FERG vs BKR

Comparison between Ferguson Plc. (FERG, Company) and Baker Hughes Co - Class A (BKR, Company).

FERG is from the Industrials sector, while BKR is from the Energy sector.

5-Year PerformanceBKR has outperformed FERG, delivering a return of +22.0% compared to +13.6%

FERG vs BKR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FERG(COMPANY)	BKR(COMPANY)
Market Cap	$46B	$45B
Max Drawdown	56.03%	75.39%
Sharpe Ratio	0.39	1.32
5Y Beta	1.03	1.02
Industry	Industrial Distribution	Oil & Gas Equipment & Services
P/E Ratio	26.71	18.01
Forward P/E	18.83	21.28
PEG Ratio	1.49	2.26
Dividend Yield	1.79%	1.57%
5Y Dividends CAGR	-1.25%	9.82%
Debt to Equity	70.26%	3.90%
Free Cash Flow Yield	5.08%	7.92%
P/S Ratio	1.48	2.00
P/B Ratio	7.73	2.90

Market Cap

Winner

FERG

$46B

BKR

$45B

Max Drawdown

Winner

FERG

56.03%

BKR

75.39%

Sharpe Ratio

FERG

0.39

Winner

BKR

1.32

5Y Beta

FERG

1.03

Winner

BKR

1.02

Industry

FERG

Industrial Distribution

BKR

Oil & Gas Equipment & Services

P/E Ratio

FERG

26.71

Winner

BKR

18.01

Forward P/E

Winner

FERG

18.83

BKR

21.28

PEG Ratio

Winner

FERG

1.49

BKR

2.26

Dividend Yield

Winner

FERG

1.79%

BKR

1.57%

5Y Dividends CAGR

FERG

-1.25%

Winner

BKR

9.82%

Debt to Equity

FERG

70.26%

Winner

BKR

3.90%

Free Cash Flow Yield

FERG

5.08%

Winner

BKR

7.92%

P/S Ratio

Winner

FERG

1.48

BKR

2.00

P/B Ratio

FERG

7.73

Winner

BKR

2.90

FERG vs BKR - Historical Returns

Returns include dividend reinvestment.

Period	FERG	BKR
1 month	+4.96%	-15.24%
3 months	+8.23%	-8.99%
6 months	+5.56%	+25.90%
1 year	+11.02%	+50.20%
5 years(CAGR)	+13.62%	+22.01%
10 years(CAGR)	+18.86%	+7.62%
Max(CAGR)	+17.80%	+7.62%

Winner

FERG

+4.96%

BKR

-15.24%

Winner

FERG

+8.23%

BKR

-8.99%

FERG

+5.56%

Winner

BKR

+25.90%

FERG

+11.02%

Winner

BKR

+50.20%

5Y(CAGR)

FERG

+13.62%

Winner

BKR

+22.01%

10Y(CAGR)

Winner

FERG

+18.86%

BKR

+7.62%

Max(CAGR)

Winner

FERG

+17.80%

BKR

+7.62%

FERG vs BKR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	FERG	BKR
2026	+6.86%	+20.85%
2025	+30.04%	+11.95%
2024	-6.46%	+23.99%
2023	+53.08%	+21.79%
2022	-27.90%	+20.97%
2021	+54.00%	+18.01%
2020	+34.00%	-15.06%
2019	+50.17%	+25.57%
2018	-14.61%	-31.69%
2017	+23.85%	-14.16%
2016	+10.45%	N/A
2015	-3.66%	N/A
2014	+6.98%	N/A
2013	+16.74%	N/A
2012	+63.25%	N/A
2011	-4.03%	N/A
2010	+47.62%	N/A

FERG vs BKR Drawdown Comparison

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

The maximum drawdown for BKR was -73.51%, occurring on Mar 23, 2020. Recovery took 1173 trading sessions.

The current FERG drawdown is -10.53%. The current BKR drawdown is -18.54%.

Rank	FERG	BKR
#1	-55.35% Feb 13, 2020 - Aug 18, 2020	-73.51% Jul 7, 2017 - Mar 4, 2022
#2	-43.31% Jan 3, 2022 - Dec 5, 2023	-46.54% Mar 25, 2022 - Jul 26, 2024
#3	-36.62% Feb 8, 2011 - Feb 23, 2012	-28.00% Feb 5, 2025 - Sep 23, 2025
#4	-32.93% Dec 4, 2024 - Jul 1, 2025	-18.80% Apr 30, 2026 - Jun 24, 2026
#5	-29.14% Jul 14, 2015 - Oct 4, 2017	-16.86% Feb 27, 2026 - Apr 24, 2026
#6	-27.86% Sep 27, 2018 - Oct 22, 2019	-14.43% Jul 31, 2024 - Nov 5, 2024
#7	-19.84% Feb 23, 2010 - Oct 7, 2010	-12.13% Dec 4, 2025 - Jan 15, 2026
#8	-18.31% Feb 11, 2026 - Apr 30, 2026	-12.03% Sep 29, 2025 - Dec 3, 2025
#9	-17.51% Apr 30, 2026 - May 18, 2026	-11.32% Nov 21, 2024 - Jan 14, 2025
#10	-16.64% Apr 5, 2024 - Dec 4, 2024	-10.60% Mar 11, 2022 - Mar 24, 2022
#11	-14.90% Mar 5, 2014 - Jan 21, 2015	-8.44% Jan 21, 2025 - Feb 3, 2025
#12	-12.40% Nov 11, 2025 - Jan 23, 2026	-3.06% Feb 4, 2026 - Feb 9, 2026
#13	-11.22% Sep 5, 2025 - Oct 14, 2025	-2.84% Mar 8, 2022 - Mar 10, 2022
#14	-10.33% Mar 23, 2012 - Aug 23, 2012	-2.81% Nov 11, 2024 - Nov 20, 2024
#15	-9.71% Jan 17, 2018 - Apr 19, 2018	-2.12% Feb 12, 2026 - Feb 18, 2026

Correlation

Correlation between FERG and BKR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2012 - 2026)

FERG vs BKR dividend yield comparison.

Year	FERG	BKR
2026	1.12%	0.81%
2025	1.12%	2.02%
2024	1.84%	2.05%
2023	1.57%	2.28%
2022	2.76%	2.47%
2021	2.34%	2.99%
2020	2.33%	3.45%
2019	2.43%	2.81%
2018	3.75%	3.35%
2017	3.52%	56.42%
2016	1.11%	0.00%
2014	1.44%	0.00%
2013	3.34%	0.00%
2012	3.47%	0.00%