Ferguson Plc (FERG)vsGE Aerospace (GE)
FERG
Ferguson Plc
$222.54
+0.71%
INDUSTRIALS · Cap: $44.19B
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 61% more annual revenue ($50.64B vs $31.45B). GE leads profitability with a 17.7% profit margin vs 6.3%. FERG appears more attractively valued with a PEG of 1.38. GE earns a higher WallStSmart Score of 65/100 (C+).
FERG
Buy59
out of 100
Grade: C
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.2%
Fair Value
$149.16
Current Price
$222.54
$73.38 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 2.9B in free cash flow
Areas to Watch
4.6% revenue growth
6.3% margin — thin
Elevated debt levels
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 19.0x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : FERG
The strongest argument for FERG centers on Return on Equity. PEG of 1.38 suggests the stock is reasonably priced for its growth.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : FERG
The primary concerns for FERG are Revenue Growth, Profit Margin, Debt/Equity.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
FERG profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 59/100), backed by strong 17.7% margins and 21.1% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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