WallStSmart

Ferguson Plc (FERG)vsWESCO International Inc (WCC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ferguson Plc generates 26% more annual revenue ($31.45B vs $25.01B). FERG leads profitability with a 6.3% profit margin vs 2.8%. FERG appears more attractively valued with a PEG of 1.33. WCC earns a higher WallStSmart Score of 61/100 (C+).

FERG

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 4.7Quality: 5.3
Piotroski: 4/9

WCC

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 3/9Altman Z: 2.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FERGSignificantly Overvalued (-79.0%)

Margin of Safety

-79.0%

Fair Value

$149.39

Current Price

$221.17

$71.78 premium

UndervaluedFair: $149.39Overvalued

Intrinsic value data unavailable for WCC.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FERG1 strengths · Avg: 10.0/10
Return on EquityProfitability
32.9%10/10

Every $100 of equity generates 33 in profit

WCC0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

FERG4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

Debt/EquityHealth
1.033/10

Elevated debt levels

Free Cash FlowQuality
$-199.04M2/10

Negative free cash flow — burning cash

WCC3 concerns · Avg: 3.0/10
Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Debt/EquityHealth
1.283/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : FERG

The strongest argument for FERG centers on Return on Equity. PEG of 1.33 suggests the stock is reasonably priced for its growth.

Bull Case : WCC

Revenue growth of 13.0% demonstrates continued momentum. PEG of 1.47 suggests the stock is reasonably priced for its growth.

Bear Case : FERG

The primary concerns for FERG are Revenue Growth, Profit Margin, Debt/Equity.

Bear Case : WCC

The primary concerns for WCC are Profit Margin, Debt/Equity, Piotroski F-Score. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

WCC carries more volatility with a beta of 1.53 — expect wider price swings.

WCC is growing revenue faster at 13.0% — sustainability is the question.

WCC generates stronger free cash flow (26M), providing more financial flexibility.

Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WCC scores higher overall (61/100 vs 59/100) and 13.0% 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.

WESCO International Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

WESCO International, Inc. provides business-to-business distribution, logistics, and supply chain solutions in the United States, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.

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