WallStSmart

BlueLinx Holdings Inc (BXC)vsFerguson Plc (FERG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ferguson Plc generates 944% more annual revenue ($31.06B vs $2.98B). FERG leads profitability with a 6.3% profit margin vs -0.1%. FERG appears more attractively valued with a PEG of 1.53. FERG earns a higher WallStSmart Score of 59/100 (C).

BXC

Hold

43

out of 100

Grade: D

Growth: 2.7Profit: 3.0Value: 4.7Quality: 7.0
Piotroski: 3/9Altman Z: 3.44

FERG

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 7.0Value: 4.0Quality: 6.5
Piotroski: 4/9Altman Z: 3.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BXC.

FERGSignificantly Overvalued (-84.1%)

Margin of Safety

-84.1%

Fair Value

$145.19

Current Price

$240.76

$95.57 premium

UndervaluedFair: $145.19Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BXC2 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
3.4410/10

Safe zone — low bankruptcy risk

FERG3 strengths · Avg: 9.3/10
Return on EquityProfitability
35.3%10/10

Every $100 of equity generates 35 in profit

Altman Z-ScoreHealth
3.3410/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
23.0%8/10

Earnings expanding 23.0% YoY

Areas to Watch

BXC4 concerns · Avg: 3.5/10
PEG RatioValuation
2.194/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.1%4/10

3.1% revenue growth

Market CapQuality
$508.04M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.1%3/10

Operating margin of 1.1%

FERG4 concerns · Avg: 3.5/10
PEG RatioValuation
1.534/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.6%4/10

3.6% revenue growth

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

Debt/EquityHealth
1.043/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull 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, EPS Growth.

Bear Case : BXC

The primary concerns for BXC are PEG Ratio, Revenue Growth, Market Cap.

Bear Case : FERG

The primary concerns for FERG are PEG Ratio, Revenue Growth, Profit Margin.

Key Dynamics to Monitor

BXC profiles as a turnaround stock while FERG is a value play — different risk/reward profiles.

BXC carries more volatility with a beta of 1.45 — expect wider price swings.

FERG is growing revenue faster at 3.6% — sustainability is the question.

FERG generates stronger free cash flow (680M), providing more financial flexibility.

Bottom Line

FERG scores higher overall (59/100 vs 43/100). 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.

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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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