Comfort Systems USA, Inc. (FIX) vs Jacobs Solutions Inc. (J)

Comfort Systems USA, Inc. and Jacobs Solutions Inc. are both Engineering & Construction companies. Comfort Systems USA, Inc. is the larger, with a market value of $58.3B against $15.8B — 3.7× the size. Comfort Systems USA, Inc. trades at the lower P/E: 40.7× against 48.7×. Comfort Systems USA, Inc. grew revenue faster over the last twelve months: 46.1% against 20.1%. Comfort Systems USA, Inc. has the higher net margin (12.8% vs 2.38%) and the higher return on invested capital (81.6% vs 7.19%). Both pay a dividend; Jacobs Solutions Inc. yields more (0.80% vs 0.36%). Across the 23 metrics below, Comfort Systems USA, Inc. leads on 15 and Jacobs Solutions Inc. on 8.

Valuation

Metric FIX J Engineering & Construction median
P/E 40.67 48.72 28.59
P/S 5.19 1.15 1.15
P/B 18.12 5.01 3.96
Price to free cash flow 28.43 25.10 25.24
EV/EBITDA 28.17 22.11 14.87
EV/Sales 5.03 1.37 1.42
Earnings yield 2.46% 2.05% 2.47%
Free cash flow yield 3.52% 3.98% 1.91%

Profitability

Metric FIX J Engineering & Construction median
Gross margin 25.66% 22.07% 18.76%
Operating margin 16.47% 4.57% 6.26%
Net margin 12.78% 2.38% 2.23%
Free cash flow margin 19.27% 4.56% 1.83%
Return on equity 55.29% 9.56% 7.90%
Return on assets 21.17% 2.92% 0.87%
Return on invested capital 81.59% 7.19% 2.52%

Growth

Metric FIX J Engineering & Construction median
Revenue growth (TTM) 46.11% 20.14% 16.67%
EPS growth (last fiscal year) 97.81% (62.34%) —
Revenue growth, 5-year CAGR 26.08% (2.38%) 11.76%
Net income growth, 5-year CAGR 46.77% (10.07%) 0.00%

Health

Metric FIX J Engineering & Construction median
Debt to equity 0.02 1.10 0.40
Current ratio 1.21 1.29 1.39
Net debt to EBITDA (0.57) 0.91 0.38

Dividend

Metric FIX J Engineering & Construction median
Dividend yield 0.36% 0.80% 0.65%
Payout ratio 0.10 0.17 0.00

Size

Metric FIX J Engineering & Construction median
Market cap 58.25b 15.84b 1.31b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack