BlueLinx Holdings Inc (BXC)vsFerguson Plc (FERG)
BXC
BlueLinx Holdings Inc
$53.37
+2.95%
INDUSTRIALS · Cap: $356.68M
FERG
Ferguson Plc
$228.84
+1.29%
INDUSTRIALS · Cap: $50.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferguson Plc generates 955% more annual revenue ($31.16B vs $2.95B). FERG leads profitability with a 6.3% profit margin vs 0.0%. FERG appears more attractively valued with a PEG of 1.55. FERG earns a higher WallStSmart Score of 61/100 (C+).
BXC
Hold45
out of 100
Grade: D+
FERG
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56035.7%
Fair Value
$0.14
Current Price
$53.37
$53.23 premium
Margin of Safety
+39.9%
Fair Value
$445.00
Current Price
$228.84
$216.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Every $100 of equity generates 33 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 23.9% YoY
Areas to Watch
Expensive relative to growth rate
0.7% revenue growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
6.3% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BXC
The strongest argument for BXC centers on Price/Book, Altman Z-Score.
Bull Case : FERG
The strongest argument for FERG centers on Return on Equity, Altman Z-Score, Market Cap.
Bear Case : BXC
The primary concerns for BXC are PEG Ratio, Revenue Growth, Market Cap. A P/E of 2267.0x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Bear Case : FERG
The primary concerns for FERG are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
BXC carries more volatility with a beta of 1.65 — expect wider price swings.
FERG is growing revenue faster at 5.1% — sustainability is the question.
BXC generates stronger free cash flow (56M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FERG scores higher overall (61/100 vs 45/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BlueLinx Holdings Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
BlueLinx Holdings Inc. distributes residential and commercial construction products in the United States. The company is headquartered in Marietta, Georgia.
Visit Website →Ferguson Plc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Ferguson plc distributes plumbing and heating products in the United States, the United Kingdom, Canada and Central Europe. The company is headquartered in Wokingham, the United Kingdom.
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