Ferguson Enterprises Inc. /DE/ vs GENUINE PARTS CO, two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FERG and GPC diverge most: on implied growth (priced in), FERG reads +8.8% and GPC reads -4.1%; on ev/ebitda, FERG reads 13.1 and GPC reads 38.8. The rest of the comparable metrics sit closer together. On valuation, today's FERG price has a different growth bar priced in than GPC (+8.8% implied for FERG vs -4.1% for GPC); the higher figure is the steeper assumption to clear, not a better or worse stock. What GPC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | FERG | GPC |
|---|---|---|
| Price | $219.89 | $127.05 |
| Market cap | $42.7B | $17.5B |
| Sector | Distribution | Distribution |
| Stage | Mature | Mature |
| Implied growth (priced in) | +8.8% | -4.1% |
| P/E | 18.3 | 19.4 |
| P/B | 6.88 | 3.86 |
| P/S | 1.30 | 0.70 |
| EV/EBITDA | 13.1 | 38.8 |
| Revenue growth | +5.1% | +5.5% |
| Gross margin | 31.0% | 37.8% |
| Operating margin | 10.2% | — |
| Net margin | 7.2% | 3.6% |
| Return on equity | 37.9% | 20.0% |
| Return on assets | 12.2% | 4.3% |
| Return on invested capital | 22.7% | — |
| FCF yield | 3.0% | 4.3% |
| Dividend yield | 1.5% | 3.2% |
| Debt / equity | 0.79 | 1.10 |
| Current ratio | 1.73 | 1.16 |
| Altman Z (solvency) | 4.67 | 7.59 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.