AECOM (ACM) vs Comfort Systems USA, Inc. (FIX)

AECOM and Comfort Systems USA, Inc. are both Engineering & Construction companies. Comfort Systems USA, Inc. is the larger, with a market value of $33.8B against $8.6B — 3.9× the size. Comfort Systems USA, Inc. trades at the lower P/E: 20.8× against 30.2×. Comfort Systems USA, Inc. grew revenue faster over the last twelve months: 50.7% against −4.24%. Comfort Systems USA, Inc. has the higher net margin (13.0% vs 1.87%) and the higher return on invested capital (106.7% vs 9.62%). Both pay a dividend; AECOM yields more (1.86% vs 0.31%). Across the 23 metrics below, Comfort Systems USA, Inc. leads on 18 and AECOM on 5.

Valuation

Metric ACM FIX Engineering & Construction median
P/E 30.23 20.84 27.65
P/S 0.56 2.71 0.85
P/B 3.58 10.17 3.04
Price to free cash flow 42.15 14.52 19.05
EV/EBITDA 12.16 14.06 11.89
EV/Sales 0.67 2.54 1.20
Earnings yield 3.31% 4.80% 2.77%
Free cash flow yield 2.37% 6.89% 2.00%

Profitability

Metric ACM FIX Engineering & Construction median
Gross margin 5.68% 25.57% 18.76%
Operating margin 4.10% 16.70% 6.43%
Net margin 1.87% 13.01% 2.14%
Free cash flow margin 1.32% 19.53% 1.12%
Return on equity 11.30% 58.61% 6.05%
Return on assets 2.37% 20.94% 1.19%
Return on invested capital 9.62% 106.73% 2.52%

Growth

Metric ACM FIX Engineering & Construction median
Revenue growth (TTM) (4.24%) 50.70% 18.09%
EPS growth (last fiscal year) 42.71% 97.81% 13.42%
Revenue growth, 5-year CAGR 4.04% 26.08% 12.23%
Net income growth, 5-year CAGR 0.00% 46.77% 0.00%

Health

Metric ACM FIX Engineering & Construction median
Debt to equity 1.13 0.01 0.41
Current ratio 1.06 1.15 1.37
Net debt to EBITDA 0.93 (0.57) 0.38

Dividend

Metric ACM FIX Engineering & Construction median
Dividend yield 1.86% 0.31% 0.68%
Payout ratio 0.57 0.06 0.18

Size

Metric ACM FIX Engineering & Construction median
Market cap 8.59b 33.76b 1.13b

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