CMI vs. FIX: Cummins vs. Comfort Systems USA Stock Comparison

November 11, 2026

How do Cummins (CMI) 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

Cummins (CMI) and Comfort Systems USA (FIX) both fall under the Capital Goods industry group, but CMI is classified in Machinery while FIX is classified in Construction & Engineering.

Company profile comparison for Cummins (CMI) and Comfort Systems USA (FIX)
Profile Item	CMI	FIX
Name	Cummins Inc.	Comfort Systems USA Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Machinery	Construction & Engineering
GICS Sub-Industry	Construction Machinery & Heavy Transportation Equipment	Construction & Engineering
Market Capitalization	61.69 billion USD	35.81 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	February 21, 1973	June 27, 1997
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

CMI

FIX

GSPC

Cummins (CMI) 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 Cummins (CMI) and Comfort Systems USA (FIX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Cummins (CMI) 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 Cummins (CMI) and Comfort Systems USA (FIX)
Metric	CMI	FIX
Total Return (1Y)	-0.52%	15.31%
Total Return (3Y, Annualized)	31.79%	81.62%
Total Return (5Y, Annualized)	17.12%	62.48%

Risk Profile

Drawdown History

CMI

FIX

GSPC

Cummins (CMI) 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 Cummins (CMI) 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 Cummins (CMI) and Comfort Systems USA (FIX)
Metric	CMI	FIX
Volatility (1Y, Annualized)	36.83%	60.97%
Beta (5Y)	1.26	1.68
Max Drawdown (5Y)	-38.12%	-53.28%
Avg. Volume (3M)	1.14M	471.64K

Risk-Adjusted Performance

Risk-Return Positioning

CMI 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 Cummins (CMI) and Comfort Systems USA (FIX)
Metric	CMI	FIX
Sharpe Ratio (1Y)	-0.13	0.18
Sortino Ratio (1Y)	-0.18	0.25

Profitability

ROE (TTM)

Both companies show strong equity returns, but Comfort Systems USA (FIX) at 58.61% is the standout with ROE above its industry range; Cummins (CMI) at 25.05% also sits in the top quartile.

CMI

Capital Goods industry group

25.05%

Max: 40.55%
CMI: 25.05%
Q3: 19.29%
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%

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

Net Margin (TTM)

Comfort Systems USA (FIX) at 13.01% retains a top-quartile share of revenue as profit, ahead of Cummins (CMI) at 9.26%, which keeps about the industry-typical share.

CMI

Capital Goods industry group

9.26%

Max: 27.47%
Q3: 12.10%
CMI: 9.26%
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%

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

Operating Margin (TTM)

Both Cummins (CMI) at 13.95% and Comfort Systems USA (FIX) at 16.47% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

CMI

Capital Goods industry group

13.95%

Max: 36.60%
Q3: 18.33%
CMI: 13.95%
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%

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

Profitability Metrics

Profitability metrics for Cummins (CMI) and Comfort Systems USA (FIX)
Metric	CMI	FIX
ROE (TTM)	25.05%	58.61%
ROA (TTM)	7.60%	16.88%
Net Margin (TTM)	9.26%	13.01%
Operating Margin (TTM)	13.95%	16.47%
Gross Margin (TTM)	26.32%	25.70%

Growth

Revenue Growth

Comfort Systems USA (FIX) at 29.52% sits in the top revenue growth quartile, while Cummins (CMI) at -1.27% is in the bottom quartile, showing a clear gap in revenue momentum.

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

EPS Growth

Comfort Systems USA (FIX) at 97.81% sits in the top EPS growth quartile, while Cummins (CMI) at -27.74% is in the bottom quartile, showing a clear gap in earnings momentum.

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

Growth Metrics

Growth metrics for Cummins (CMI) and Comfort Systems USA (FIX)
Metric	CMI	FIX
Revenue Growth (YoY)	-1.27%	29.52%
Revenue Growth (3Y CAGR)	6.25%	30.03%
EPS Growth (YoY)	-27.74%	97.81%
EPS Growth (3Y CAGR)	10.68%	61.78%

Financial Strength

Current Ratio (MRQ)

Cummins (CMI) at 1.74 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.

CMI

Capital Goods industry group

1.74

Max: 5.22
Q3: 2.95
Median: 2.08
CMI: 1.74
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

Cummins (CMI) 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 industry quartile, while Cummins (CMI) at 0.52 runs a more typical debt-to-equity mix.

CMI

Capital Goods industry group

0.52

Max: 2.33
Q3: 1.12
Median: 0.60
CMI: 0.52
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

Cummins (CMI) 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 Cummins (CMI) and Comfort Systems USA (FIX)
Metric	CMI	FIX
Current Ratio (MRQ)	1.74	1.15
Debt / Equity (MRQ)	0.52	0.11
Net Debt / EBITDA	0.62	-0.81

Dividends

Dividend Yield (TTM)

Cummins (CMI) at 1.83% delivers top-quartile income for its industry, while Comfort Systems USA (FIX) at 0.31% pays a more typical yield — both are credible income propositions, CMI the richer one.

CMI

Capital Goods industry group

1.83%

Max: 2.66%
CMI: 1.83%
Q3: 1.14%
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%

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

Dividend Payout Ratio (TTM)

Comfort Systems USA (FIX) at 6.48% pays out a band-typical share of earnings, while Cummins (CMI) at 34.21% distributes more than its industry norm — less retained, thinner cover.

CMI

Capital Goods industry group

34.21%

Max: 67.39%
CMI: 34.21%
Q3: 28.02%
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%

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

Dividend Metrics

Dividend metrics for Cummins (CMI) and Comfort Systems USA (FIX)
Metric	CMI	FIX
Dividend Yield (TTM)	1.83%	0.31%
Dividend Payout Ratio (TTM)	34.21%	6.48%

Valuation

P/E Ratio (TTM)

Cummins (CMI) at 18.78 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 CMI, though growth and earnings durability still matter.

CMI

Capital Goods industry group

18.78

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
CMI: 18.78
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

Cummins (CMI) 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 Cummins (CMI) at 1.72 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.

CMI

Capital Goods industry group

1.72

Max: 7.54
Q3: 3.76
Median: 2.15
CMI: 1.72
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

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

P/B Ratio (MRQ)

Cummins (CMI) at 4.63 sits near its industry’s typical P/B ratio, while Comfort Systems USA (FIX) at 10.66 prices above its benchmark range — FIX looks rich relative to book.

CMI

Capital Goods industry group

4.63

Max: 9.66
Q3: 5.00
CMI: 4.63
Median: 3.12
Q1: 1.81
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

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

Valuation Metrics

Valuation metrics for Cummins (CMI) and Comfort Systems USA (FIX)
Metric	CMI	FIX
P/E Ratio (TTM)	18.78	21.98
P/S Ratio (TTM)	1.72	2.85
P/B Ratio (MRQ)	4.63	10.66
Free Cash Flow Yield (TTM)	4.06%	5.94%