Comfort Systems USA Is a $1,600 Stock Almost Nobody Owns. Here's Why It Keeps Crushing the Market.

Comfort Systems USA, a mechanical and electrical services contractor, has surged 77% this year and 871% over three years due to its critical role in the AI data center build-out. The company's backlog of $14.06 billion exceeds projected 2026 revenue of $13 billion, with technology/data center work comprising 58% of revenue. The growing backlog, combined with future service and maintenance contracts, positions the company well for sustained growth as hyperscalers continue investing in AI infrastructure.