Sectivia

Comfort Systems USAFIX

NYSE · USA · Segment 5 of 8 in the AI & digital infrastructure value chain: Cooling, power & data center infrastructure

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

Cooling, power & data center infrastructure: Power, cooling and physical equipment — AI's physical foundation.

Key metrics

Market cap
$63B
Price
$1,755.10
Today
−1.5%
Return YTD
+90.9%
Return 1Y
+233.0%
P/E
51.5
P/S
6.2
P/B
22.4

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

Data center constructionHVAC & coolingMechanical infrastructure

In the value chain

Products & services

  • HVAC installation & service
  • Modular mechanical for data centers
  • Electrical & plumbing work

Competitors

  • EMCOR
  • API Group
  • Limbach

Risks

  • Labor shortages
  • Construction cycle

Same segment: Cooling, power & data center infrastructure

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