AER vs. FIX: AerCap vs. Comfort Systems USA Stock Comparison

November 11, 2026

How do AerCap (AER) and Comfort Systems USA (FIX) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

AerCap (AER) and Comfort Systems USA (FIX) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while FIX is classified in Construction & Engineering.

Company profile comparison for AerCap (AER) and Comfort Systems USA (FIX)
Profile Item	AER	FIX
Name	AerCap Holdings N.V.	Comfort Systems USA Inc.
Country/Region	Ireland	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Construction & Engineering
GICS Sub-Industry	Trading Companies & Distributors	Construction & Engineering
Market Capitalization	25.76 billion USD	35.81 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	June 27, 1997
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

FIX

GSPC

AerCap (AER) vs. Comfort Systems USA (FIX), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for AerCap (AER) and Comfort Systems USA (FIX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for AerCap (AER) and Comfort Systems USA (FIX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AerCap (AER) and Comfort Systems USA (FIX)
Metric	AER	FIX
Total Return (1Y)	32.17%	15.31%
Total Return (3Y, Annualized)	39.43%	81.62%
Total Return (5Y, Annualized)	21.06%	62.48%

Risk Profile

Drawdown History

AER

FIX

GSPC

AerCap (AER) vs. Comfort Systems USA (FIX), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for AerCap (AER) and Comfort Systems USA (FIX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AerCap (AER) and Comfort Systems USA (FIX)
Metric	AER	FIX
Volatility (1Y, Annualized)	26.10%	60.97%
Beta (5Y)	0.95	1.68
Max Drawdown (5Y)	-44.81%	-53.28%
Avg. Volume (3M)	1.13M	471.64K

Risk-Adjusted Performance

Risk-Return Positioning

AER and FIX are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for AerCap (AER) and Comfort Systems USA (FIX)
Metric	AER	FIX
Sharpe Ratio (1Y)	1.07	0.18
Sortino Ratio (1Y)	1.59	0.25

Profitability

ROE (TTM)

Comfort Systems USA (FIX) at 58.61% clears its industry range for ROE, a sharper capital-efficiency signal than AerCap (AER) at 17.00%, which is closer to a typical peer reading.

AER

Capital Goods industry group

17.00%

Max: 40.55%
Q3: 19.29%
AER: 17.00%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

FIX

Capital Goods industry group

58.61%

FIX: 58.61%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

AerCap (AER) at 34.47% keeps the most of each sales dollar — above its industry’s net margin range — and Comfort Systems USA (FIX) at 13.01% also retains a top-quartile share.

AER

Capital Goods industry group

34.47%

AER: 34.47%
Max: 27.47%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

FIX

Capital Goods industry group

13.01%

Max: 27.47%
FIX: 13.01%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

AerCap (AER) at 62.55% turns sales into operating profit above its industry’s benchmark range, while Comfort Systems USA (FIX) at 16.47% operates around its industry’s norm.

AER

Capital Goods industry group

62.55%

AER: 62.55%
Max: 36.60%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

FIX

Capital Goods industry group

16.47%

Max: 36.60%
Q3: 18.33%
FIX: 16.47%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for AerCap (AER) and Comfort Systems USA (FIX)
Metric	AER	FIX
ROE (TTM)	17.00%	58.61%
ROA (TTM)	4.52%	16.88%
Net Margin (TTM)	34.47%	13.01%
Operating Margin (TTM)	62.55%	16.47%
Gross Margin (TTM)	63.02%	25.70%

Growth

Revenue Growth

Comfort Systems USA (FIX) at 29.52% sits in the top revenue growth quartile, while AerCap (AER) at 6.50% is closer to the peer norm — faster top-line expansion for FIX.

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both AerCap (AER) at 97.41% and Comfort Systems USA (FIX) at 97.81% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and Comfort Systems USA (FIX)
Metric	AER	FIX
Revenue Growth (YoY)	6.50%	29.52%
Revenue Growth (3Y CAGR)	6.69%	30.03%
EPS Growth (YoY)	97.41%	97.81%
EPS Growth (3Y CAGR)	--	61.78%

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while Comfort Systems USA (FIX) at 1.15 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for FIX.

AER

Capital Goods industry group

1.45

Max: 5.22
Q3: 2.95
Median: 2.08
AER: 1.45
Q1: 1.43
Min: 0.36

FIX

Capital Goods industry group

1.15

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
FIX: 1.15
Min: 0.36

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Comfort Systems USA (FIX) at 0.11 keeps leverage in the lower quartile, while AerCap (AER) at 2.33 sits in the higher-leverage quartile.

AER

Capital Goods industry group

2.33

AER: 2.33
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

FIX

Capital Goods industry group

0.11

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
FIX: 0.11
Min: 0.00

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for AerCap (AER) and Comfort Systems USA (FIX)
Metric	AER	FIX
Current Ratio (MRQ)	1.45	1.15
Debt / Equity (MRQ)	2.33	0.11
Net Debt / EBITDA	7.77	-0.81

Dividends

Dividend Yield (TTM)

Both AerCap (AER) at 0.96% and Comfort Systems USA (FIX) at 0.31% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

AER

Capital Goods industry group

0.96%

Max: 2.66%
Q3: 1.14%
AER: 0.96%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

FIX

Capital Goods industry group

0.31%

Max: 2.66%
Q3: 1.14%
FIX: 0.31%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both AerCap (AER) at 7.52% and Comfort Systems USA (FIX) at 6.48% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

AER

Capital Goods industry group

7.52%

Max: 67.39%
Q3: 28.02%
AER: 7.52%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

FIX

Capital Goods industry group

6.48%

Max: 67.39%
Q3: 28.02%
Median: 6.86%
FIX: 6.48%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for AerCap (AER) and Comfort Systems USA (FIX)
Metric	AER	FIX
Dividend Yield (TTM)	0.96%	0.31%
Dividend Payout Ratio (TTM)	7.52%	6.48%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Comfort Systems USA (FIX) at 21.98 is closer to its industry’s usual earnings multiple — a discount for AER, though growth and earnings durability still matter.

AER

Capital Goods industry group

8.67

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
AER: 8.67
Min: 3.03

FIX

Capital Goods industry group

21.98

Max: 59.38
Q3: 35.92
Median: 25.41
FIX: 21.98
Q1: 19.47
Min: 3.03

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both AerCap (AER) at 2.84 and Comfort Systems USA (FIX) at 2.85 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

AER

Capital Goods industry group

2.84

Max: 7.54
Q3: 3.76
AER: 2.84
Median: 2.15
Q1: 1.03
Min: 0.03

FIX

Capital Goods industry group

2.85

Max: 7.54
Q3: 3.76
FIX: 2.85
Median: 2.15
Q1: 1.03
Min: 0.03

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

AerCap (AER) at 1.36 sits in the lower P/B ratio quartile relative to book while Comfort Systems USA (FIX) at 10.66 prices above its industry range — a wide valuation gap against assets.

AER

Capital Goods industry group

1.36

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
AER: 1.36
Min: -1.08

FIX

Capital Goods industry group

10.66

FIX: 10.66
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

AerCap (AER) vs. Comfort Systems USA (FIX): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for AerCap (AER) and Comfort Systems USA (FIX)
Metric	AER	FIX
P/E Ratio (TTM)	8.67	21.98
P/S Ratio (TTM)	2.84	2.85
P/B Ratio (MRQ)	1.36	10.66
Free Cash Flow Yield (TTM)	-6.60%	5.94%