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FIX vs PWR
Which Stock Would AI Choose? Comfort Systems USA (FIX) vs. Quanta Services (PWR) Stock Comparison
Key Takeaways
- FIX (Comfort Systems USA) and PWR (Quanta Services) are both major beneficiaries of AI-driven data center and power infrastructure spending, yet they occupy different parts of that value chain.
- FIX has delivered faster recent revenue and earnings growth, with second-quarter revenue up roughly 50% year over year and a record backlog of about $14 billion.
- PWR is far larger by revenue and market capitalization, with a record total backlog of roughly $48.5 billion and a more diversified, solutions-based infrastructure platform.
- Both stocks pulled back from recent highs after strong runs, though both remain substantially higher year to date on sustained end-market demand.
- FIX trades on a premium growth multiple and carries higher concentration in technology customers, while PWR offers broader sector diversification across utilities, generation, and load centers.
Introduction
Investors tracking the build-out of data centers, power generation, and grid modernization frequently weigh two names that sit close to the center of that theme: FIX and PWR. Both companies convert the same underlying demand — the need for more electricity and the mechanical, electrical, and transmission infrastructure to deliver it — into revenue, yet their business models, scale, and market positioning differ meaningfully. This stock comparison examines relative performance, growth drivers, risk factors, and sentiment to help traders and long-term investors assess which profile aligns with their objectives in the current market environment.
FIX Overview and Recent Performance
Comfort Systems USA (FIX) is a leading provider of mechanical and electrical contracting services, spanning heating, ventilation, and air conditioning (HVAC) as well as electrical installation, renovation, and maintenance across commercial, industrial, and institutional markets. In recent quarters, its growth has been powered disproportionately by technology customers, particularly data center and modular construction work.
The company's latest reported quarter showed revenue rising about 50% year over year to roughly $3.27 billion, with earnings per share (EPS) up roughly 92%. Backlog reached a record of approximately $14.06 billion, up about 73% from the prior year. Technology now represents the majority of revenue — near 58% in the first half — a sharp increase from roughly 40% a year earlier, which has supported margin expansion but also increased customer concentration. The balance sheet remains a relative strength, with more than $1.8 billion in net cash. Despite strong fundamentals, the shares pulled back in recent weeks, reflecting a valuation reset after an extended rally rather than any evident weakening in demand.
PWR Overview and Recent Performance
Quanta Services (PWR) is an industry leader in specialized infrastructure solutions for the utility, power generation, load center, communications, pipeline, and energy industries, with operations across the United States, Canada, Australia, and select other markets. Its "total solutions" model and craft-skilled workforce position it to execute large, complex programs spanning transmission, grid hardening, renewable interconnection, and data center power demand.
In its most recent quarter, PWR reported revenues of approximately $7.87 billion and adjusted diluted EPS of $2.68, with total backlog reaching a record of roughly $48.5 billion and remaining performance obligations of about $26.2 billion. Management raised substantially all of its full-year financial expectations and has outlined a path to more than double adjusted EPS by 2030. The stock gained strongly year to date but, like FIX, has cooled from its highs in recent weeks as investors weigh a rich valuation against consistent execution. Analyst sentiment remains broadly constructive, with the consensus rating at "Strong Buy."
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Head-to-Head Comparison
The clearest contrast between these two stocks is scale and scope. PWR generated quarterly revenue more than twice FIX's, operates internationally, and spans a broader set of end markets — electric utility transmission, underground infrastructure, pipelines, and communications — giving it greater diversification. FIX is a domestic, mechanically and electrically focused contractor with a heavier tilt toward data center and technology-driven work, which has translated into faster organic growth and higher margins but also greater concentration risk.
Growth drivers differ as well. FIX's momentum is tied closely to data center construction and a rapidly expanding modular capacity pipeline, while PWR's opportunity set is broader, spanning grid modernization, load growth, and multi-year utility capital programs. On risk factors, FIX faces elevated exposure to technology capital budgets and labor constraints, whereas PWR contends with project timing, permitting, weather, and the execution demands of very large programs. Both carry premium valuations, but FIX trades on a growth multiple reflecting higher earnings momentum, while PWR's multiple reflects the durability and scale of its backlog.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely view both stocks favorably but through different lenses. PWR offers stronger trend consistency and diversification, supported by a record backlog and analyst estimate revisions that lean positive, suggesting a more stable relative positioning over a multi-quarter horizon. FIX, by contrast, shows more powerful but more concentrated momentum, with exceptional growth and margin expansion offset by higher sensitivity to a single end market and a valuation that leaves less room for error. On balance, the AI would probably favor PWR for its broader catalyst base and steadier risk profile, while recognizing that FIX remains a higher-beta play on continued data center strength.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIX is a StrongBuy and PWR is a Buy.
