Comfort Systems USA Inc (FIX) is overvalued and Jacobs Solutions Inc (J) is overvalued.
Both trade above our estimate of their intrinsic value. FIX is the closer of the two: -73%, against -306% for J.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 12.3% (average of 3 methods) values the shares at $937.74; the price of $1625.13 is 73% above that value, and 68% of that value comes from beyond year five.
Leak Score 75/100 on 10 of 12 signals
Discounting its cash flows at 8.3% (average of 3 methods) values the shares at $35.25; the price of $143.12 is 306% above that value, and 78% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
| Metric | FIX | J |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $1625.13 | $143.12 |
| Intrinsic value | $937.74 | $35.25 |
| Margin of safety | -73% | -306% |
| Leak Score | 75/100 (10/12) | 14/100 (3/12) |
| Market cap | $57.2B | $16.8B |
| Revenue growth, 5 years | 26.1% | -2.3% |
| Operating margin | 16.4% | 4.9% |
| Net margin | 12.8% | 2.4% |
| Return on equity | 55.3% | 10.1% |
| Debt to equity | 0.11 | 1.24 |
| P/E | 40.0x | 50.2x |
| Forward P/E | 27.0x | 17.3x |
| P/B | 17.8x | 5.1x |
| Dividend yield | 0.2% | 0.9% |