Ferguson Plc (FERG)vsQXO, Inc. (QXO)
FERG
Ferguson Plc
$228.84
+1.29%
INDUSTRIALS · Cap: $50.46B
QXO
QXO, Inc.
$20.46
+1.34%
INDUSTRIALS · Cap: $14.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferguson Plc generates 355% more annual revenue ($31.16B vs $6.84B). FERG leads profitability with a 6.3% profit margin vs -4.1%. FERG appears more attractively valued with a PEG of 1.55. FERG earns a higher WallStSmart Score of 61/100 (C+).
FERG
Buy61
out of 100
Grade: C+
QXO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.9%
Fair Value
$445.00
Current Price
$228.84
$216.16 discount
Intrinsic value data unavailable for QXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 23.9% YoY
Revenue surging 147.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
6.3% margin — thin
Negative free cash flow — burning cash
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -3.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : FERG
The strongest argument for FERG centers on Return on Equity, Altman Z-Score, Market Cap.
Bull Case : QXO
The strongest argument for QXO centers on Revenue Growth, Price/Book. Revenue growth of 147.3% demonstrates continued momentum.
Bear Case : FERG
The primary concerns for FERG are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : QXO
The primary concerns for QXO are EPS Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
FERG profiles as a value stock while QXO is a hypergrowth play — different risk/reward profiles.
QXO carries more volatility with a beta of 2.42 — expect wider price swings.
QXO is growing revenue faster at 147.3% — sustainability is the question.
QXO generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
FERG scores higher overall (61/100 vs 48/100). 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.
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.
QXO, Inc.
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
QXO, Inc. is a business application, technology, and consulting company in North America. The company is headquartered in Greenwich, Connecticut.
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