FIX | PWR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 35 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 13 | |
SMR RATING 1..100 | 19 | 56 | |
PRICE GROWTH RATING 1..100 | 39 | 15 | |
P/E GROWTH RATING 1..100 | 39 | 27 | |
SEASONALITY SCORE 1..100 | 90 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FIX's Valuation (80) in the Engineering And Construction industry is in the same range as PWR (86). This means that FIX’s stock grew similarly to PWR’s over the last 12 months.
FIX's Profit vs Risk Rating (9) in the Engineering And Construction industry is in the same range as PWR (13). This means that FIX’s stock grew similarly to PWR’s over the last 12 months.
FIX's SMR Rating (19) in the Engineering And Construction industry is somewhat better than the same rating for PWR (56). This means that FIX’s stock grew somewhat faster than PWR’s over the last 12 months.
PWR's Price Growth Rating (15) in the Engineering And Construction industry is in the same range as FIX (39). This means that PWR’s stock grew similarly to FIX’s over the last 12 months.
PWR's P/E Growth Rating (27) in the Engineering And Construction industry is in the same range as FIX (39). This means that PWR’s stock grew similarly to FIX’s over the last 12 months.
| FIX | PWR | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 64% | 1 day ago 56% |
| Stochastic ODDS (%) | 4 days ago 68% | 1 day ago 51% |
| Momentum ODDS (%) | 4 days ago 83% | 1 day ago 80% |
| MACD ODDS (%) | 5 days ago 85% | 4 days ago 78% |
| TrendWeek ODDS (%) | 4 days ago 65% | 1 day ago 76% |
| TrendMonth ODDS (%) | 4 days ago 81% | 1 day ago 77% |
| Advances ODDS (%) | 11 days ago 80% | 7 days ago 74% |
| Declines ODDS (%) | 5 days ago 66% | 5 days ago 61% |
| BollingerBands ODDS (%) | 4 days ago 60% | 1 day ago 45% |
| Aroon ODDS (%) | 4 days ago 81% | 1 day ago 76% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FIX’s FA Score shows that 2 FA rating(s) are green while PWR’s FA Score has 3 green FA rating(s).
- FIX’s FA Score: 2 green, 3 red.
- PWR’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FIX’s TA Score shows that 5 TA indicator(s) are bullish while PWR’s TA Score has 6 bullish TA indicator(s).
- FIX’s TA Score: 5 bullish, 5 bearish.
- PWR’s TA Score: 6 bullish, 4 bearish.
Price Growth
FIX (@Engineering & Construction) experienced а -4.38% price change this week, while PWR (@Engineering & Construction) price change was +1.66% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -1.91%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -18.20%.
Reported Earning Dates
FIX is expected to report earnings on Oct 22, 2026.
PWR is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Engineering & Construction (-1.91% weekly)Engineering & Construction includes companies that engage in non-residential construction and contract services, including ventilation, heating and air conditioning (HVAC) services. The level/value of construction & engineering activity is one of the potentially relevant indicators of the health of businesses, and hence of the overall economy. Some of the large-cap U.S. companies in this industry include Jacobs Engineering Group Inc,, AECOM and Quanta Services, Inc.
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FIX and
Correlation & Price change
A.I.dvisor indicates that over the last year, FIX has been closely correlated with PWR. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if FIX jumps, then PWR could also see price increases.
| Ticker / NAME | Correlation To FIX | 1D Price Change % | ||
|---|---|---|---|---|
| FIX | 100% | -4.53% | ||
| PWR - FIX | 83% Closely correlated | -1.58% | ||
| EME - FIX | 81% Closely correlated | -1.30% | ||
| ECG - FIX | 76% Closely correlated | -1.95% | ||
| MYRG - FIX | 75% Closely correlated | +0.50% | ||
| STRL - FIX | 74% Closely correlated | -2.30% | ||
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