Aecom Technology Corporation (ACM)vsComfort Systems USA Inc (FIX)
ACM
Aecom Technology Corporation
$71.14
-2.12%
INDUSTRIALS · Cap: $9.01B
FIX
Comfort Systems USA Inc
$1,843.94
-3.69%
INDUSTRIALS · Cap: $66.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Aecom Technology Corporation generates 58% more annual revenue ($15.99B vs $10.14B). FIX leads profitability with a 12.1% profit margin vs 3.2%. ACM appears more attractively valued with a PEG of 0.71. ACM earns a higher WallStSmart Score of 64/100 (C+).
ACM
Buy64
out of 100
Grade: C+
FIX
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-65.9%
Fair Value
$60.80
Current Price
$71.14
$10.34 premium
Intrinsic value data unavailable for FIX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 28.5% YoY
Every $100 of equity generates 43 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 38.8% YoY
Areas to Watch
0.8% revenue growth
Distress zone — elevated risk
3.2% margin — thin
Elevated debt levels
1.0% revenue growth
Premium valuation, high expectations priced in
Trading at 100.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACM
The strongest argument for ACM centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.71 suggests the stock is reasonably priced for its growth.
Bull Case : FIX
The strongest argument for FIX centers on Return on Equity, Altman Z-Score, Market Cap. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bear Case : ACM
The primary concerns for ACM are Revenue Growth, Altman Z-Score, Profit Margin. Thin 3.2% margins leave little buffer for downturns.
Bear Case : FIX
The primary concerns for FIX are Revenue Growth, P/E Ratio, Price/Book. A P/E of 54.4x leaves little room for execution misses.
Key Dynamics to Monitor
FIX carries more volatility with a beta of 1.71 — expect wider price swings.
FIX is growing revenue faster at 1.0% — sustainability is the question.
FIX generates stronger free cash flow (241M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACM scores higher overall (64/100 vs 62/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aecom Technology Corporation
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
AECOM provides professional construction and program management services in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Los Angeles, California.
Visit Website →Comfort Systems USA Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair and replacement services for the mechanical and electrical service industry in the United States. The company is headquartered in Houston, Texas.
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