Opinions
David Driscoll
Comfort Systems USA
FIX-N
TOP PICK
May 14, 2025
$470.950
Stock price when the opinion was issued
0
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
Having to cool data centres will be part of its business, and will see lots of growth. ROIC is 29%, and that's huge compared to competitors like HON. WACC is 12%. Dividend's grown roughly 40% over the past 10 years, and the return's been 35%. US homegrown, so no tariff concerns. Yield is 0.38%.
(Analysts’ price target is $500.67)Small cap, extremely volatile, so start with a small 1/2 position. If he were an investor at home with $10k to invest, he'd put in $5k today. That gets the dividends coming in. See what happens with the growth and the economy. If stock falls but the metrics are good, that's the chance to buy the other half.