CDW Corp. vs Comfort Systems USA Inc — how do they compare? CDW Corp. trades at $135.5 (market cap $17.06B), while Comfort Systems USA Inc trades at $1,693.21 (market cap $58.94B). The key difference: Comfort Systems USA Inc is far larger — about 3.5× CDW Corp.'s market cap, and CDW Corp. pays the higher dividend (1.85%). Which is the better fit depends on your goals.
| CDW | FIX | |
|---|---|---|
Market Cap | $17.06B | $58.94B |
Sector | Technology | Technology |
52-Week High | $170.77 | $2.07K |
52-Week Low | $99.30 | $680.86 |
Enterprise Value | $22.66B | $57.42B |
Dividend Yield | 1.85% | 0.21% |
Signals from Pluang's Aura AI — not financial advice
CDW trades at $135.81, down 4.34% amid margin concerns despite Q2 2026 earnings beat. The stock shows neutral technical signals with support at $134 and resistance at $139. Fundamentals remain solid with 10% revenue growth and strong ROE of 44.01%, though net margins compressed to 4.6%. Recent news highlights CFO transition plans for 2027 and continued dividend payments.
Outlook remains positive with analyst consensus at Buy (70.59%) and $148.67 price target, offering 9.5% upside. Key risks include margin pressure from hardware mix shift and elevated debt levels. AI infrastructure demand provides growth catalyst, but investors should monitor execution amid leadership changes.
FIX trades at $1,694.55, down 1.11% today, with a bearish technical signal from moving averages and RSI near overbought levels. The company reported strong Q2 2026 earnings, beating estimates with EPS of $12.53 versus $10.45 expected, driven by robust data center demand. Revenue grew to $11.2B in 2026, with net profit margin expanding to 12.77%. Analyst consensus is bullish with a $2,170 price target, though valuation multiples like P/E of 41.22 appear elevated.
Outlook remains positive given record backlog and AI-driven demand, but risks include high execution demands and premium valuation. The stock offers growth exposure to the construction and data center sectors, supported by institutional interest and consistent dividend payments, though investors should monitor capacity constraints and competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →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 →