Comfort Systems USA (NYSE:FIX – Get Free Report) and Concrete Pumping (NASDAQ:BBCP – Get Free Report) are both industrials companies, but which is the better investment? We will compare the two companies based on the strength of their risk, valuation, dividends, analyst recommendations, earnings, profitability and institutional ownership.
Volatility & Risk
Comfort Systems USA has a beta of 1.66, indicating that its stock price is 66% more volatile than the S&P 500. Comparatively, Concrete Pumping has a beta of 0.88, indicating that its stock price is 12% less volatile than the S&P 500.
Dividends
Comfort Systems USA pays an annual dividend of $3.60 per share and has a dividend yield of 0.3%. Concrete Pumping pays an annual dividend of $0.52 per share and has a dividend yield of 5.5%. Comfort Systems USA pays out 7.8% of its earnings in the form of a dividend. Concrete Pumping pays out 325.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Comfort Systems USA has increased its dividend for 13 consecutive years.
Earnings & Valuation
This table compares Comfort Systems USA and Concrete Pumping”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Comfort Systems USA | $9.10 billion | 4.74 | $1.02 billion | $46.32 | 26.62 |
| Concrete Pumping | $392.87 million | 1.22 | $6.37 million | $0.16 | 59.22 |
Comfort Systems USA has higher revenue and earnings than Concrete Pumping. Comfort Systems USA is trading at a lower price-to-earnings ratio than Concrete Pumping, indicating that it is currently the more affordable of the two stocks.
Analyst Ratings
This is a summary of current recommendations for Comfort Systems USA and Concrete Pumping, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Comfort Systems USA | 0 | 2 | 8 | 0 | 2.80 |
| Concrete Pumping | 0 | 2 | 0 | 2 | 3.00 |
Comfort Systems USA presently has a consensus target price of $1,995.00, suggesting a potential upside of 61.77%. Concrete Pumping has a consensus target price of $12.00, suggesting a potential upside of 26.65%. Given Comfort Systems USA’s higher possible upside, research analysts clearly believe Comfort Systems USA is more favorable than Concrete Pumping.
Institutional & Insider Ownership
96.5% of Comfort Systems USA shares are held by institutional investors. Comparatively, 34.2% of Concrete Pumping shares are held by institutional investors. 1.2% of Comfort Systems USA shares are held by company insiders. Comparatively, 28.2% of Concrete Pumping shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
Profitability
This table compares Comfort Systems USA and Concrete Pumping’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Comfort Systems USA | 13.01% | 55.24% | 20.61% |
| Concrete Pumping | 2.45% | 3.91% | 1.16% |
Summary
Comfort Systems USA beats Concrete Pumping on 13 of the 18 factors compared between the two stocks.
About Comfort Systems USA
Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. It operates through two segments, Mechanical and Electrical. The company offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection. It also engages in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings; and renovation, expansion, maintenance, monitoring, repair, and replacement of MEP systems in existing buildings. In addition, the company provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems. It serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional MEP markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.
About Concrete Pumping
Concrete Pumping Holdings, Inc. provides concrete pumping and waste management services in the United States and the United Kingdom. The company offers concrete pumping services to general contractors and concrete finishing companies in the commercial, infrastructure, and residential sectors under the Brundage-Bone and Capital Pumping brands; and industrial cleanup and containment services primarily to customers in the construction industry under the Eco-Pan brand. It leases and rents concrete pumping equipment, pans, and containers. As of October 31, 2023, the company owned a fleet of approximately 930 boom pumps, 90 placing booms, 20 telebelts, 300 stationary pumps, and 115 waste management trucks. Concrete Pumping Holdings, Inc. was founded in 1983 and is headquartered in Thornton, Colorado.
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