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FERG vs HEI

Comparison between Ferguson Plc. (FERG, Company) and Heico Corp (HEI, Company).

Both FERG and HEI are from the Industrials sector.

5-Year PerformanceHEI has outperformed FERG, delivering a return of +18.9% compared to +13.2%

FERG vs HEI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FERG
$46B
HEI
$45B
Max Drawdown
Winner
FERG
56.03%
HEI
63.95%
Sharpe Ratio
Winner
FERG
0.35
HEI
0.34
5Y Beta
FERG
1.02
Winner
HEI
0.84
Industry
FERG
Industrial Distribution
HEI
Aerospace & Defense
P/E Ratio
Winner
FERG
26.77
HEI
38.44
Forward P/E
Winner
FERG
18.35
HEI
56.50
PEG Ratio
FERG
1.49
Winner
HEI
1.23
Dividend Yield
Winner
FERG
1.84%
HEI
0.07%
5Y Dividends CAGR
FERG
-1.25%
Winner
HEI
8.45%
5Y EPS CAGR
FERG
N/A
HEI
20.50%
Debt to Equity
FERG
70.26%
Winner
HEI
0.07%
Free Cash Flow Yield
Winner
FERG
5.07%
HEI
2.10%
P/S Ratio
Winner
FERG
1.40
HEI
9.28
P/B Ratio
Winner
FERG
7.41
HEI
9.55

FERG vs HEI - Historical Returns

Returns include dividend reinvestment.

1M
FERG
+4.91%
Winner
HEI
+16.16%
3M
FERG
+5.45%
Winner
HEI
+15.12%
6M
FERG
+5.73%
Winner
HEI
+8.17%
1Y
Winner
FERG
+12.23%
HEI
+10.34%
5Y(CAGR)
FERG
+13.17%
Winner
HEI
+18.88%
10Y(CAGR)
FERG
+19.37%
Winner
HEI
+26.19%
Max(CAGR)
FERG
+17.72%
Winner
HEI
+19.12%

FERG vs HEI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFERGHEI
2026+5.17%+1.92%
2025+30.04%+36.54%
2024-6.46%+33.81%
2023+53.08%+17.80%
2022-27.90%+7.26%
2021+54.00%+13.15%
2020+34.00%+10.69%
2019+50.17%+50.39%
2018-14.61%+29.47%
2017+23.85%+51.47%
2016+10.45%+42.89%
2015-3.66%-6.45%
2014+6.98%+7.34%
2013+16.74%+28.24%
2012+63.25%+4.97%
2011-4.03%+40.48%
2010+47.62%+42.72%
2009N/A+11.59%
2008N/A-28.22%
2007N/A+41.31%
2006N/A+49.61%
2005N/A+19.09%
2004N/A+35.95%
2003N/A+68.47%
2002N/A-29.96%
2001N/A+8.15%
2000N/A-25.60%
1999N/A+26.43%

FERG vs HEI Drawdown Comparison

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

The maximum drawdown for HEI was -63.74%, occurring on Apr 30, 2003. Recovery took 779 trading sessions.

The current FERG drawdown is -11.94%. The current HEI drawdown is -6.29%.

RankFERGHEI
#1-55.35%
Feb 13, 2020 - Aug 18, 2020
-63.74%
Aug 24, 2001 - Oct 5, 2004
#2-43.31%
Jan 3, 2022 - Dec 5, 2023
-61.37%
Dec 26, 2007 - Sep 20, 2010
#3-36.62%
Feb 8, 2011 - Feb 23, 2012
-57.72%
Aug 29, 2019 - Jun 4, 2021
#4-32.93%
Dec 4, 2024 - Jul 1, 2025
-47.34%
Dec 27, 1999 - Aug 23, 2001
#5-29.14%
Jul 14, 2015 - Oct 4, 2017
-32.38%
Sep 24, 2013 - Jul 27, 2016
#6-27.86%
Sep 27, 2018 - Oct 22, 2019
-29.58%
Nov 15, 2011 - Jan 2, 2013
#7-19.84%
Feb 23, 2010 - Oct 7, 2010
-28.37%
Jul 8, 2011 - Oct 27, 2011
#8-18.31%
Feb 11, 2026 - Apr 30, 2026
-27.11%
Jan 15, 2026 - Apr 29, 2026
#9-17.51%
Apr 30, 2026 - May 18, 2026
-23.46%
Sep 14, 2018 - Feb 22, 2019
#10-16.64%
Apr 5, 2024 - Dec 4, 2024
-22.64%
May 4, 2006 - Oct 5, 2006
#11-14.90%
Mar 5, 2014 - Jan 21, 2015
-21.26%
Nov 22, 2024 - May 19, 2025
#12-12.40%
Nov 11, 2025 - Jan 23, 2026
-20.77%
Dec 29, 2004 - Jun 28, 2005
#13-11.22%
Sep 5, 2025 - Oct 14, 2025
-18.84%
Apr 4, 2022 - Jul 29, 2022
#14-10.33%
Mar 23, 2012 - Aug 23, 2012
-17.20%
Nov 2, 1999 - Nov 22, 1999
#15-9.71%
Jan 17, 2018 - Apr 19, 2018
-16.93%
Jun 8, 2021 - Nov 9, 2021

Correlation

Correlation between FERG and HEI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2000 - 2026)

FERG vs HEI dividend yield comparison.

YearFERGHEI
20261.14%0.04%
20251.12%0.07%
20241.84%0.09%
20231.57%0.11%
20222.76%0.12%
20212.34%0.12%
20202.33%0.12%
20192.43%0.12%
20183.75%0.14%
20173.52%0.08%
20161.11%0.22%
20150.00%0.28%
20141.44%0.73%
20133.34%0.83%
20123.47%7.84%
20110.00%0.18%
20100.00%0.21%
20090.00%0.27%
20080.00%0.26%
20070.00%0.15%
20060.00%0.21%
20050.00%0.19%
20040.00%0.22%
20030.00%0.27%
20020.00%0.47%
20010.00%0.30%
20000.00%0.26%

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