Key Facts on Comfort Systems USA and Vertiv Holdings
Comfort Systems USA (NYSE: FIX) and Vertiv Holdings (NYSE: VRT) have both significantly outperformed Nvidia (NASDAQ: NVDA) over the past five years, with returns of approximately 2,000% and 1,300% respectively. As of March 31, 2026, Vertiv reported quarterly sales growth of 30%, totaling $10.2 billion for the previous year, and expects sales to reach up to $14 billion in 2026, reflecting strong demand for data center infrastructure.
In comparison, Comfort Systems USA saw its revenue soar to $9.1 billion, more than doubling since 2022. The company’s backlog has almost reached $12 billion, indicating robust future growth potential driven by the data center sector. Both companies are benefiting from substantial investments in data centers, as companies increasingly focus on artificial intelligence technologies.
Nvidia’s valuation is around $5 trillion, with its stock increasing over 1,200% in the same five-year period. Despite impressive gains, both Comfort Systems and Vertiv still have potential for further stock price appreciation due to their smaller market capitalizations, which currently sit at approximately $59 billion for Comfort Systems and $120 billion for Vertiv.
