FERG vs HUM

Comparison between Ferguson Plc. (FERG, Company) and Humana Inc (HUM, Company).

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

5-Year PerformanceFERG has outperformed HUM, delivering a return of +14.4% compared to -1.5%

FERG vs HUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FERG(COMPANY)	HUM(COMPANY)
Market Cap	$44B	$44B
Max Drawdown	56.03%	78.42%
Sharpe Ratio	0.20	0.88
5Y Beta	0.99	0.45
Industry	Industrial Distribution	Healthcare Plans
P/E Ratio	25.53	13.91
Forward P/E	18.08	40.16
PEG Ratio	1.42	0.82
Dividend Yield	1.85%	0.97%
5Y Dividends CAGR	-1.25%	11.44%
5Y EPS CAGR	N/A	8.85%
Debt to Equity	70.26%	75.31%
Free Cash Flow Yield	5.32%	2.89%
P/S Ratio	1.41	0.34
P/B Ratio	7.66	2.51

Market Cap

FERG

$44B

Winner

HUM

$44B

Max Drawdown

Winner

FERG

56.03%

HUM

78.42%

Sharpe Ratio

FERG

0.20

Winner

HUM

0.88

5Y Beta

FERG

0.99

Winner

HUM

0.45

Industry

FERG

Industrial Distribution

HUM

Healthcare Plans

P/E Ratio

FERG

25.53

Winner

HUM

13.91

Forward P/E

Winner

FERG

18.08

HUM

40.16

PEG Ratio

FERG

1.42

Winner

HUM

0.82

Dividend Yield

Winner

FERG

1.85%

HUM

0.97%

5Y Dividends CAGR

FERG

-1.25%

Winner

HUM

11.44%

5Y EPS CAGR

FERG

N/A

HUM

8.85%

Debt to Equity

Winner

FERG

70.26%

HUM

75.31%

Free Cash Flow Yield

Winner

FERG

5.32%

HUM

2.89%

P/S Ratio

FERG

1.41

Winner

HUM

0.34

P/B Ratio

FERG

7.66

Winner

HUM

2.51

FERG vs HUM - Historical Returns

Returns include dividend reinvestment.

Period	FERG	HUM
1 month	+8.62%	-5.61%
3 months	-3.73%	+57.74%
6 months	-2.18%	+95.49%
1 year	+12.72%	+53.60%
5 years(CAGR)	+14.40%	-1.54%
10 years(CAGR)	+18.85%	+8.92%
Max(CAGR)	+18.01%	+16.37%

Winner

FERG

+8.62%

HUM

-5.61%

FERG

-3.73%

Winner

HUM

+57.74%

FERG

-2.18%

Winner

HUM

+95.49%

FERG

+12.72%

Winner

HUM

+53.60%

5Y(CAGR)

Winner

FERG

+14.40%

HUM

-1.54%

10Y(CAGR)

Winner

FERG

+18.85%

HUM

+8.92%

Max(CAGR)

Winner

FERG

+18.01%

HUM

+16.37%

FERG vs HUM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FERG	HUM
2026	+12.01%	+42.67%
2025	+30.04%	+2.79%
2024	-6.46%	-45.42%
2023	+53.08%	-7.84%
2022	-27.90%	+10.77%
2021	+54.00%	+13.27%
2020	+34.00%	+13.71%
2019	+50.17%	+31.18%
2018	-14.61%	+14.62%
2017	+23.85%	+26.58%
2016	+10.45%	+14.05%
2015	-3.66%	+25.64%
2014	+6.98%	+40.88%
2013	+16.74%	+52.73%
2012	+63.25%	-21.24%
2011	-4.03%	+60.46%
2010	+47.62%	+19.83%
2009	N/A	+17.76%
2008	N/A	-52.28%
2007	N/A	+34.43%
2006	N/A	-0.84%
2005	N/A	+86.32%
2004	N/A	+29.48%
2003	N/A	+121.63%
2002	N/A	-13.04%
2001	N/A	-21.08%
2000	N/A	+101.64%
1999	N/A	+10.08%

FERG vs HUM Drawdown Comparison

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

The maximum drawdown for HUM was -78.42%, occurring on Mar 5, 2009. Recovery took 961 trading sessions.

The current FERG drawdown is -6.21%. The current HUM drawdown is -30.65%.

Rank	FERG	HUM
#1	-55.35% Feb 13, 2020 - Aug 18, 2020	-78.42% Jan 14, 2008 - Nov 3, 2011
#2	-43.31% Jan 3, 2022 - Dec 5, 2023	-69.92% Nov 3, 2022 - Mar 12, 2026
#3	-36.62% Feb 8, 2011 - Feb 23, 2012	-49.21% Jun 19, 2002 - Jul 28, 2003
#4	-32.93% Dec 4, 2024 - Jul 1, 2025	-48.65% Jan 13, 2000 - Sep 15, 2000
#5	-29.14% Jul 14, 2015 - Oct 4, 2017	-44.21% Dec 28, 2000 - Apr 18, 2002
#6	-27.86% Sep 27, 2018 - Oct 22, 2019	-43.60% Feb 13, 2020 - Apr 30, 2020
#7	-19.84% Feb 23, 2010 - Oct 7, 2010	-35.10% Jan 17, 2012 - Aug 8, 2013
#8	-18.31% Feb 11, 2026 - Apr 30, 2026	-34.96% Jan 26, 2004 - Nov 24, 2004
#9	-17.51% Apr 30, 2026 - May 18, 2026	-33.95% Nov 7, 2018 - Dec 13, 2019
#10	-16.64% Apr 5, 2024 - Dec 4, 2024	-28.07% Jun 1, 2015 - Dec 1, 2016
#11	-14.90% Mar 5, 2014 - Jan 21, 2015	-27.60% Jan 5, 2006 - Aug 2, 2006
#12	-12.40% Nov 11, 2025 - Jan 23, 2026	-24.08% Oct 4, 2006 - Jul 18, 2007
#13	-11.22% Sep 5, 2025 - Oct 14, 2025	-22.68% Jul 23, 2021 - Jun 29, 2022
#14	-10.33% Mar 23, 2012 - Aug 23, 2012	-20.60% Nov 17, 2000 - Dec 26, 2000
#15	-9.71% Jan 17, 2018 - Apr 19, 2018	-18.18% Nov 22, 1999 - Jan 7, 2000

Correlation

Correlation between FERG and HUM is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2011 - 2026)

FERG vs HUM dividend yield comparison.

Year	FERG	HUM
2026	1.07%	0.47%
2025	1.12%	1.38%
2024	1.84%	1.40%
2023	1.57%	0.77%
2022	2.76%	0.62%
2021	2.34%	0.60%
2020	2.33%	0.61%
2019	2.43%	0.60%
2018	3.75%	0.70%
2017	3.52%	0.76%
2016	1.11%	0.43%
2015	0.00%	0.64%
2014	1.44%	0.77%
2013	3.34%	1.04%
2012	3.47%	1.50%
2011	0.00%	0.86%