Ferguson Enterprises vs WESCO International
FERG and WCC side by side, both in wholesale trade-durable goods. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How FERG and WCC compare
Ferguson Enterprises is the larger company, worth 2.8 times as much as WESCO International ($46.2B against $16.7B).
On earnings, WESCO International is cheaper: it trades at 21.3× trailing earnings, against 24.1× for Ferguson Enterprises.
WESCO International grew revenue faster over the last twelve months (13.5% versus 4.9% for Ferguson Enterprises).
Ferguson Enterprises keeps more of each dollar of sales as profit, with a net margin of 6.3% compared with 3.0% at WESCO International.
Both pay dividends: Ferguson Enterprises yields 1.5% and WESCO International 0.57%.
Ferguson Enterprises scores higher on the StockData Score (14 against 13 for WESCO International), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | FERG | WCC |
|---|---|---|
| Size and price | ||
| Market cap | $46.2B | $16.7B |
| Share price | $238.68 | $343.11 |
| Change, 1 year | −4.2% | 50.3% |
| Change, 5 years | 55.9% | 151% |
| Beta (5Y) | 0.93 | 1.63 |
| Employees | 35K | 21K |
| StockData Score | ||
| Total score | 14 (better) | 13 |
| Valuation score | 0 | 1 (better) |
| Growth score | 3 (better) | 1 |
| Performance score | 5 | 5 |
| Health score | 3 | 3 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 24.1× | 21.3× (better) |
| P/S | 1.5× | 0.6× (better) |
| P/B | 7.4× | 3.1× (better) |
| EV/EBITDA | 16.4× | 13.2× (better) |
| P/FCF | 28.0× (better) | 40.2× |
| FCF yield | 3.6% (better) | 2.5% |
| Fair value | $190.85 | $274.08 |
| Margin of safety | −25.1% (better) | −25.2% |
| Growth | ||
| Revenue growth (TTM) | 4.9% | 13.5% (better) |
| Revenue growth, 5Y average | 9.1% | 13.8% (better) |
| Net income growth (TTM) | 16.0% | 22.4% (better) |
| EPS growth (TTM) | 18.8% | 26.5% (better) |
| EPS growth, 5Y average | 17.1% | 53.9% (better) |
| Profitability | ||
| Gross margin | 30.8% (better) | 21.5% |
| Operating margin | 8.7% (better) | 5.6% |
| Net margin | 6.3% (better) | 3.0% |
| FCF margin | 5.3% (better) | 1.6% |
| Return on equity | 33.5% (better) | 15.4% |
| Return on invested capital | 21.4% (better) | 10.7% |
| Financial health | ||
| Debt / equity | 0.79 (better) | 1.10 |
| Net debt / EBITDA | 1.45 (better) | 3.12 |
| Current ratio | 1.73 | 2.01 (better) |
| Altman Z-score | 5.05 (better) | 3.22 |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.5% (better) | 0.57% |
| Payout ratio | 33.4% | 12.0% |
| Years of dividend growth | 1 | – |
| Dividend growth, 5Y average | 17.7% | – |
| Buyback yield | 1.9% (better) | 0.45% |
| Shareholder yield | 3.4% (better) | 1.0% |
| Ownership | ||
| Held by institutions | 96.8% | 96.7% |
| Held by insiders | 0.19% | 2.1% |
| Insider net buying, 12 months | −$1.2M (better) | −$67.6M |
| Superinvestors holding | 10 (better) | 2 |
| Short interest, % of float | 3.6% | 2.9% |
Go deeper
- FERG stock overview
- FERG income statement
- FERG valuation and score
- WCC stock overview
- WCC income statement
- WCC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.