Ferguson Plc (FERG)vsSiteOne Landscape Supply Inc (SITE)
FERG
Ferguson Plc
$222.54
+0.71%
INDUSTRIALS · Cap: $44.19B
SITE
SiteOne Landscape Supply Inc
$92.82
-2.07%
INDUSTRIALS · Cap: $4.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferguson Plc generates 559% more annual revenue ($31.45B vs $4.77B). FERG leads profitability with a 6.3% profit margin vs 3.4%. FERG appears more attractively valued with a PEG of 1.38. FERG earns a higher WallStSmart Score of 59/100 (C).
FERG
Buy59
out of 100
Grade: C
SITE
Buy54
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
Margin of Safety
-30.7%
Fair Value
$124.93
Current Price
$92.82
$32.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
4.6% revenue growth
6.3% margin — thin
Elevated debt levels
Negative free cash flow — burning cash
Moderate valuation
4.7% revenue growth
3.4% margin — thin
Expensive relative to growth rate
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 : SITE
The strongest argument for SITE centers on Debt/Equity, Altman Z-Score, Price/Book.
Bear Case : FERG
The primary concerns for FERG are Revenue Growth, Profit Margin, Debt/Equity.
Bear Case : SITE
The primary concerns for SITE are P/E Ratio, Revenue Growth, Profit Margin. Thin 3.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
SITE carries more volatility with a beta of 1.34 — expect wider price swings.
SITE is growing revenue faster at 4.7% — sustainability is the question.
SITE generates stronger free cash flow (136M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FERG scores higher overall (59/100 vs 54/100). 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.
SiteOne Landscape Supply Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
SiteOne Landscape Supply, Inc. is engaged in the wholesale distribution of garden supplies in the United States and Canada. The company is headquartered in Roswell, Georgia.
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