FIX vs SPY

Comparison between Comfort Systems USA Inc (FIX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceFIX has outperformed SPY, delivering a return of +87.1% compared to +13.3%

FIX vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FIX(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$71B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	80.67%	56.47%
Sharpe Ratio	3.08	2.07
5Y Beta	1.95	1.00
Industry	Engineering & Construction	N/A
P/E Ratio	66.73	28.24
Forward P/E	47.39	21.85
PEG Ratio	0.54	N/A
Dividend Yield	0.12%	N/A
5Y Dividends CAGR	44.20%	5.43%
5Y EPS CAGR	57.55%	25.79%
Debt to Equity	1.39%	22.35%
Free Cash Flow Yield	1.95%	N/A
P/S Ratio	6.99	3.55
P/B Ratio	24.60	5.29

Market Cap / Net Assets

FIX

$71B

Winner

SPY

$652B

Expense Ratio

FIX

N/A

SPY

0.09%

Max Drawdown

FIX

80.67%

Winner

SPY

56.47%

Sharpe Ratio

Winner

FIX

3.08

SPY

2.07

5Y Beta

FIX

1.95

Winner

SPY

1.00

Industry

FIX

Engineering & Construction

SPY

N/A

P/E Ratio

FIX

66.73

Winner

SPY

28.24

Forward P/E

FIX

47.39

Winner

SPY

21.85

PEG Ratio

FIX

0.54

SPY

N/A

Dividend Yield

FIX

0.12%

SPY

N/A

5Y Dividends CAGR

Winner

FIX

44.20%

SPY

5.43%

5Y EPS CAGR

Winner

FIX

57.55%

SPY

25.79%

Debt to Equity

Winner

FIX

1.39%

SPY

22.35%

Free Cash Flow Yield

FIX

1.95%

SPY

N/A

P/S Ratio

FIX

6.99

Winner

SPY

3.55

P/B Ratio

FIX

24.60

Winner

SPY

5.29

FIX vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	FIX	SPY
1 month	+27.97%	+9.11%
3 months	+52.13%	+6.59%
6 months	+104.57%	+10.56%
1 year	+345.74%	+32.04%
5 years(CAGR)	+87.14%	+13.35%
10 years(CAGR)	+52.27%	+15.49%
Max(CAGR)	+24.30%	+8.50%

Winner

FIX

+27.97%

SPY

+9.11%

Winner

FIX

+52.13%

SPY

+6.59%

Winner

FIX

+104.57%

SPY

+10.56%

Winner

FIX

+345.74%

SPY

+32.04%

5Y(CAGR)

Winner

FIX

+87.14%

SPY

+13.35%

10Y(CAGR)

Winner

FIX

+52.27%

SPY

+15.49%

Max(CAGR)

Winner

FIX

+24.30%

SPY

+8.50%

FIX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FIX	SPY
2026	+94.58%	+8.27%
2025	+118.59%	+18.00%
2024	+110.57%	+25.59%
2023	+76.52%	+26.72%
2022	+17.96%	-18.64%
2021	+92.94%	+30.52%
2020	+8.10%	+17.28%
2019	+15.66%	+31.09%
2018	+1.08%	-5.24%
2017	+32.55%	+20.78%
2016	+23.71%	+13.59%
2015	+70.10%	+1.31%
2014	-9.04%	+14.56%
2013	+57.94%	+29.00%
2012	+12.52%	+14.17%
2011	-18.98%	+0.85%
2010	+5.43%	+13.14%
2009	+14.06%	+22.67%
2008	-12.09%	-36.25%
2007	+1.95%	+5.32%
2006	+36.10%	+13.85%
2005	+24.32%	+5.32%
2004	+44.91%	+10.75%
2003	+63.58%	+24.18%
2002	-8.22%	-22.42%
2001	+74.12%	-10.13%
2000	-69.90%	-8.84%
1999	-3.28%	+8.61%

FIX vs SPY Drawdown Comparison

The maximum drawdown for FIX was -80.67%, occurring on Apr 16, 2003. Recovery took 1471 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FIX drawdown is -2.97%.

Rank	FIX	SPY
#1	-80.67% Nov 24, 1999 - Oct 3, 2005	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-57.04% Sep 2, 2008 - Jun 3, 2013	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-49.68% Nov 8, 2018 - Jan 7, 2021	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-46.05% Jan 22, 2025 - Jul 17, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-37.09% Nov 21, 2013 - Mar 26, 2015	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-36.33% Oct 10, 2007 - Aug 28, 2008	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-32.20% May 3, 2006 - Oct 10, 2007	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-26.82% Dec 8, 2015 - Nov 23, 2016	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-26.50% Nov 18, 2021 - Jul 29, 2022	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-20.17% May 7, 2021 - Oct 28, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-19.36% Sep 14, 2023 - Nov 13, 2023	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-16.20% Sep 12, 2018 - Nov 7, 2018	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-15.88% Nov 26, 2024 - Jan 16, 2025	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-15.79% May 9, 2024 - Aug 29, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-15.25% Feb 24, 2017 - Oct 27, 2017	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FIX and SPY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (1999 - 2026)

FIX vs SPY dividend yield comparison.

Year	FIX	SPY
2026	0.04%	0.24%
2025	0.21%	1.07%
2024	0.28%	1.21%
2023	0.41%	1.40%
2022	0.49%	1.65%
2021	0.49%	1.20%
2020	0.81%	1.52%
2019	0.79%	1.75%
2018	0.76%	2.04%
2017	0.68%	1.80%
2016	0.83%	2.03%
2015	0.88%	2.06%
2014	1.31%	1.87%
2013	1.08%	1.81%
2012	1.64%	2.18%
2011	1.87%	2.05%
2010	1.52%	1.80%
2009	1.54%	1.95%
2008	1.69%	3.02%
2007	1.17%	1.85%
2006	1.11%	1.73%
2005	0.27%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%