COMFORT SYSTEMS USA, INC. vs Sterling Infrastructure, Inc., two Engineering & Construction stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FIX and STRL diverge most: on debt / equity, FIX reads 0.01 and STRL reads 0.24; on return on invested capital, FIX reads 42.8% and STRL reads 26.0%. The rest of the comparable metrics sit closer together. What FIX's price implies is a demanding bet versus history and the cohort (whole-company basis). What STRL's price implies is a somewhat stretched bet versus history (segment-resolved basis). The bull and bear cases for each are in their full reports below.
| Metric | FIX | STRL |
|---|---|---|
| Price | $1754.60 | $682.13 |
| Market cap | $61.9B | $21.2B |
| Sector | Engineering & Construction | Engineering & Construction |
| Stage | Growth | Growth |
| P/E | 50.6 | 61.0 |
| P/B | 21.97 | 17.71 |
| P/S | 6.10 | 7.34 |
| EV/EBITDA | 36.7 | 36.7 |
| Revenue growth | +38.4% | +41.1% |
| Gross margin | 26.3% | 23.5% |
| Operating margin | 16.9% | 16.7% |
| Net margin | 12.1% | 12.0% |
| Return on equity | 43.5% | 29.0% |
| Return on assets | 17.6% | 12.4% |
| Return on invested capital | 42.8% | 26.0% |
| FCF yield | 2.2% | 2.1% |
| Dividend yield | 0.1% | — |
| Debt / equity | 0.01 | 0.24 |
| Current ratio | 1.24 | 1.10 |
| Altman Z (solvency) | 8.43 | 7.73 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
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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.