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Modular Construction And Data Center Demand Will Drive Progress

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AnalystConsensusTarget
Not Invested
Published 22 Aug 2024

Update shared on16 Sep 2025

Fair value Increased 4.30%
Previous
AnalystConsensusTarget's Fair Value
US$800.20
0.1% undervalued intrinsic discount
16 Sep
US$799.38
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1Y
110.2%
7D
4.5%

Analysts raised their price target for Comfort Systems USA to $800.20, citing the company's strong positioning in U.S industrial reshoring trends, robust Q2 results, and improved revenue growth outlook for 2025.


Analyst Commentary


  • Bullish analysts highlight Comfort Systems USA's strategic position as a key beneficiary of the U.S. industrial reshoring policy, which is expected to drive sustained demand for skilled trades and services.
  • Q2 revenue exceeded expectations, prompting upward revisions to both current and future same-store revenue growth outlooks, especially for 2025 (mid-teens growth versus prior high-single digit forecast).
  • Ongoing business momentum is seen as supporting further upside to revenue and earnings forecasts in both the near- and medium-term.
  • Elevated cash flow generation is expected to translate into higher earnings growth.
  • Macro factors such as tariffs are currently having limited impact on business operations, increasing analyst confidence in the company's outlook.

What's in the News


  • The company repurchased 62,378 shares for $19.98 million, completing a total buyback of 10,759,914 shares for $436.95 million under its ongoing program.
  • The board declared a quarterly dividend of $0.50 per share, representing a $0.05 increase from the previous dividend.

Valuation Changes


Summary of Valuation Changes for Comfort Systems USA

  • The Consensus Analyst Price Target has risen slightly from $767.20 to $800.20.
  • The Future P/E for Comfort Systems USA has risen slightly from 26.18x to 27.32x.
  • The Discount Rate for Comfort Systems USA remained effectively unchanged, moving only marginally from 8.08% to 8.10%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.