| #1 | #2 | #3 | #4 | #5 | #6 | #7 | #8 | |
|---|---|---|---|---|---|---|---|---|
| Remove Comfort Systems... | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| Remove Oracle Corp | May 26 | Feb 26 | Nov 25 | Aug 26 | May 25 | Feb 25 | Nov 24 | Aug 24 |
| Remove Amphenol Corp | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| Remove Colgate Palmoli... | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| #1 | #2 | #3 | #4 | |
|---|---|---|---|---|
| Comfort Systems USA Inc (ROIC) | 77.5% | 62.6% | 65.6% | 57.0% |
| Oracle Corp (ROIC) | 13.9% | |||
| Amphenol Corp (ROIC) | 23.8% | 21.2% | 26.3% | 24.3% |
| Colgate Palmolive Co (ROE/ROA) | 93.5% | 94.6% | 95.0% | 96.8% |
| #1 | #2 | #3 | #4 | |
|---|---|---|---|---|
| Comfort Systems USA Inc | 74.1% | 59.9% | 31.0% | 22.0% |
| Oracle Corp | 27.3% | 18.7% | 15.2% | 35.7% |
| Amphenol Corp | 50.3% | 57.9% | 56.0% | 46.9% |
| Colgate Palmolive Co | 8.3% | 5.6% | 1.7% | 0.4% |
| #1 | #2 | #3 | #4 | #5 | |
|---|---|---|---|---|---|
| Comfort Systems USA Inc | 17% | 20% | 26% | 23% | 27% |
| Oracle Corp | 35% | 33% | 33% | 39% | 41% |
| Amphenol Corp | 26% | 26% | 24% | 26% | 28% |
| Colgate Palmolive Co | 125% | 123% | 122% | 99% | 97% |
| Balance | Stability | |
|---|---|---|
| Comfort Systems USA Inc | 38.2% | 37.1% |
| Oracle Corp | 14.9% | 16.8% |
| Amphenol Corp | 38.0% | 76.8% |
| Colgate Palmolive Co | 2.3% | 93.1% |
| Earnings | FCF / Book | |
|---|---|---|
| Comfort Systems USA Inc | $2.59 | $3.90 |
| Oracle Corp | $3.75 | $-5.20 |
| Amphenol Corp | $2.66 | $2.44 |
| Colgate Palmolive Co | $2.91 | $5.52 |