Ferguson Enterprises Inc. /DE/ vs QXO, INC., two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FERG and QXO diverge most: on operating margin, FERG reads 10.2% and QXO reads -1.3%; on net margin, FERG reads 7.2% and QXO reads -5.2%. The rest of the comparable metrics sit closer together. The bull and bear cases for each are in their full reports below.
| Metric | FERG | QXO |
|---|---|---|
| Price | $219.89 | $10.80 |
| Market cap | $42.7B | $11.2B |
| Sector | Distribution | Distribution |
| Stage | Mature | Growth |
| Implied growth (priced in) | +8.8% | — |
| P/E | 18.3 | — |
| P/B | 6.88 | 1.08 |
| P/S | 1.30 | 1.13 |
| EV/EBITDA | 13.1 | 212.1 |
| Revenue growth | +5.1% | +200.0% |
| Gross margin | 31.0% | 24.7% |
| Operating margin | 10.2% | -1.3% |
| Net margin | 7.2% | -5.2% |
| Return on equity | 37.9% | -4.9% |
| Return on assets | 12.2% | -2.3% |
| Return on invested capital | 22.7% | -0.6% |
| FCF yield | 3.0% | 1.3% |
| Dividend yield | 1.5% | — |
| Debt / equity | 0.79 | 0.58 |
| Current ratio | 1.73 | 4.11 |
| Altman Z (solvency) | 4.67 | 1.45 |
| Piotroski F (quality) | 4 / 9 | 2 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.