EPR Properties vs Comfort Systems USA Inc — how do they compare? EPR Properties trades at $61.9 (market cap $4.60B), while Comfort Systems USA Inc trades at $1,675.27 (market cap $61.14B). The key difference: Comfort Systems USA Inc is far larger — about 13.3× EPR Properties's market cap, and EPR Properties pays the higher dividend (6.19%). Which is the better fit depends on your goals.
| EPR | FIX | |
|---|---|---|
Market Cap | $4.60B | $61.14B |
Sector | Real Estate | Technology |
52-Week High | $60.81 | $2.07K |
52-Week Low | $48.71 | $532.14 |
Enterprise Value | $7.66B | $60.42B |
Dividend Yield | 6.19% | 0.15% |
Signals from Pluang's Aura AI — not financial advice
EPR Properties (EPR) trades at $61.80, up 3.8% over 24 hours, with a bullish technical signal from moving averages and a consensus analyst price target of $63.25. The REIT maintains strong profitability with a 39.93% net income margin and 10.68% ROE, supported by recent earnings beats and a strategic shift toward experiential assets like the $315 million Six Flags acquisition. Monthly dividends of $0.31 provide a steady income stream, with Q2 2026 earnings results due July 29, 2026.
Outlook remains positive due to high occupancy, dividend yield, and portfolio diversification, but risks include reliance on consumer spending and potential interest rate impacts. Analyst sentiment is mixed with a hold-heavy consensus, suggesting cautious optimism for income-focused investors amid stable fundamentals.
Comfort Systems USA (FIX) trades at $1,694.14, down 4.56% amid bearish technical signals, though fundamentals remain strong with Q1 2026 EPS beating estimates at $10.51 versus $6.81 expected. Revenue growth is robust, projected to rise from $9.10B in 2025 to $10.1B in 2026, while net profit margins improve to 12.07%. The company benefits from AI infrastructure demand and a record backlog, though valuation multiples appear elevated with a P/E of 50.14.
Outlook is mixed: analyst consensus is bullish with a $2,100 price target and 55.56% buy ratings, but technical indicators signal near-term pressure. Key risks include execution challenges from rapid growth and premium valuation. The stock offers growth exposure to data center and construction markets, but investors should weigh high multiples against earnings momentum.
Trailing returns across standard periods
EPR Properties is a REIT specializing in experiential real estate, including movie theaters and leisure destinations like ski resorts and water parks across the US and Canada.
Read more on EPR →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 →