COMP <GO>
FIX vs FERG // ALTMAN Z-SCORE & DEBT/EQUITY
Comfort Systems USA Inc. (NYSE) VS. Ferguson Enterprises Inc. (NYSE) • 15-METRIC TALLY: FIX 5
— FERG 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: FIX
LAST: $1,326.23 (-1.45%) • MKT CAP: $46.40B
balance-sheet
8.06
LAST: $240.45 (+4.21%) • MKT CAP: $46.52B
balance-sheet
5.66
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FIX VS. FERG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FIX | FERG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 30.70% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.50% | 22.20% | -17.70 | FERG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 13.2x | +81.80 | FERG | /valuation <GO> |
| Free Cash Flow Yield | 2.22% | 1.13% | +1.09 | FIX | /fcf-yield <GO> |
| Operating Margin | 11.40% | 8.50% | +2.90 | FIX | /operating-margins <GO> |
| Net Profit Margin | 55.80% | 6.00% | +49.80 | FIX | /net-margins <GO> |
| Revenue Growth (YoY) | -65.00% | 3.80% | -68.80 | FERG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.15% | 1.05% | -0.90 | FERG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 8.06 | 5.66 | +2.40 | FIX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.4 | 68.4 | -27.00 | FERG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.00 | +0.13 | FIX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 42.2x | 23.3x | +18.90 | FERG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $46.40B | $46.52B | -$116.4M | FERG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FIX REV | FERG REV | FIX GROSS % | FERG GROSS % | FIX FCF | FERG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.83B | $30.76B | 22.0% | 30.7% | $1.03B | $523.7M |
| FY 2024 | $7.03B | $29.64B | 21.0% | 30.5% | $738.0M | $539.4M |
| FY 2023 | $5.21B | $29.73B | — | — | $405.3M | $1.38B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FIX // BETA 1.13
FERG // BETA 1.00