BTSGU vs FERG

Comparison between BrightSpring Health Services Inc (BTSGU, Company) and Ferguson Plc. (FERG, Company).

BTSGU is from the Healthcare sector, while FERG is from the Industrials sector.

BTSGU vs FERG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSGU(COMPANY)	FERG(COMPANY)
Market Cap	$44B	$45B
Max Drawdown	33.37%	56.03%
Sharpe Ratio	3.28	0.22
5Y Beta	0.90	1.01
Industry	Health Information Services	Industrial Distribution
P/E Ratio	139.61	25.91
Forward P/E	N/A	18.35
PEG Ratio	0.35	1.44
Dividend Yield	N/A	1.83%
5Y Dividends CAGR	N/A	-1.25%
Debt to Equity	126.20%	70.26%
Free Cash Flow Yield	0.93%	5.24%

Market Cap

BTSGU

$44B

Winner

FERG

$45B

Max Drawdown

Winner

BTSGU

33.37%

FERG

56.03%

Sharpe Ratio

Winner

BTSGU

3.28

FERG

0.22

5Y Beta

Winner

BTSGU

0.90

FERG

1.01

Industry

BTSGU

Health Information Services

FERG

Industrial Distribution

P/E Ratio

BTSGU

139.61

Winner

FERG

25.91

Forward P/E

BTSGU

N/A

FERG

18.35

PEG Ratio

Winner

BTSGU

0.35

FERG

1.44

Dividend Yield

BTSGU

N/A

FERG

1.83%

5Y Dividends CAGR

BTSGU

N/A

FERG

-1.25%

Debt to Equity

BTSGU

126.20%

Winner

FERG

70.26%

Free Cash Flow Yield

BTSGU

0.93%

Winner

FERG

5.24%

BTSGU vs FERG - Historical Returns

Returns include dividend reinvestment.

Period	BTSGU	FERG
1 month	+4.55%	-2.28%
3 months	+47.69%	-12.81%
6 months	+75.38%	-9.26%
1 year	+219.96%	+2.00%
5 years(CAGR)	N/A	+12.03%
10 years(CAGR)	N/A	+18.03%
Max(CAGR)	+100.27%	+17.41%

Winner

BTSGU

+4.55%

FERG

-2.28%

Winner

BTSGU

+47.69%

FERG

-12.81%

Winner

BTSGU

+75.38%

FERG

-9.26%

Winner

BTSGU

+219.96%

FERG

+2.00%

5Y(CAGR)

BTSGU

N/A

FERG

+12.03%

10Y(CAGR)

BTSGU

N/A

FERG

+18.03%

Max(CAGR)

Winner

BTSGU

+100.27%

FERG

+17.41%

BTSGU vs FERG - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BTSGU	FERG
2026	+81.01%	+2.44%
2025	+106.26%	+30.04%
2024	+43.79%	-6.46%
2023	N/A	+53.08%
2022	N/A	-27.90%
2021	N/A	+54.00%
2020	N/A	+34.00%
2019	N/A	+50.17%
2018	N/A	-14.61%
2017	N/A	+23.85%
2016	N/A	+10.45%
2015	N/A	-3.66%
2014	N/A	+6.98%
2013	N/A	+16.74%
2012	N/A	+63.25%
2011	N/A	-4.03%
2010	N/A	+47.62%

BTSGU vs FERG Drawdown Comparison

The maximum drawdown for BTSGU was -32.46%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

The maximum drawdown for FERG was -55.35%, occurring on Mar 23, 2020. Recovery took 129 trading sessions.

The current BTSGU drawdown is -1.90%. The current FERG drawdown is -14.23%.

Rank	BTSGU	FERG
#1	-32.46% Jan 30, 2025 - May 16, 2025	-55.35% Feb 13, 2020 - Aug 18, 2020
#2	-22.43% Jan 30, 2024 - Jun 5, 2024	-43.31% Jan 3, 2022 - Dec 5, 2023
#3	-18.43% May 16, 2025 - Aug 22, 2025	-36.62% Feb 8, 2011 - Feb 23, 2012
#4	-13.46% Nov 11, 2024 - Jan 21, 2025	-32.93% Dec 4, 2024 - Jul 1, 2025
#5	-11.14% Jul 29, 2024 - Aug 26, 2024	-29.14% Jul 14, 2015 - Oct 4, 2017
#6	-8.63% Mar 4, 2026 - Mar 18, 2026	-27.86% Sep 27, 2018 - Oct 22, 2019
#7	-7.69% Jan 6, 2026 - Feb 25, 2026	-19.84% Feb 23, 2010 - Oct 7, 2010
#8	-7.52% May 28, 2026 - Jun 11, 2026	-18.31% Feb 11, 2026 - Apr 30, 2026
#9	-7.22% Oct 18, 2024 - Nov 1, 2024	-17.51% Apr 30, 2026 - May 18, 2026
#10	-7.04% Jun 5, 2024 - Jun 28, 2024	-16.64% Apr 5, 2024 - Dec 4, 2024
#11	-7.02% Nov 11, 2025 - Nov 24, 2025	-14.90% Mar 5, 2014 - Jan 21, 2015
#12	-6.75% Mar 19, 2026 - Mar 25, 2026	-12.40% Nov 11, 2025 - Jan 23, 2026
#13	-6.42% Mar 25, 2026 - Apr 8, 2026	-11.22% Sep 5, 2025 - Oct 14, 2025
#14	-5.46% Sep 10, 2025 - Sep 30, 2025	-10.33% Mar 23, 2012 - Aug 23, 2012
#15	-5.38% Oct 1, 2025 - Oct 14, 2025	-9.71% Jan 17, 2018 - Apr 19, 2018

Correlation

Correlation between BTSGU and FERG is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2012 - 2026)

BTSGU vs FERG dividend yield comparison.

Year	BTSGU	FERG
2026	1.10%	1.17%
2025	2.67%	1.12%
2024	2.70%	1.84%
2023	0.00%	1.57%
2022	0.00%	2.76%
2021	0.00%	2.34%
2020	0.00%	2.33%
2019	0.00%	2.43%
2018	0.00%	3.75%
2017	0.00%	3.52%
2016	0.00%	1.11%
2014	0.00%	1.44%
2013	0.00%	3.34%
2012	0.00%	3.47%