BUY BWB - Business With Brian Convicción4/5 Calidad del análisis85/100 ahora
The YouTuber recommends Comfort Systems USA due to its significant growth in data center revenue, which now accounts for over half of its total. The company has a record $12.4 billion backlog, nearly doubled year-over-year, and boasts strong financials with 62% return on invested capital and effectively zero debt, indicating software-like economics for a mechanical contractor.
“Data center customers went from a third of revenue two years ago to over half of their revenue this past quarter. And fix ended at a record $12.4 billion backlog that nearly doubled year over year.” — ▶ 01:02:50:00