Ferguson Plc (FERG)vsQXO, Inc. (QXO)
FERG
Ferguson Plc
$221.17
+2.33%
INDUSTRIALS · Cap: $41.45B
QXO
QXO, Inc.
$12.78
+4.75%
INDUSTRIALS · Cap: $12.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferguson Plc generates 218% more annual revenue ($31.45B vs $9.90B). FERG leads profitability with a 6.3% profit margin vs -5.2%. QXO appears more attractively valued with a PEG of 0.88. FERG earns a higher WallStSmart Score of 59/100 (C).
FERG
Buy59
out of 100
Grade: C
QXO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.0%
Fair Value
$149.39
Current Price
$221.17
$71.78 premium
Intrinsic value data unavailable for QXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Reasonable price relative to book value
Revenue surging 70.3% year-over-year
Growing faster than its price suggests
Areas to Watch
4.6% revenue growth
6.3% margin — thin
Elevated debt levels
Negative free cash flow — burning cash
0.0% earnings growth
Distress zone — elevated risk
Weak financial health signals
ROE of -4.9% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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 : QXO
The strongest argument for QXO centers on Price/Book, Revenue Growth, PEG Ratio. Revenue growth of 70.3% demonstrates continued momentum. PEG of 0.88 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 : QXO
The primary concerns for QXO are EPS Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
FERG profiles as a value stock while QXO is a hypergrowth play — different risk/reward profiles.
QXO carries more volatility with a beta of 2.29 — expect wider price swings.
QXO is growing revenue faster at 70.3% — sustainability is the question.
FERG generates stronger free cash flow (-199M), providing more financial flexibility.
Bottom Line
FERG scores higher overall (59/100 vs 56/100). 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.
QXO, Inc.
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
QXO, Inc. is a business application, technology, and consulting company in North America. The company is headquartered in Greenwich, Connecticut.
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