Costco Wholesale Corporation vs Comfort Systems USA Inc — how do they compare? Costco Wholesale Corporation trades at $923.76 (market cap $408.78B), while Comfort Systems USA Inc trades at $1,743.42 (market cap $62.49B). The key difference: Costco Wholesale Corporation is far larger — about 6.5× Comfort Systems USA Inc's market cap, and Costco Wholesale Corporation pays the higher dividend (0.64%). Which is the better fit depends on your goals.
| COST | FIX | |
|---|---|---|
Market Cap | $408.78B | $62.49B |
Sector | Consumer Staples | Technology |
52-Week High | $1.09K | $2.07K |
52-Week Low | $849.63 | $532.14 |
Enterprise Value | $396.92B | $61.78B |
Dividend Yield | 0.64% | 0.15% |
Signals from Pluang's Aura AI — not financial advice
Costco (COST) trades at $920.54, down 0.64% on the day, with a bearish technical signal from moving averages. The company reported revenue of $275.24 billion in 2025, with net income of $8.10 billion, and recently announced strong March sales growth of 11.3% year-over-year (GlobeNewsWire, 2026-04-08). Analyst consensus is strongly bullish with a $1,120 price target, supported by 38 buy ratings.
The stock's high P/E of 46.37 reflects premium valuation, but consistent revenue growth and membership fee increases underpin fundamentals. Risks include competitive pressures and sensitivity to consumer spending. Upside potential exists if the stock pulls back toward support levels, aligning with analyst targets.
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
The leading warehouse club, Costco has 815 stores worldwide (at the end of fiscal 2021), with most sales derived in the United States (72%) and Canada (14%). It sells memberships that allow customers to shop in its warehouses, which feature low prices on a limited product assortment. Costco mainly caters to individual shoppers, but roughly 20% of paid members carry business memberships. Food and sundries accounted for 40% of fiscal 2021 sales, with non-food merchandise 29%, warehouse ancillary and other businesses (such as fuel and pharmacy) nearly 17%, and fresh food 14%. Costco's warehouses average around 146,000 square feet
Read more on COST →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 →