Compare Comfort Systems USA Inc (FIX) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Comfort Systems USA Inc vs Lam Research Corporation — how do they compare? Comfort Systems USA Inc trades at $1,705.08 (market cap $58.94B), while Lam Research Corporation trades at $319 (market cap $383.39B). The key difference: Lam Research Corporation is far larger — about 6.5× Comfort Systems USA Inc's market cap, and Lam Research Corporation pays the higher dividend (0.34%). Which is the better fit depends on your goals.
| FIX | LRCX | |
|---|---|---|
Market Cap | $58.94B | $383.39B |
Sector | Technology | Technology |
52-Week High | $2.07K | $433.33 |
52-Week Low | $680.86 | $97.03 |
Enterprise Value | $57.42B | $381.55B |
Dividend Yield | 0.21% | 0.34% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
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.
Lam Research (LRCX) trades at $311.35, up 1.82% today, with a bullish technical signal and strong earnings beats in recent quarters. The stock shows robust fundamentals, including a 29.06% net income margin and 65.07% ROE for 2025, alongside positive cash flow trends. Recent news highlights AI-driven demand for semiconductor equipment, with upgrades to Strong Buy by Zacks Investment Research on August 10, 2026.
Outlook is positive due to AI chip supercycle momentum and analyst consensus price target of $397.18, offering ~28% upside. Risks include high valuation multiples (P/E of 54.05) and semiconductor market volatility. Institutional activity is mixed, with some trimming positions amid overall bullish sentiment.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Comfort Systems USA Inc
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 →About Lam Research Corporation
Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →
