Dividend Data on $FIX (Nov 5, 2026)

Then the stock number 5 that I will share today is not an AI semiconductor company. They don't design chips. They don't even produce chips. They are a company that has benefited significantly from the work of building AI data centers, and they are now selling shares for reasons related to that business.

This is Comfort Systems USA, whose ticker symbol is FIX.

One of their big businesses is HVAC and they are focusing on helping build data centers because that's where there's a lot of money; They are lucky that they have a large skilled workforce and they have been serving this market for years, now suddenly the demand for it is much higher than before.

So 76.2% of their work in the latest quarter was related to new construction and I will explain it in detail, but I just mention it so you understand what is happening here. FIX stock price has increased by 890% in the last 5 years.

This is a compound annual growth rate of 58.21%. Today it is down 11.54%, in the last 5 days it is down 27.21%, in the last month it is down 42.72% and in the last 6 months it is down 50.12%, year to date it is down 2.23%.

This is another company that has seen incredible growth. Adjusted earnings per share (EPS) increased 68.61% year-over-year in the latest quarter, but earnings per share increased 1,237% over the past 5 years.

That's a 74.46% compound annual growth rate for a company that has historically been quite modest, and much of that is due to new construction revenue, which is helping to build AI data centers.

It has grown 630% in the last 5 years and they are now helping companies with unlimited funds build huge projects. The company's gross margin, which was 17-18%, has now increased to 24.8%, while the net margin has increased from 5% to 13%.

This says a lot about revenue growth as well as profitability.

Here you can see the rapid growth in FIX's free cash flow generation , $2.44 billion in the last 12 months, up 1,446% over the last 5 years, and it's one of my favorite charts I've seen for this company.

Dividends have increased significantly. They increase it every quarter. This is a small yield, and the payout ratio is also quite low. The payout ratio is 4.32%. This is a 0.41 % forward-looking dividend yield.

So, this dividend is incredibly safe. It has an 'A' score for dividend safety on dividenddata.com. However, this type of dividend growth is not common. The 3-year compound annual growth rate is 58.74%.

They are increasing dividends at a double-digit rate every quarter.

And again, using the fair value graph or dividenddata.com, it is at its cheapest in the last 3 years. This is based on adjusted earnings per share for the past 12 months. It is currently 40% below fair value.

It was almost this cheap on March 10, 2025. I think that's when I first started discussing this stock on this channel.

I didn't buy this stock then. This was during the April tariff reduction. I made a video like this , titled "The Top Five Stocks to Buy During the April Tariff Sale-Off." This was one of them.

I didn't buy it. I probably should have bought it , because despite the recent price drop, it has risen 179% since then.