Modular Construction And Data Center Demand Will Drive Progress

AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Published
22 Aug 24
Updated
04 Aug 25
AnalystConsensusTarget's Fair Value
US$767.20
9.9% undervalued intrinsic discount
04 Aug
US$691.45
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1Y
123.3%
7D
0.5%

Author's Valuation

US$767.2

9.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 6.44%

The rise in Comfort Systems USA’s consensus price target reflects investor willingness to pay a higher multiple, as indicated by the increase in the future P/E ratio, resulting in an upward revision of fair value from $720.80 to $767.20. What's in the News Repurchased 62,378 shares for $19.98 million during Q2 2025, bringing total buybacks to 10,759,914 shares for $436.95 million under the plan announced in 2007.

Shared on07 May 25
Fair value Increased 52%

Shared on30 Apr 25
Fair value Decreased 7.75%

AnalystConsensusTarget has decreased revenue growth from 8.6% to 7.4%, increased profit margin from 8.2% to 9.1% and decreased future PE multiple from 28.0x to 24.0x.

Shared on23 Apr 25
Fair value Increased 2.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 5.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 9.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 5.32%