Comfort Systems USA (FIX) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs MasTec (MTZ), suggesting you may be better off investing in FIX
- FIX’s quarterly revenue growth was 20.1%, vs. MTZ’s 19.7%.
- In addition, its Last 12 Months revenue growth came in at 26.3%, ahead of MTZ’s 7.1%.
- FIX leads on profitability over both periods – LTM margin of 12.2% and 3-year average of 9.5%.
MTZ provides engineering, installation, maintenance, and upgrade services for communications, energy, utility infrastructure, including underground/overhead distribution, power lines, fiber optics, and gas systems. FIX provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for HVAC, plumbing, piping, controls, electrical, monitoring, and fire protection systems.
Valuation & Performance Overview
| MTZ | FIX | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 31.4 | 30.3 | FIX |
| Revenue Growth | |||
| Last Quarter | 19.7% | 20.1% | FIX |
| Last 12 Months | 7.1% | 26.3% | FIX |
| Last 3 Year Average | 15.9% | 28.9% | FIX |
| Operating Margins | |||
| Last 12 Months | 3.9% | 12.2% | FIX |
| Last 3 Year Average | 2.3% | 9.5% | FIX |
| Momentum | |||
| Last 3 Year Return | 182.8% | 729.8% | MTZ |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: MTZ Revenue Comparison | FIX Revenue Comparison
See more margin details: MTZ Operating Income Comparison | FIX Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell FIX Stock to see if Comfort Systems USA’s edge holds up under the hood or if MasTec still has cards to play (see Buy or Sell MTZ Stock).
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| MTZ Return | 6% | 35% | -8% | -11% | 80% | 51% | 213% | ||
| FIX Return | 7% | 89% | 17% | 80% | 107% | 90% | 1554% | <===< font>===<> | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 13% | 106% | ||
| Monthly Win Rates [3] | |||||||||
| MTZ Win Rate | 58% | 67% | 50% | 42% | 58% | 62% | 56% | ||
| FIX Win Rate | 58% | 75% | 42% | 83% | 75% | 75% | 68% | <===< font>===<> | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 62% | 63% | ||
| Max Drawdowns [4] | |||||||||
| MTZ Max Drawdown | -64% | -1% | -31% | -44% | -17% | -22% | -30% | ||
| FIX Max Drawdown | -41% | -2% | -24% | -3% | -5% | -30% | -17% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <===< font>===<> | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/23/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read FIX Dip Buyer Analyses and MTZ Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Disclaimer: The story “As MTZ Surges 17% in a Month, FIX’s Story Stands Out” first appeared on Trefis and is syndicated via Digpu & NewsTex.