FIX vs. URI: Comfort Systems USA vs. United Rentals Stock Comparison
How do Comfort Systems USA (FIX) and United Rentals (URI) 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 United Rentals (URI) both fall under the Capital Goods industry group, but FIX is classified in Construction & Engineering while URI is classified in Trading Companies & Distributors.
| Profile Item | FIX | URI |
|---|---|---|
| Name | Comfort Systems USA Inc. | United Rentals Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Construction & Engineering | Trading Companies & Distributors |
| GICS Sub-Industry | Construction & Engineering | Trading Companies & Distributors |
| Market Capitalization | 35.81 billion USD | 65.36 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 27, 1997 | December 18, 1997 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FIX | URI |
|---|---|---|
| Total Return (1Y) | 15.31% | 35.39% |
| Total Return (3Y, Annualized) | 81.62% | 38.68% |
| Total Return (5Y, Annualized) | 62.48% | 24.76% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | FIX | URI |
|---|---|---|
| Volatility (1Y, Annualized) | 60.97% | 44.71% |
| Beta (5Y) | 1.68 | 1.81 |
| Max Drawdown (5Y) | -53.28% | -39.76% |
| Avg. Volume (3M) | 471.64K | 496.78K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | FIX | URI |
|---|---|---|
| Sharpe Ratio (1Y) | 0.18 | 0.70 |
| Sortino Ratio (1Y) | 0.25 | 1.16 |
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; United Rentals (URI) at 30.56% also sits in the top quartile.
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%
URI
Capital Goods industry group
30.56%
- Max
- 40.55%
- URI
- 30.56%
- 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 United Rentals (URI) at 16.33% 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%
URI
Capital Goods industry group
16.33%
- Max
- 27.47%
- URI
- 16.33%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
United Rentals (URI) at 29.21% 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%
URI
Capital Goods industry group
29.21%
- Max
- 36.60%
- URI
- 29.21%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | FIX | URI |
|---|---|---|
| ROE (TTM) | 58.61% | 30.56% |
| ROA (TTM) | 16.88% | 9.14% |
| Net Margin (TTM) | 13.01% | 16.33% |
| Operating Margin (TTM) | 16.47% | 29.21% |
| Gross Margin (TTM) | 25.70% | 39.19% |
Growth
Revenue Growth
Comfort Systems USA (FIX) at 29.52% sits in the top revenue growth quartile, while United Rentals (URI) at 4.91% is closer to the peer norm — faster top-line expansion for FIX.
EPS Growth
Comfort Systems USA (FIX) at 97.81% sits in the top EPS growth quartile, while United Rentals (URI) at -0.21% is closer to the peer norm — faster per-share earnings growth for FIX.
Growth Metrics
| Metric | FIX | URI |
|---|---|---|
| Revenue Growth (YoY) | 29.52% | 4.91% |
| Revenue Growth (3Y CAGR) | 30.03% | 11.41% |
| EPS Growth (YoY) | 97.81% | -0.21% |
| EPS Growth (3Y CAGR) | 61.78% | 9.20% |
Financial Strength
Current Ratio (MRQ)
Both Comfort Systems USA (FIX) at 1.15 and United Rentals (URI) at 0.80 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
URI
Capital Goods industry group
0.80
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- URI
- 0.80
- Min
- 0.36
Debt / Equity (MRQ)
Comfort Systems USA (FIX) at 0.11 keeps leverage in the lower quartile, while United Rentals (URI) at 1.64 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
URI
Capital Goods industry group
1.64
- Max
- 2.33
- URI
- 1.64
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | FIX | URI |
|---|---|---|
| Current Ratio (MRQ) | 1.15 | 0.80 |
| Debt / Equity (MRQ) | 0.11 | 1.64 |
| Net Debt / EBITDA | -0.81 | 3.12 |
Dividends
Dividend Yield (TTM)
Both Comfort Systems USA (FIX) at 0.31% and United Rentals (URI) at 0.74% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
URI
Capital Goods industry group
0.74%
- Max
- 2.66%
- Q3
- 1.14%
- URI
- 0.74%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Comfort Systems USA (FIX) at 6.48% and United Rentals (URI) at 16.95% 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%
URI
Capital Goods industry group
16.95%
- Max
- 67.39%
- Q3
- 28.02%
- URI
- 16.95%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | FIX | URI |
|---|---|---|
| Dividend Yield (TTM) | 0.31% | 0.74% |
| Dividend Payout Ratio (TTM) | 6.48% | 16.95% |
Valuation
P/E Ratio (TTM)
Both Comfort Systems USA (FIX) at 21.98 and United Rentals (URI) at 23.24 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
URI
Capital Goods industry group
23.24
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- URI
- 23.24
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Comfort Systems USA (FIX) at 2.85 and United Rentals (URI) at 3.74 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
URI
Capital Goods industry group
3.74
- Max
- 7.54
- Q3
- 3.76
- URI
- 3.74
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Both look rich against book: United Rentals (URI) at 6.75 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
URI
Capital Goods industry group
6.75
- Max
- 9.66
- URI
- 6.75
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | FIX | URI |
|---|---|---|
| P/E Ratio (TTM) | 21.98 | 23.24 |
| P/S Ratio (TTM) | 2.85 | 3.74 |
| P/B Ratio (MRQ) | 10.66 | 6.75 |
| Free Cash Flow Yield (TTM) | 5.94% | 3.24% |