Sectivia

Comfort Systems USAvs.Modine Manufacturing

FIX vs MOD · both in Cooling, power & data center infrastructure, part of the AI & digital infrastructure value chain: Power, cooling and physical equipment — AI's physical foundation.

Comfort Systems USA is about 4.8× larger than Modine Manufacturing by market cap; Comfort Systems USA trades at the lower P/E (50.1 vs 104.3); year to date, Comfort Systems USA leads (+88.2% vs +84.2%).

Side by side

FIXMOD
Market cap$61.3B$12.7B
Price$1,756.09$245.91
Today−1.4%+1.0%
Return YTD+88.2%+84.2%
Return 1Y+229.0%+165.4%
P/E50.1104.3
P/S6.04.0
P/B21.810.6

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

Comfort Systems USAFIX

NYSE · USA

Mechanical contractor for HVAC, cooling and electrical infrastructure — a major beneficiary of data center construction.

Data center construction
Full FIX profile →

Modine ManufacturingMOD

NYSE · USA

Manufacturer of thermal systems that has pivoted toward data center cooling (CDUs and air cooling), where heat output from AI servers is extreme.

Data center coolingThermal management
Full MOD profile →

More comparisons in Cooling, power & data center infrastructure

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