COMPARE · Reviewed August 7, 2026
FERG vs GIC
Verdict: Side-by-side breakdown using the Bull Rankings model. FERG scored 58.4, GIC scored 60.6 — GIC leads.
Compare another set
Different reporting periods. GIC'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.
FERG
Ferguson Enterprises Inc.
58.4
$256.69 · $49.8B
fundamentals as of
Score gap
2.2
GIC leads
GIC
Global Industrial Company
60.6
$39.13 · $1.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
FERG
stronger →← stronger
GIC
76
Qualityreturns · margins · balance sheet
83
60
Growthrevenue & earnings expansion
48
44
Valuevaluation vs sector peers
56
GIC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FERG
GIC
$1.6bC+
FCF
$87mC-
+3.8%C+
Rev
+8.4%B
1.04C+
D/E
0.29A-
25.3xB+
P/E
17.7xA-
1.59C+
PEG
1.21B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
FERG
GIC
91% above
Price vs fair valuelower is cheaper
31% below
~24%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
-53%
1-yr DCF upside
+21%
-48%
5-yr DCF upside
+44%
-39%
10-yr DCF upside
+86%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FERG
Why this score
- Raising its dividend
- Durable high returns
GIC
Why this score
- Raising its dividend
- Durable high returns
The companies
FERGFerguson Enterprises Inc.
Why now
Industrial Distribution · market cap $49.8b. 6% off the 52-week high of $271.64. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $279.42 (implying +9% upside).
Moat
ROE 32% — 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.
GICGlobal Industrial Company
Why now
Industrial Distribution · market cap $1.5b. Trading near 52-week high of $39.92 — momentum setup, limited technical margin of safety.
Moat
ROE 25% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 100% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
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.