WallStSmart

Comfort Systems USA Inc (FIX)vsGranite Construction Incorporated (GVA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Comfort Systems USA Inc generates 126% more annual revenue ($11.23B vs $4.97B). FIX leads profitability with a 12.8% profit margin vs -3.3%. GVA appears more attractively valued with a PEG of 0.12. FIX earns a higher WallStSmart Score of 62/100 (C+).

FIX

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 8.0Value: 5.7Quality: 7.5
Piotroski: 5/9Altman Z: 3.14

GVA

Buy

53

out of 100

Grade: C-

Growth: 8.0Profit: 5.5Value: 5.7Quality: 4.5
Piotroski: 3/9Altman Z: 2.00
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for FIX.

GVASignificantly Overvalued (-82.3%)

Margin of Safety

-82.3%

Fair Value

$73.06

Current Price

$118.92

$45.86 premium

UndervaluedFair: $73.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FIX6 strengths · Avg: 9.0/10
Return on EquityProfitability
44.6%10/10

Every $100 of equity generates 45 in profit

Altman Z-ScoreHealth
3.1410/10

Safe zone — low bankruptcy risk

Market CapQuality
$59.51B9/10

Large-cap with strong market position

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.538/10

Growing faster than its price suggests

EPS GrowthGrowth
38.8%8/10

Earnings expanding 38.8% YoY

GVA3 strengths · Avg: 8.7/10
PEG RatioValuation
0.1210/10

Growing faster than its price suggests

Revenue GrowthGrowth
29.3%8/10

Revenue surging 29.3% year-over-year

EPS GrowthGrowth
25.1%8/10

Earnings expanding 25.1% YoY

Areas to Watch

FIX3 concerns · Avg: 3.3/10
P/E RatioValuation
39.2x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
1.0%4/10

1.0% revenue growth

Price/BookValuation
92.1x2/10

Trading at 92.1x book value

GVA3 concerns · Avg: 1.7/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Profit MarginProfitability
-3.3%1/10

Currently unprofitable

Debt/EquityHealth
2.301/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : FIX

The strongest argument for FIX centers on Return on Equity, Altman Z-Score, Market Cap. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bull Case : GVA

The strongest argument for GVA centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 29.3% demonstrates continued momentum. PEG of 0.12 suggests the stock is reasonably priced for its growth.

Bear Case : FIX

The primary concerns for FIX are P/E Ratio, Revenue Growth, Price/Book.

Bear Case : GVA

The primary concerns for GVA are Piotroski F-Score, Profit Margin, Debt/Equity. Debt-to-equity of 2.30 is elevated, increasing financial risk.

Key Dynamics to Monitor

FIX profiles as a value stock while GVA is a growth play — different risk/reward profiles.

FIX carries more volatility with a beta of 1.68 — expect wider price swings.

GVA is growing revenue faster at 29.3% — sustainability is the question.

FIX generates stronger free cash flow (998M), providing more financial flexibility.

Bottom Line

FIX scores higher overall (62/100 vs 53/100). 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.

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.

Granite Construction Incorporated

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Granite Construction Incorporated is an infrastructure contractor and producer of building materials in the United States. The company is headquartered in Watsonville, California.

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