FIX vs. LII: Comfort Systems USA vs. Lennox Stock Comparison
How do Comfort Systems USA (FIX) and Lennox (LII) 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
Comfort Systems USA (FIX) and Lennox (LII) both fall under the Capital Goods industry group, but FIX is classified in Construction & Engineering while LII is classified in Building Products.
| Profile Item | FIX | LII |
|---|---|---|
| Name | Comfort Systems USA Inc. | Lennox International Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Construction & Engineering | Building Products |
| GICS Sub-Industry | Construction & Engineering | Building Products |
| Market Capitalization | 35.81 billion USD | 11.70 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 27, 1997 | July 29, 1999 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FIX | LII |
|---|---|---|
| Total Return (1Y) | 15.31% | -27.83% |
| Total Return (3Y, Annualized) | 81.62% | -2.32% |
| Total Return (5Y, Annualized) | 62.48% | 3.79% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | FIX | LII |
|---|---|---|
| Volatility (1Y, Annualized) | 60.97% | 41.59% |
| Beta (5Y) | 1.68 | 1.18 |
| Max Drawdown (5Y) | -53.28% | -49.95% |
| Avg. Volume (3M) | 471.64K | 563.34K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | FIX | LII |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | -0.77 |
| Sortino Ratio (1Y) | 0.25 | -0.96 |
Profitability
ROE (TTM)
Both Comfort Systems USA (FIX) at 58.61% and Lennox (LII) at 62.82% turn shareholders’ equity into profit at rates above their industry benchmark ranges for ROE. That is a strong capital-efficiency signal, though leverage and the equity base still matter.
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%
LII
Capital Goods industry group
62.82%
- LII
- 62.82%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
For every dollar of sales, both Comfort Systems USA (FIX) at 13.01% and Lennox (LII) at 13.76% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
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%
LII
Capital Goods industry group
13.76%
- Max
- 27.47%
- LII
- 13.76%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Lennox (LII) at 20.57% operates in the top operating margin quartile, ahead of Comfort Systems USA (FIX) at 16.47%, which runs around its industry’s norm.
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%
LII
Capital Goods industry group
20.57%
- Max
- 36.60%
- LII
- 20.57%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | FIX | LII |
|---|---|---|
| ROE (TTM) | 58.61% | 62.82% |
| ROA (TTM) | 16.88% | 15.93% |
| Net Margin (TTM) | 13.01% | 13.76% |
| Operating Margin (TTM) | 16.47% | 20.57% |
| Gross Margin (TTM) | 25.70% | 32.62% |
Growth
Revenue Growth
Comfort Systems USA (FIX) at 29.52% sits in the top revenue growth quartile, while Lennox (LII) at -2.73% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Comfort Systems USA (FIX) at 97.81% sits in the top EPS growth quartile, while Lennox (LII) at 1.11% is closer to the peer norm — faster per-share earnings growth for FIX.
Growth Metrics
| Metric | FIX | LII |
|---|---|---|
| Revenue Growth (YoY) | 29.52% | -2.73% |
| Revenue Growth (3Y CAGR) | 30.03% | 3.26% |
| EPS Growth (YoY) | 97.81% | 1.11% |
| EPS Growth (3Y CAGR) | 61.78% | 17.97% |
Financial Strength
Current Ratio (MRQ)
Both Comfort Systems USA (FIX) at 1.15 and Lennox (LII) at 1.21 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
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
LII
Capital Goods industry group
1.21
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- LII
- 1.21
- Min
- 0.36
Debt / Equity (MRQ)
Comfort Systems USA (FIX) at 0.11 keeps leverage in the lower quartile, while Lennox (LII) at 1.58 sits in the higher-leverage quartile.
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
LII
Capital Goods industry group
1.58
- Max
- 2.33
- LII
- 1.58
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | FIX | LII |
|---|---|---|
| Current Ratio (MRQ) | 1.15 | 1.21 |
| Debt / Equity (MRQ) | 0.11 | 1.58 |
| Net Debt / EBITDA | -0.81 | 1.73 |
Dividends
Dividend Yield (TTM)
Lennox (LII) at 1.53% 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, LII the richer one.
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%
LII
Capital Goods industry group
1.53%
- Max
- 2.66%
- LII
- 1.53%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Comfort Systems USA (FIX) at 6.48% and Lennox (LII) at 24.68% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
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%
LII
Capital Goods industry group
24.68%
- Max
- 67.39%
- Q3
- 28.02%
- LII
- 24.68%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | FIX | LII |
|---|---|---|
| Dividend Yield (TTM) | 0.31% | 1.53% |
| Dividend Payout Ratio (TTM) | 6.48% | 24.68% |
Valuation
P/E Ratio (TTM)
Lennox (LII) at 15.47 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 LII, though growth and earnings durability still matter.
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
LII
Capital Goods industry group
15.47
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- LII
- 15.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Comfort Systems USA (FIX) at 2.85 and Lennox (LII) at 2.15 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
LII
Capital Goods industry group
2.15
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- LII
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Both look rich against book: Lennox (LII) at 8.88 sits in the upper P/B ratio quartile, and Comfort Systems USA (FIX) at 10.66 prices even higher, above its industry range.
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
LII
Capital Goods industry group
8.88
- Max
- 9.66
- LII
- 8.88
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | FIX | LII |
|---|---|---|
| P/E Ratio (TTM) | 21.98 | 15.47 |
| P/S Ratio (TTM) | 2.85 | 2.15 |
| P/B Ratio (MRQ) | 10.66 | 8.88 |
| Free Cash Flow Yield (TTM) | 5.94% | 3.14% |