Topbuild Corp (BLD)vsComfort Systems USA Inc (FIX)
BLD
Topbuild Corp
$354.53
0.00%
INDUSTRIALS · Cap: $9.94B
FIX
Comfort Systems USA Inc
$1,017.50
+5.45%
INDUSTRIALS · Cap: $43.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Comfort Systems USA Inc generates 123% more annual revenue ($12.54B vs $5.62B). FIX leads profitability with a 13.0% profit margin vs 8.9%. BLD trades at a lower P/E of 19.9x. FIX earns a higher WallStSmart Score of 76/100 (B+).
BLD
Buy51
out of 100
Grade: C-
FIX
Strong Buy76
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 21 in profit
17.2% revenue growth
Growing faster than its price suggests
Every $100 of equity generates 49 in profit
Revenue surging 53.7% year-over-year
Earnings expanding 68.6% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Elevated debt levels
Weak financial health signals
Earnings declined 11.8%
Moderate valuation
Trading at 10.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BLD
The strongest argument for BLD centers on Return on Equity, Revenue Growth. Revenue growth of 17.2% demonstrates continued momentum.
Bull Case : FIX
The strongest argument for FIX centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 53.7% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bear Case : BLD
The primary concerns for BLD are Debt/Equity, Piotroski F-Score, EPS Growth.
Bear Case : FIX
The primary concerns for FIX are P/E Ratio, Price/Book.
Key Dynamics to Monitor
BLD carries more volatility with a beta of 1.83 — expect wider price swings.
FIX is growing revenue faster at 53.7% — sustainability is the question.
FIX generates stronger free cash flow (800M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FIX scores higher overall (76/100 vs 51/100) and 53.7% revenue growth. Both earn "Strong 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.
Topbuild Corp
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
TopBuild Corp. The company is headquartered in Daytona Beach, Florida.
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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