COMPARE · Data as of August 21, 2026
FERG vs QXO
Verdict: Side-by-side breakdown using the Bull Rankings model. FERG scored 58.7, QXO scored 32.3 — FERG leads.
Compare another set
Different reporting periods. QXO'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.
58.7
$242.24 · $46.9B
fundamentals as of
Score gap
26.4
FERG leads
QXO
QXO, Inc.
32.3
$13.47 · $14.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthQXO+408.3%
- Strongest balance sheetQXO0.57
- Highest qualityFERG74 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
FERG
stronger →← stronger
QXO
74
Qualityreturns · margins · balance sheet
23
60
Growthrevenue & earnings expansion
100
46
Valuevaluation vs sector peers
15
FERG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FERG
QXO
$1.6bC+
FCF
$141mC
+3.8%C+
Rev
+408.3%A
1.11C+
D/E
0.57B
23.9xB+
P/E
—
1.49B
PEG
3.19D
—
P/S
1.4xB+
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
FERG
QXO
81% above
Price vs fair valuelower is cheaper
635% above
~23%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
-50%
1-yr DCF upside
-89%
-45%
5-yr DCF upside
-86%
-36%
10-yr DCF upside
-81%
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
QXO
Why this score
- Diluting shareholders
The companies
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.
QXOQXO, Inc.
Why now
Industrial Distribution · market cap $14.0b. Down 51% from 52-week high of $27.61 — deep drawdown territory. Revenue growing +408% — in hypergrowth territory. 17 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $29.29 (implying +117% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -5.2%) — path to GAAP profitability is the core thesis risk. Down 51% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.30 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 FERG and QXO diverge
On the headline score the gap is 26.4 points in favor of FERG. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityFERG 74.1 · QXO 23.2FERG +50.9
- GrowthFERG 59.7 · QXO 100.0QXO +40.3
- ValueFERG 45.7 · QXO 14.6FERG +31.1
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.