Comfort Systems USA Inc vs Home Depot Inc — how do they compare? Comfort Systems USA Inc trades at $1,675.8 (market cap $61.14B), while Home Depot Inc trades at $346.71 (market cap $340.46B). The key difference: Home Depot Inc is far larger — about 5.6× Comfort Systems USA Inc's market cap, and Home Depot Inc pays the higher dividend (2.73%). Which is the better fit depends on your goals.
| FIX | HD | |
|---|---|---|
Market Cap | $61.14B | $340.46B |
Sector | Technology | Consumer Cyclical |
52-Week High | $2.07K | $423.42 |
52-Week Low | $532.14 | $297.51 |
Enterprise Value | $60.42B | $402.01B |
Dividend Yield | 0.15% | 2.73% |
Signals from Pluang's Aura AI — not financial advice
Comfort Systems USA (FIX) trades at $1,655.80, down 6.72% over the past day, amid a bearish technical signal. The stock shows strong fundamentals with Q1 2026 EPS beating estimates at $10.51 versus $6.81 expected, and revenue growth projected from $9.10B in 2025 to $10.10B in 2026. Analyst consensus remains bullish with a $2,100 price target, supported by robust cash flow and a 53.29% ROE.
Outlook is positive due to AI infrastructure demand and record backlog, though high valuation multiples (P/E 50.14) and execution risks from rapid growth pose challenges. The stock offers growth potential but requires monitoring of margin sustainability and competitive pressures in the contracting services sector.
Home Depot (HD) trades at $348.02, up 3.04% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $370.59. Recent earnings show mixed results with a Q3 2025 miss but Q4 2025 and Q1 2026 beats, while revenue grew to $159.51B in 2025. The stock benefits from strong institutional interest and a dividend payout, though net cash flow turned negative due to significant investing activities.
The outlook remains positive with analyst buy ratings at 59%, but risks include weakening profit margins, high debt levels, and sensitivity to housing market trends. Upside potential exists if Pro segment growth and housing tailwinds materialize, but investors face headwinds from rising mortgage rates and competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
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 →Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →