Ferguson Plc (FERG)vsParker-Hannifin Corporation (PH)
FERG
Ferguson Plc
$229.58
-0.44%
INDUSTRIALS · Cap: $45.66B
PH
Parker-Hannifin Corporation
$882.34
+1.16%
INDUSTRIALS · Cap: $105.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferguson Plc generates 48% more annual revenue ($31.06B vs $20.99B). PH leads profitability with a 16.6% profit margin vs 6.3%. FERG appears more attractively valued with a PEG of 1.52. FERG earns a higher WallStSmart Score of 59/100 (C).
FERG
Buy59
out of 100
Grade: C
PH
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.5%
Fair Value
$144.90
Current Price
$229.58
$84.68 premium
Intrinsic value data unavailable for PH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Earnings expanding 23.0% YoY
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.5%
Areas to Watch
Expensive relative to growth rate
3.6% revenue growth
6.3% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 4.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : FERG
The strongest argument for FERG centers on Return on Equity, Altman Z-Score, EPS Growth.
Bull Case : PH
The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 21.5%. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : FERG
The primary concerns for FERG are PEG Ratio, Revenue Growth, Profit Margin.
Bear Case : PH
The primary concerns for PH are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
FERG profiles as a value stock while PH is a mature play — different risk/reward profiles.
PH carries more volatility with a beta of 1.18 — expect wider price swings.
PH is growing revenue faster at 10.6% — sustainability is the question.
PH generates stronger free cash flow (881M), providing more financial flexibility.
Bottom Line
FERG scores higher overall (59/100 vs 55/100). 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.
Parker-Hannifin Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.
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