Cardinal Health Inc vs Comfort Systems USA Inc — how do they compare? Cardinal Health Inc trades at $228.8 (market cap $53.89B), while Comfort Systems USA Inc trades at $1,786.5 (market cap $62.49B). The key difference: Comfort Systems USA Inc is the larger of the two by market cap, and Cardinal Health Inc pays the higher dividend (0.89%). Which is the better fit depends on your goals.
| CAH | FIX | |
|---|---|---|
Market Cap | $53.89B | $62.49B |
Sector | Health | Technology |
52-Week High | $239.71 | $2.07K |
52-Week Low | $146.04 | $532.14 |
Enterprise Value | $58.87B | $61.78B |
Dividend Yield | 0.89% | 0.15% |
Signals from Pluang's Aura AI — not financial advice
Cardinal Health (CAH) trades at $233.66, down 0.91% in the last session, with a bullish technical signal from moving averages and strong analyst support. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $3.17 surpassing expectations. Revenue reached $222.58 billion in 2025, though net margins remain thin at 0.62%. Recent news highlights growth potential in medical supplies, with earnings results for fiscal 2026 due August 11.
The outlook for CAH is positive, driven by earnings momentum and sector tailwinds, but risks include high leverage with debt-to-asset ratio at 16.09% and competitive pressures. Analyst consensus is bullish with a $248 price target, suggesting 6% upside. Investors should weigh solid operational cash flow against negative shareholder equity and investing outflows.
Comfort Systems USA (FIX) trades at $1,732.03, down 1.37% on the day, amid a bearish technical signal despite strong fundamental performance. The company has consistently beaten earnings expectations with Q1 2026 EPS of $10.51 versus $6.81 expected, driven by robust revenue growth and a 12.07% net income margin. Recent news highlights the company's expansion in modular capabilities and leadership in AI infrastructure demand, with a record backlog supporting future growth.
The stock presents a compelling growth story with strong earnings momentum and analyst consensus pointing to significant upside (price target $2,100), but faces risks from execution challenges on its record backlog and premium valuation multiples (P/E 51.24). Investors should weigh the company's solid cash flow generation and market position against technical weakness and high expectations.
Trailing returns across standard periods
Cardinal Health is a leading pharmaceutical wholesaler, engaged in the sourcing and distribution of branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail-order), hospitals networks, and healthcare providers. Along with AmerisourceBergen and McKesson, the three compose well over 90% of the U.S. pharmaceutical wholesale industry. Cardinal Health also supplies medical-surgical products and equipment to healthcare facilities in North America, Europe, and Asia.
Read more on CAH →Comfort Systems USA is a premier provider of mechanical and electrical contracting services. It specializes in HVAC, plumbing, and energy management solutions for commercial and industrial facilities.
Read more on FIX →