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 $33.8B against $17.3B — 2.0× the size. Comfort Systems USA, Inc. trades at the lower P/E: 20.8× against 51.3×. Comfort Systems USA, Inc. grew revenue faster over the last twelve months: 50.7% against 20.1%. Comfort Systems USA, Inc. has the higher net margin (13.0% vs 2.38%) and the higher return on invested capital (106.7% vs 7.19%). Both pay a dividend; Jacobs Solutions Inc. yields more (0.95% vs 0.31%). Across the 23 metrics below, Comfort Systems USA, Inc. leads on 18 and Jacobs Solutions Inc. on 5.

Valuation

Metric FIX J Engineering & Construction median
P/E 20.84 51.28 27.65
P/S 2.71 1.22 0.85
P/B 10.17 5.33 3.04
Price to free cash flow 14.52 26.70 19.05
EV/EBITDA 14.06 23.29 11.89
EV/Sales 2.54 1.45 1.20
Earnings yield 4.80% 1.95% 2.77%
Free cash flow yield 6.89% 3.75% 2.00%

Profitability

Metric FIX J Engineering & Construction median
Gross margin 25.57% 22.07% 18.76%
Operating margin 16.70% 4.57% 6.43%
Net margin 13.01% 2.38% 2.14%
Free cash flow margin 19.53% 4.56% 1.12%
Return on equity 58.61% 9.56% 6.05%
Return on assets 20.94% 2.92% 1.19%
Return on invested capital 106.73% 7.19% 2.52%

Growth

Metric FIX J Engineering & Construction median
Revenue growth (TTM) 50.70% 20.14% 18.09%
EPS growth (last fiscal year) 97.81% (62.34%) 13.42%
Revenue growth, 5-year CAGR 26.08% (2.38%) 12.23%
Net income growth, 5-year CAGR 46.77% (10.07%) 0.00%

Health

Metric FIX J Engineering & Construction median
Debt to equity 0.01 1.10 0.41
Current ratio 1.15 1.29 1.37
Net debt to EBITDA (0.57) 0.91 0.38

Dividend

Metric FIX J Engineering & Construction median
Dividend yield 0.31% 0.95% 0.68%
Payout ratio 0.06 0.49 0.18

Size

Metric FIX J Engineering & Construction median
Market cap 33.76b 17.27b 1.13b

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