FERG vs BTSGU

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

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

FERG vs BTSGU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

FERG

$45B

BTSGU

$44B

Max Drawdown

FERG

56.03%

Winner

BTSGU

33.37%

Sharpe Ratio

FERG

0.22

Winner

BTSGU

3.28

5Y Beta

FERG

1.01

Winner

BTSGU

0.90

Industry

FERG

Industrial Distribution

BTSGU

Health Information Services

P/E Ratio

Winner

FERG

25.91

BTSGU

139.61

Forward P/E

FERG

18.35

BTSGU

N/A

PEG Ratio

FERG

1.44

Winner

BTSGU

0.35

Dividend Yield

FERG

1.83%

BTSGU

N/A

5Y Dividends CAGR

FERG

-1.25%

BTSGU

N/A

Debt to Equity

Winner

FERG

70.26%

BTSGU

126.20%

Free Cash Flow Yield

Winner

FERG

5.24%

BTSGU

0.93%

FERG vs BTSGU - Historical Returns

Returns include dividend reinvestment.

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

FERG

-2.28%

Winner

BTSGU

+4.55%

FERG

-12.81%

Winner

BTSGU

+47.69%

FERG

-9.26%

Winner

BTSGU

+75.38%

FERG

+2.00%

Winner

BTSGU

+219.96%

5Y(CAGR)

FERG

+12.03%

BTSGU

N/A

10Y(CAGR)

FERG

+18.03%

BTSGU

N/A

Max(CAGR)

FERG

+17.41%

Winner

BTSGU

+100.27%

FERG vs BTSGU - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	FERG	BTSGU
2026	+2.44%	+81.01%
2025	+30.04%	+106.26%
2024	-6.46%	+43.79%
2023	+53.08%	N/A
2022	-27.90%	N/A
2021	+54.00%	N/A
2020	+34.00%	N/A
2019	+50.17%	N/A
2018	-14.61%	N/A
2017	+23.85%	N/A
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 BTSGU Drawdown Comparison

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

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

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

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

Correlation

Correlation between FERG and BTSGU 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)

FERG vs BTSGU dividend yield comparison.

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