COMPARE · Reviewed August 3, 2026
FERG vs POOL
Verdict: Side-by-side breakdown using the Bull Rankings model. FERG scored 59.2, POOL scored 63.5 — POOL leads.
Compare another set
Different reporting periods. POOL's fundamentals are as of March 2026, but FERG's are as of July 2025 — a 8-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
FERG
Ferguson Enterprises Inc.
59.2
$256.79 · $49.8B
fundamentals as of
Score gap
4.3
POOL leads
POOL
Pool Corporation
63.5
$200.81 · $7.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
FERG
stronger →← stronger
POOL
76
Qualityreturns · margins · balance sheet
78
60
Growthrevenue & earnings expansion
47
46
Valuevaluation vs sector peers
69
POOL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FERG
POOL
$1.6bC+
FCF
$313mC
+3.8%C+
Rev
+1.8%C
1.04C+
D/E
1.35C
25.3xB
P/E
18.4xA-
1.50B
PEG
1.60C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
FERG
POOL
92% above
Price vs fair valuelower is cheaper
50% above
~24%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
-53%
1-yr DCF upside
-37%
-48%
5-yr DCF upside
-33%
-39%
10-yr DCF upside
-28%
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
POOL
Why this score
- Buying back stock
- Durable high returns
The companies
FERGFerguson Enterprises Inc.
Why now
Industrial Distribution · market cap $49.8b. 5% 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.
POOLPool Corporation
Why now
Industrial Distribution · market cap $7.3b. Down 40% from 52-week high of $336.15 — deep drawdown territory. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $220.36 (implying +10% upside).
Moat
ROE 36% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.