FIX - Comfort Systems USA: Electrified With New Acquisitions

2024-02-02 12:28:37 ET

Summary

• Comfort Systems USA, Inc. has seen a very strong 2023 and the years before.
• The company provides mechanical, electrical, and plumbing installation services across the U.S., with a focus on the industrial market.
• Recent acquisitions and strong organic growth have driven sales and earnings growth, but there are concerns about potential margin reversal and the high share price.

It was late November of last year when I concluded that the run continued in the case of Comfort Systems USA, Inc. ( FIX ) , although the risk-reward had deteriorated quite a bit after a 40% return seen year to date at that point in time....

For further details see: