FIX · Comfort Systems USA, Inc.
Mechanical and electrical contractor for data centers and industry
Risiko 7/10 · HIGH RISK · datacenter-boom contractor · $1,610 ▲ 1.91%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $1,610
- Market cap $56.7B
- P/E (ttm) 39.68
- Div yield 0.22%
- 52-wk range $698.06 – $2073.99
- Index rank #190 / —
Wichtigste Risiken
- Data-center capex cycle turns and backlog dries up (Shareholders) — EXTREME
- Growth multiple on cyclical construction earnings (Shareholders) — HIGH
- Heavy insider selling into the run-up (Shareholders) — MED
- Fixed-price contract cost overruns and labor scarcity (Shareholders) — MED
Fazit
Extraordinary execution priced for continuation; when data-center capex pauses, this falls hard.
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