Buy Or Sell Opportunity • May 28
Now 22% undervalued Over the last 90 days, the stock has risen 36% to €1,596. The fair value is estimated to be €2,052, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 55%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. Valuation Update With 7 Day Price Move • May 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €1,947, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 11x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €875 per share. Upcoming Dividend • May 07
Upcoming dividend of US$0.80 per share Eligible shareholders must have bought the stock before 14 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (3.1%). Recent Insider Transactions • May 03
Independent Director recently sold €2.2m worth of stock On the 29th of April, William Sandbrook sold around 2k shares on-market at roughly €1,481 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €91m more than they bought in the last 12 months. 공시 • Apr 24
Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on May 26, 2026 Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.80 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on May 26, 2026 to stockholders of record at the close of business on May 15, 2026. 공시 • Apr 18
Comfort Systems USA, Inc. to Report Q1, 2026 Results on Apr 23, 2026 Comfort Systems USA, Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026 공시 • Apr 11
Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026 Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026. Location: the houstonian, 111 north post oak lane, texas 77024, houston United States Recent Insider Transactions • Mar 08
Independent Director recently sold €5.3m worth of stock On the 3rd of March, Darcy Anderson sold around 5k shares on-market at roughly €1,181 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €83m more than they bought in the last 12 months. Recent Insider Transactions • Feb 25
Independent Director recently sold €1.2m worth of stock On the 24th of February, Constance Skidmore sold around 1k shares on-market at roughly €1,209 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.6m. Insiders have been net sellers, collectively disposing of €52m more than they bought in the last 12 months. Reported Earnings • Feb 20
Full year 2025 earnings released: EPS: US$28.93 (vs US$14.64 in FY 2024) Full year 2025 results: EPS: US$28.93 (up from US$14.64 in FY 2024). Revenue: US$9.10b (up 30% from FY 2024). Net income: US$1.02b (up 96% from FY 2024). Profit margin: 11% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Construction industry in Italy. 공시 • Feb 20
Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on March 17, 2026 Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.70 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on March 17, 2026 to stockholders of record at the close of business on March 6, 2026. 공시 • Feb 13
Comfort Systems USA, Inc. to Report Q4, 2025 Results on Feb 19, 2026 Comfort Systems USA, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026 Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €1,131, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 14x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €1,356 per share. Buy Or Sell Opportunity • Jan 22
Now 23% undervalued The stock has been flat over the last 90 days, currently trading at €952. The fair value is estimated to be €1,228, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Valuation Update With 7 Day Price Move • Jan 17
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €1,004, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 13x in the Construction industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €1,332 per share. Recent Insider Transactions • Dec 05
Executive VP & CFO recently sold €3.6m worth of stock On the 1st of December, William George sold around 4k shares on-market at roughly €825 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.9m. This was William's only on-market trade for the last 12 months. 
