Comfort Systems USA Inc (FIX) — Strategic Asset Allocation Index

Latest as of September 2025: 27.4%

Comfort Systems USA Inc (FIX) has a Strategic Asset Allocation Index of 27.4% as of September 2025. Strategic assets (PP&E of $612.15 Million plus long-term investments of $-) total $612.15 Million, measured against net assets of $2.23 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

27.4%
Strategic Assets / Net Assets

Strategic Assets

$612.15 Million
PP&E + LT Investments

PP&E

$612.15 Million
USD

Net Assets

$2.23 Billion
USD

Comfort Systems USA Inc Strategic Asset Allocation Index (2000–2024)

This chart shows how Comfort Systems USA Inc's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 27.4%, representing strategic assets of $612.15 Million against net assets of $2.23 Billion USD. Explore cash flow conversion of Comfort Systems USA Inc to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Comfort Systems USA Inc (2000–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Comfort Systems USA Inc from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see FIX market cap.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 29.7% $506.29 Million $506.29 Million $- $1.70 Billion ▼ -2.7 pp
2023 32.4% $414.28 Million $414.28 Million $- $1.28 Billion ▲ +18.0 pp
2022 14.4% $143.95 Million $143.95 Million $- $999.92 Million ▼ -1.6 pp
2021 16.0% $128.55 Million $128.55 Million $- $805.67 Million ▼ -0.9 pp
2020 16.8% $117.21 Million $117.21 Million $- $696.43 Million ▼ -1.9 pp
2019 18.8% $109.80 Million $109.80 Million $- $585.30 Million ▼ -1.2 pp
2018 20.0% $99.62 Million $99.62 Million $- $498.05 Million ▼ -1.0 pp
2017 21.0% $87.59 Million $87.59 Million $- $417.94 Million ▲ +2.9 pp
2016 18.1% $68.19 Million $68.19 Million $- $376.63 Million ▲ +1.4 pp
2015 16.7% $60.81 Million $60.81 Million $- $365.00 Million ▼ -0.7 pp
2014 17.3% $55.76 Million $55.76 Million $- $321.39 Million ▲ +2.4 pp
2013 14.9% $46.86 Million $46.86 Million $- $314.02 Million ▲ +0.5 pp
2012 14.4% $41.42 Million $41.42 Million $- $287.31 Million ▼ -0.4 pp
2011 14.8% $42.01 Million $42.01 Million $- $283.11 Million ▲ +0.9 pp
2010 13.9% $43.62 Million $43.62 Million $- $312.78 Million ▲ +2.6 pp
2009 11.3% $34.67 Million $34.67 Million $- $305.98 Million ▼ -1.2 pp
2008 12.5% $35.91 Million $35.91 Million $- $286.47 Million ▲ +4.4 pp
2007 8.2% $21.44 Million $21.44 Million $- $262.58 Million ▲ +1.8 pp
2006 6.4% $15.50 Million $15.50 Million $- $242.71 Million ▲ +0.4 pp
2005 6.0% $12.84 Million $12.84 Million $- $213.52 Million ▲ +0.0 pp
2004 6.0% $12.99 Million $12.99 Million $- $216.60 Million ▼ -0.6 pp
2003 6.6% $13.23 Million $13.23 Million $- $200.66 Million ▼ -1.3 pp
2002 7.9% $16.11 Million $16.11 Million $- $205.09 Million ▼ -0.1 pp
2001 7.9% $32.78 Million $32.78 Million $- $413.82 Million ▼ -2.1 pp
2000 10.0% $40.09 Million $40.09 Million $- $400.24 Million
pp = percentage points