DXP Enterprises Inc (DXPE)vsFerguson Plc (FERG)
DXPE
DXP Enterprises Inc
$132.87
-16.11%
INDUSTRIALS · Cap: $2.71B
FERG
Ferguson Plc
$235.65
-5.18%
INDUSTRIALS · Cap: $43.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferguson Plc generates 1370% more annual revenue ($31.45B vs $2.14B). FERG leads profitability with a 6.3% profit margin vs 4.4%. DXPE appears more attractively valued with a PEG of 0.55. DXPE earns a higher WallStSmart Score of 60/100 (C+).
DXPE
Buy60
out of 100
Grade: C+
FERG
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-35.1%
Fair Value
$109.64
Current Price
$132.87
$23.23 premium
Margin of Safety
-78.3%
Fair Value
$149.95
Current Price
$235.65
$85.70 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
15.6% revenue growth
Earnings expanding 23.0% YoY
Every $100 of equity generates 33 in profit
Areas to Watch
Premium valuation, high expectations priced in
4.4% margin — thin
Elevated debt levels
4.6% revenue growth
Distress zone — elevated risk
6.3% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : DXPE
The strongest argument for DXPE centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 15.6% demonstrates continued momentum. PEG of 0.55 suggests the stock is reasonably priced for its growth.
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.
Bear Case : DXPE
The primary concerns for DXPE are P/E Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.66 is elevated, increasing financial risk. Thin 4.4% margins leave little buffer for downturns.
Bear Case : FERG
The primary concerns for FERG are Revenue Growth, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
DXPE profiles as a growth stock while FERG is a value play — different risk/reward profiles.
FERG carries more volatility with a beta of 1.12 — expect wider price swings.
DXPE is growing revenue faster at 15.6% — sustainability is the question.
DXPE generates stronger free cash flow (30M), providing more financial flexibility.
Bottom Line
DXPE scores higher overall (60/100 vs 59/100) and 15.6% 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.
DXP Enterprises Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
DXP Enterprises, Inc. is dedicated to the distribution of maintenance, repair and operation (MRO) products, equipment and services to industrial and energy customers primarily in the United States and Canada. The company is headquartered in Houston, Texas.
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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