COMPARE · Data as of August 21, 2026
FIX vs STRL
Verdict: Side-by-side breakdown using the Bull Rankings model. FIX scored 56.3, STRL scored 71.1 — STRL leads.
Compare another set
FIX
Comfort Systems USA, Inc.
56.3
$1,655.61 · $58.3B
fundamentals as of
Score gap
14.8
STRL leads
STRL
Sterling Infrastructure, Inc.
71.1
$516.81 · $15.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestSTRL37.2x
- Fastest growthSTRL+60.8%
- Strongest balance sheetSTRL0.24
- Highest qualityFIX88 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
FIX
stronger →← stronger
STRL
88
Qualityreturns · margins · balance sheet
84
44
Growthrevenue & earnings expansion
96
46
Valuevaluation vs sector peers
45
FIX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FIX
STRL
$2.2bB
FCF
$482mC
-48.5%F
Rev
+60.8%A
0.45B+
D/E
0.24A-
40.8xC
P/E
37.2xC+
0.74A-
PEG
0.95B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
FIX
STRL
89% above
Price vs fair valuelower is cheaper
141% above
~32%/yr
Growth the price implies10-yr FCF · lower = less priced in
~41%/yr
-58%
1-yr DCF upside
-68%
-47%
5-yr DCF upside
-59%
-27%
10-yr DCF upside
-41%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FIX
Why this score
- Durable high returns
STRL
Why this score
- Durable high returns
The companies
FIXComfort Systems USA, Inc.
Why now
Engineering & Construction · market cap $58.3b. Down 20% from 52-week high of $2073.99 — deep drawdown territory. Revenue -48% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.74 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $2,211 (implying +34% upside).
Moat
Net margin 36% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 151% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -48% — the operational turn is not yet visible in the top line. Beta 1.70 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 41x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
STRLSterling Infrastructure, Inc.
Why now
Engineering & Construction · market cap $15.8b. Down 49% from 52-week high of $1005.68 — deep drawdown territory. Revenue growing +61% — in hypergrowth territory. PEG 0.95 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $905.33 (implying +75% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 49% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.89 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where FIX and STRL diverge
On the headline score the gap is 14.8 points in favor of STRL. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthFIX 44.5 · STRL 96.0STRL +51.5
- QualityFIX 88.0 · STRL 84.1FIX +3.9
- ValueFIX 45.6 · STRL 44.6level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.