%79.62%
2022-9.26%-4.23%3.67%-5.16%6.46%-7.32%27.07%-4.91%-3.00%26.66%2.95%-9.21%16.98%
20215.26%11.74%20.90%10.15%0.80%-4.96%-5.13%1.80%-6.13%28.25%3.85%4.29%88.98%
2020-6.92%-9.01%-13.21%-8.89%11.51%10.14%21.99%2.13%1.66%-11.09%10.28%4.50%6.73%
20199.82%11.78%-2.12%3.26%-12.62%8.08%-17.63%-7.73%14.41%13.97%1.57%-2.45%15.07%
2018-2.41%-3.64%0.67%2.30%11.21%-2.24%21.29%3.49%-1.74%-5.18%-1.38%-17.05%0.73%
20171.65%12.70%-3.75%0.14%-5.93%7.69%-10.24%2.48%4.85%24.09%-2.88%1.63%32.13%
2016-0.28%-1.02%13.51%-7.18%8.75%1.78%-6.72%-6.32%3.24%-1.57%11.88%3.42%18.26%
2015-2.75%12.31%12.87%-1.66%8.80%2.23%20.44%0.52%-1.66%17.13%-0.39%-10.46%67.72%
2014-12.12%-3.58%-6.93%-1.57%10.39%-4.24%-5.70%2.40%-10.86%13.36%-6.07%19.14%-10.40%
20136.17%-3.33%13.34%-8.94%8.12%7.96%3.55%-1.93%11.32%10.83%10.34%-5.41%61.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 95, FIX is among the top 5% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FIX is 9595
Overall Rank
The Sharpe Ratio Rank of FIX is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of FIX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of FIX is 9292
Omega Ratio Rank
The Calmar Ratio Rank of FIX is 9999
Calmar Ratio Rank
The Martin Ratio Rank of FIX is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Comfort Systems USA, Inc. (FIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FIX, currently valued at 2.52, compared to the broader market-4.00-2.000.002.002.522.10
The chart of Sortino ratio for FIX, currently valued at 2.88, compared to the broader market-4.00-2.000.002.004.002.882.80
The chart of Omega ratio for FIX, currently valued at 1.40, compared to the broader market0.501.001.502.001.401.39
The chart of Calmar ratio for FIX, currently valued at 7.12, compared to the broader market0.002.004.006.007.123.09
The chart of Martin ratio for FIX, currently valued at 17.97, compared to the broader market-5.000.005.0010.0015.0020.0025.0017.9713.49
FIX
^GSPC

The current Comfort Systems USA, Inc. Sharpe ratio is 2.52. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Comfort Systems USA, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
2.52
2.10
FIX (Comfort Systems USA, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Comfort Systems USA, Inc. provided a 0.27% dividend yield over the last twelve months, with an annual payout of $1.20 per share. The company has been increasing its dividends for 18 consecutive years.


0.40%0.60%0.80%1.00%1.20%1.40%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.20$0.85$0.56$0.48$0.43$0.40$0.33$0.30$0.28$0.25$0.23$0.21

Dividend yield

0.27%0.41%0.49%0.49%0.81%0.79%0.76%0.68%0.83%0.88%1.31%1.08%

Monthly Dividends

The table displays the monthly dividend distributions for Comfort Systems USA, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.25$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.35$0.00$1.20
2023$0.00$0.00$0.18$0.00$0.20$0.00$0.00$0.23$0.00$0.00$0.25$0.00$0.85
2022$0.00$0.00$0.13$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.56
2021$0.00$0.00$0.12$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.48
2020$0.00$0.00$0.11$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.43
2019$0.00$0.00$0.10$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2018$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.33
2017$0.00$0.00$0.07$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.30
2016$0.00$0.00$0.07$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.28
2015$0.00$0.00$0.06$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.25
2014$0.00$0.00$0.06$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.23
2013$0.05$0.00$0.05$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.21

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.3%
Comfort Systems USA, Inc. has a dividend yield of 0.27%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%9.2%
Comfort Systems USA, Inc. has a payout ratio of 9.18%, which is below the market average. This means Comfort Systems USA, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.03%
-2.62%
FIX (Comfort Systems USA, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Comfort Systems USA, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Comfort Systems USA, Inc. was 93.36%, occurring on Apr 16, 2003. Recovery took 3044 trading sessions.

The current Comfort Systems USA, Inc. drawdown is 13.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.36%Jul 14, 19981197Apr 16, 20033044May 20, 20154241
-49.68%Nov 9, 2018362Apr 21, 2020181Jan 7, 2021543
-28.15%Sep 25, 199739Nov 18, 199790Mar 31, 1998129
-26.82%Dec 9, 201541Feb 8, 2016202Nov 23, 2016243
-26.5%Nov 19, 2021145Jun 17, 202228Jul 29, 2022173

Volatility

Volatility Chart

The current Comfort Systems USA, Inc. volatility is 11.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
11.06%
3.79%
FIX (Comfort Systems USA, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Comfort Systems USA, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Comfort Systems USA, Inc. compared to its peers in the Engineering & Construction industry.


PE Ratio
20.040.060.080.0100.034.7
The chart displays the price to earnings (P/E) ratio for FIX in comparison to other companies of the Engineering & Construction industry. Currently, FIX has a PE value of 34.7. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-150.0-100.0-50.00.02.1
The chart displays the price to earnings to growth (PEG) ratio for FIX in comparison to other companies of the Engineering & Construction industry. Currently, FIX has a PEG value of 2.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Comfort Systems USA, Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab