Professional
Added to YB: 2026-04-27
Pitch date: 2026-03-31
FIX [neutral]
Comfort Systems USA, Inc.
+28.72%
current return
Author Info
No bio for this author
Company Info
Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.
Market Cap
$60.7B
Pitch Price
$1.4K
Price Target
N/A
Dividend
0.16%
EV/EBITDA
30.72
P/E
49.81
EV/Sales
5.91
Sector
Construction and Engineering
Category
growth
Alger Mid Cap Focus Fund Portfolio Holding: Comfort Systems USA, Inc.
FIX (holding update): Leading HVAC/electrical contractor for commercial, industrial & institutional buildings, now critical data center infrastructure partner for hyperscaler buildout. Q4 beat w/ strong rev growth, record margins, backlog nearly 2x YoY. Tech projects (primarily data centers) now substantially larger share of revenue mix.
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