Comfort Systems USA Inc vs Fastly Inc — how do they compare? Comfort Systems USA Inc trades at $1,728.54 (market cap $61.29B), while Fastly Inc trades at $25.32 (market cap $4.03B). The key difference: Comfort Systems USA Inc is far larger — about 15.2× Fastly Inc's market cap, and Comfort Systems USA Inc pays a 0.21% dividend while Fastly Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Comfort Systems USA Inc for 41 Days and Fastly Inc for 26 Days on average.
| FIX | FSLY | |
|---|---|---|
Market Cap | $61.29B | $4.03B |
Volume | 365,637 | 2,657,294 |
Sector | Industrials | Technology |
52-Week High | $2.07K | $33.50 |
52-Week Low | $790.72 | $7.86 |
Typical Hold Time | 41 Days | 26 Days |
Enterprise Value | $59.76B | $4.09B |
Dividend Yield | 0.21% | — |
Signals from Pluang's Aura AI — not financial advice
Comfort Systems USA (FIX) trades at $1,741.36, down 4.21% today but maintains strong technical momentum with bullish moving averages. The company demonstrates robust fundamentals with revenue growth from $9.1B in 2025 to $11.2B projected for 2026, supported by consistent earnings beats and a 55.29% ROE. Recent acquisition of Hunt Electric adds $250M in annual revenue, positioning FIX to capitalize on data center and infrastructure demand.
Outlook remains positive with analyst consensus at Buy (55.56%) and $2,080 price target representing 19% upside. Key risks include execution of growing project backlog and sensitivity to construction cycle fluctuations. The stock's premium valuation (P/E 42.86) requires sustained high growth to justify current levels amid competitive market conditions.
Fastly (FSLY) trades at $25.29, down 0.86% on the day, with a bullish technical signal and consistent earnings beats. Revenue growth is strong, reaching $624M in 2025, but profitability remains negative with a net income margin of -11.8%. The company targets $1.1B-$1.3B revenue by 2029, driven by AI and edge cloud expansion, though insider selling and negative cash flow pose near-term concerns.
The outlook is mixed: strong revenue growth and AI-driven demand support upside, but persistent losses and high valuation ratios (P/S 5.61) warrant caution. Risks include execution challenges and competitive pressure. Analyst consensus is a $26.63 price target with a 'Hold' bias, suggesting limited near-term upside from current levels.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Fastly operates a content delivery network, which is necessary for entities to provide faster and more reliable online content. Fastly's strategy differs from traditional CDNs, which focused on locating servers in as many locations as possible to store copies of files that consumers most use. Fastly has far fewer sites than traditional CDNs, but it houses servers in the most network-dense data centers. Instead of simply storing static content, it allows its customers to program on its platform, enabling edge computing and better service of the more dynamic content that was traditionally not well served by CDNs. Fastly gears its service to the largest, most sophisticated enterprises rather than small companies and generated about two thirds of its revenue in the United States in 2020.
Read more on FSLY →