EMCOR Group, Inc. vs COMFORT SYSTEMS USA, INC., two Engineering & Construction stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EME and FIX diverge most: on debt / equity, EME reads 0.00 and FIX reads 0.02; on implied growth (priced in), EME reads +14.4% and FIX reads +41.1%. The rest of the comparable metrics sit closer together. On valuation, today's EME price has a different growth bar priced in than FIX (+14.4% implied for EME vs +41.1% for FIX); the higher figure is the steeper assumption to clear, not a better or worse stock. What EME's price implies is a bet that sits within the historical range (whole-company basis). What FIX's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | EME | FIX |
|---|---|---|
| Price | $779.76 | $1688.80 |
| Market cap | $34.7B | $59.5B |
| Sector | Engineering & Construction | Engineering & Construction |
| Stage | Growth | Growth |
| Implied growth (priced in) | +14.4% | +41.1% |
| P/E | 24.3 | 41.6 |
| P/B | 8.51 | 18.51 |
| P/S | 1.87 | 5.30 |
| EV/EBITDA | 16.9 | 30.1 |
| Revenue growth | +18.9% | +45.9% |
| Gross margin | 19.8% | 25.9% |
| Operating margin | 10.6% | 17.1% |
| Net margin | 7.7% | 12.8% |
| Return on equity | 35.3% | 44.6% |
| Return on assets | 14.2% | 16.9% |
| Return on invested capital | 34.6% | 44.1% |
| FCF yield | 3.4% | 3.6% |
| Dividend yield | 0.1% | 0.1% |
| Debt / equity | 0.00 | 0.02 |
| Current ratio | 1.28 | 1.21 |
| Altman Z (solvency) | 6.53 | 8.23 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.