Comfort Systems USA (FIX) and Agnico Eagle Mines (AEM) are both standout stocks in 2025, each boasting year-to-date gains exceeding 100%. Despite recent dips from all-time highs, Comfort Systems’ stock reached over $800, peaking at $1,036, while Agnico’s stock hit $187 in October.
Comfort Systems has demonstrated remarkable capital efficiency, with a three-year total return of 670% and a return on invested capital (ROIC) soaring to 35.9%, far surpassing the Zacks Construction sector average of 6%. The company has returned over $500 million to shareholders in 2025, featuring stock buybacks and a growing dividend currently set at $2.40 per share.
Conversely, Agnico’s invested capital has reached $3 billion, marked by an ROIC of 12% and a free cash flow conversion rate of 106%. The gold miner returned nearly $900 million to shareholders in 2025, demonstrating its strong standing in the industry amid rising gold prices.
