- Entry
- $1,640.00
- Now
- $1,751.00 +6.8%
- Target
- —
- Score
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I’ve been digging into the recent financials for Comfort Systems (FIX) and wanted to share a breakdown of the numbers for anyone looking at the industrial/electrical space. The fundamentals seem to be there: \- A PEG of 0.56 suggests it's undervalued relative to its growth. \- Gross margins expanded from 21% to 24.1% even while dealing with labor and supply chain issues. \- A $11.94B backlog (up \~99% YoY) suggests high visibility for the next few quarters. However, the MD&A …
— ORIGINAL POST ·
Comfort Systems: Expanding margins at the cost of volatility.
· r/ValueInvesting
· Sep 15, 2026