Comfort Systems USA Inc vs Annaly Capital Management, Inc. — how do they compare? Comfort Systems USA Inc trades at $1,679.78 (market cap $61.14B), while Annaly Capital Management, Inc. trades at $23 (market cap $16.97B). The key difference: Comfort Systems USA Inc is far larger — about 3.6× Annaly Capital Management, Inc.'s market cap, and Annaly Capital Management, Inc. pays the higher dividend (12.95%). Which is the better fit depends on your goals.
| FIX | NLY | |
|---|---|---|
Market Cap | $61.14B | $16.97B |
Sector | Technology | Financials |
52-Week High | $2.07K | $24.40 |
52-Week Low | $532.14 | $19.69 |
Enterprise Value | $60.42B | — |
Dividend Yield | 0.15% | 12.95% |
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.
NLY trades at $23.42, up 1.78% with a bullish technical outlook. The stock shows strong earnings momentum, beating estimates for three consecutive quarters, with a high net income margin of 91.17% and a modest P/E of 7.47. Recent news highlights its 13% dividend yield and positive earnings expectations for Q2 2026.
Outlook remains positive with analyst consensus at Buy and a $24.40 price target. Key opportunities include dividend income and earnings growth, but risks involve interest rate sensitivity and high leverage, with debt-to-asset ratio rising to 23.55 in 2025.
Trailing returns across standard periods
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 →Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →