Comfort Systems Stock: Normalizing Growth And Premium Valuation (NYSE:FIX)

KangeStudio Investment Thesis Comfort Systems USA, Inc’s (NYSE:FIX) revenue growth should continue to see benefits from a healthy backlog of $4.28 billion exiting Q3 2023, and good demand in industrial, technology, and manufacturing sectors driven by medium to long-term secular trends. However, the streak of extraordinarily high growth rate that the company has been witnessing…

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Smartsheet: Comfort In Profit Margins (NYSE:SMAR)

MTStock Studio/E+ via Getty Images Though many small and mid-cap tech stocks have enjoyed a massive YTD rally in spite of recent interest-rate fears, Smartsheet (NYSE:SMAR) is a major holdout. This collaboration software vendor has retraced back most of its gains this year owing to slower billings growth rates. The company has blamed all of…

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