Ferguson Enterprises Inc. 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 8.2% and QXO reads -14.6%; on net margin, FERG reads 6.9% and QXO reads -6.0%. The rest of the comparable metrics sit closer together. What FERG'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 | QXO |
|---|---|---|
| Price | $238.57 | $17.80 |
| Market cap | $46.5B | $13.3B |
| Sector | Distribution | Distribution |
| Stage | Mature | Growth |
| Implied growth (priced in) | +17.6% | — |
| P/E | 21.2 | — |
| P/B | 7.91 | 1.30 |
| P/S | 1.44 | 1.55 |
| EV/EBITDA | 14.4 | — |
| Revenue growth | +6.7% | +200.0% |
| Gross margin | 31.0% | 23.7% |
| Operating margin | 8.2% | -14.6% |
| Net margin | 6.9% | -6.0% |
| Return on equity | 37.8% | -5.1% |
| Return on assets | 12.5% | -3.1% |
| Return on invested capital | 22.7% | -2.7% |
| FCF yield | 4.5% | 1.5% |
| Dividend yield | 1.4% | — |
| Debt / equity | 0.70 | 0.30 |
| Current ratio | 1.78 | 3.33 |
| Altman Z (solvency) | 5.15 | 1.96 |
| Piotroski F (quality) | 7 / 9 | 3 / 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.