Comfort Systems USA 对比 MasTec
可添加、更换或移除公司,最多四家。
简而言之
- MasTec 规模更大:2025 财年营收 $14.3B,Comfort Systems USA 为 $9.1B,约为后者的 1.6 倍。
- Comfort Systems USA 营收增长更快(29.5%,对方为 16.2%)。
- Comfort Systems USA 将更多销售额转化为自由现金流(自由现金流利润率 11.3%,对方为 2.0%)。
- Comfort Systems USA 的投入资本回报更高(73.3%,对方为 11.2%)。
- 投资者愿为 MasTec 每一美元的盈利支付更高价格:市盈率 27.3x,而 Comfort Systems USA 为 25.1x。
| 最近财年 | FIX · FY25 | MTZ · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $40.9B | $13.5B |
| 营收 | $9.1B | $14.3B |
| 自由现金流 | $1.0B | $286M |
| 净利润 | $1.0B | $399M |
| 增长 | ||
| 营收增长 | 29.5% | 16.2% |
| 5年增长率 | 26.1% | 17.7% |
| 股数变化 | −1.0% | −0.2% |
| 盈利能力 | ||
| 毛利率 | 24.1% | — |
| 营业利润率 | 14.4% | — |
| 净利率 | 11.2% | 2.8% |
| 自由现金流利润率 | 11.3% | 2.0% |
| 资本回报率 | 73.3% | 11.2% |
| 股本回报率 | 49.2% | 12.9% |
| 资产负债表 | ||
| 净债务 | −$837M | $1.9B |
| 净债务 / EBITDA | −0.6x | 1.7x |
| 股息与回购 | $285M | $77.3M |
| 估值与质量 | ||
| 市盈率 | 25.1x | 27.3x |
| Piotroski F 分数 | 7 | 7 |
FY16
FIX $1.6B
MTZ $5.1B
FY17
FIX $1.8B
MTZ $6.6B
FY18
FIX $2.2B
MTZ $6.9B
FY19
FIX $2.6B
MTZ $7.2B
FY20
FIX $2.9B
MTZ $6.3B
FY21
FIX $3.1B
MTZ $8.0B
FY22
FIX $4.1B
MTZ $9.8B
FY23
FIX $5.2B
MTZ $12.0B
FY24
FIX $7.0B
MTZ $12.3B
FY25
FIX $9.1B
MTZ $14.3B
FIX
MTZ
FY16
FIX 6.2%
MTZ —
FY17
FIX 5.6%
MTZ —
FY18
FIX 6.9%
MTZ —
FY19
FIX 6.3%
MTZ —
FY20
FIX 6.7%
MTZ —
FY21
FIX 6.1%
MTZ —
FY22
FIX 6.1%
MTZ —
FY23
FIX 8.0%
MTZ —
FY24
FIX 10.7%
MTZ —
FY25
FIX 14.4%
MTZ —
FIX
MTZ
FY16
FIX $68.0M
MTZ $88.5M
FY17
FIX $78.6M
MTZ $20.7M
FY18
FIX $120M
MTZ $350M
FY19
FIX $110M
MTZ $424M
FY20
FIX $262M
MTZ $724M
FY21
FIX $158M
MTZ $623M
FY22
FIX $253M
MTZ $88.9M
FY23
FIX $545M
MTZ $494M
FY24
FIX $738M
MTZ $973M
FY25
FIX $1.0B
MTZ $286M
FIX
MTZ
FY16
FIX 19.6%
MTZ 8.0%
FY17
FIX 13.8%
MTZ 16.7%
FY18
FIX 23.5%
MTZ 11.5%
FY19
FIX 19.1%
MTZ 15.5%
FY20
FIX 18.3%
MTZ 12.3%
FY21
FIX 14.1%
MTZ 10.7%
FY22
FIX 21.8%
MTZ 2.4%
FY23
FIX 30.1%
MTZ 2.3%
FY24
FIX 50.2%
MTZ 7.0%
FY25
FIX 73.3%
MTZ 11.2%
FIX
MTZ
各公司最近一个财年的数据;各公司财年结束月份不同。在越高(或越低)明显越好的行中,突出显示最佳值。不构成投资建议。