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 $52.1B against $16.6B — 3.1× the size. Comfort Systems USA, Inc. trades at the lower P/E: 35.4× against 49.7×. 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 (0.99% vs 0.21%). Across the 23 metrics below, Comfort Systems USA, Inc. leads on 17 and Jacobs Solutions Inc. on 6.

Valuation

Metric FIX J Engineering & Construction median
P/E 35.36 49.68 29.24
P/S 4.51 1.17 1.09
P/B 15.75 5.11 3.39
Price to free cash flow 24.72 25.59 24.81
EV/EBITDA 24.37 22.48 14.38
EV/Sales 4.35 1.39 1.37
Earnings yield 2.83% 2.01% 2.83%
Free cash flow yield 4.05% 3.91% 2.28%

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%) 13.42%
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 0.21% 0.99% 0.63%
Payout ratio 0.07 0.50 0.17

Size

Metric FIX J Engineering & Construction median
Market cap 52.13b 16.62b 1.09b

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