COMPARE · Data as of August 21, 2026
DXPE vs FERG
Verdict: Side-by-side breakdown using the Bull Rankings model. DXPE scored 67.0, FERG scored 58.7 — DXPE leads.
Compare another set
Different reporting periods. DXPE's fundamentals are as of June 2026, but FERG's are as of July 2025 — a 11-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
DXPE
DXP Enterprises, Inc.
67
$190.28 · $3.0B
fundamentals as of
Score gap
8.3
DXPE leads
FERG
Ferguson Enterprises Inc.
58.7
$242.24 · $46.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestFERG23.9x
- Fastest growthDXPE+11.5%
- Strongest balance sheetFERG1.11
- Highest qualityFERG74 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DXPE
stronger →← stronger
FERG
59
Qualityreturns · margins · balance sheet
74
86
Growthrevenue & earnings expansion
60
59
Valuevaluation vs sector peers
46
DXPE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DXPE
FERG
$119mC
FCF
$1.6bC+
+11.5%B
Rev
+3.8%C+
1.66C
D/E
1.11C+
32.9xC+
P/E
23.9xB+
0.55A-
PEG
1.49B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DXPE
FERG
22% above
Price vs fair valuelower is cheaper
81% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~23%/yr
-32%
1-yr DCF upside
-50%
-18%
5-yr DCF upside
-45%
+9%
10-yr DCF upside
-36%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DXPE
No notable signals flagged.
FERG
Why this score
- Raising its dividend
- Durable high returns
The companies
DXPEDXP Enterprises, Inc.
Why now
Industrial Distribution · market cap $3.0b. 9% off the 52-week high of $208.00. Revenue growing +11%, comfortably above the S&P median. PEG 0.55 — paying under fair value for the growth rate.
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
FERGFerguson Enterprises Inc.
Why now
Industrial Distribution · market cap $46.9b. 11% off the 52-week high of $271.64. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $287.85 (implying +19% upside).
Moat
ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where DXPE and FERG diverge
On the headline score the gap is 8.3 points in favor of DXPE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthDXPE 85.8 · FERG 59.7DXPE +26.1
- QualityDXPE 59.1 · FERG 74.1FERG +15.0
- ValueDXPE 59.4 · FERG 45.7DXPE +13.7
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.