FERG vs IX
Comparison between Ferguson Plc. (FERG, Company) and Orix Corporation (IX, Company).
FERG is from the Industrials sector, while IX is from the Financial Services sector.
5-Year PerformanceIX has outperformed FERG, delivering a return of +19.0% compared to +12.6%
FERG vs IX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FERG vs IX - Historical Returns
Returns include dividend reinvestment.
FERG vs IX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FERG | IX |
|---|---|---|
| 2026 | +2.78% | +28.45% |
| 2025 | +30.04% | +43.71% |
| 2024 | -6.46% | +18.94% |
| 2023 | +53.08% | +19.23% |
| 2022 | -27.90% | -19.73% |
| 2021 | +54.00% | +34.13% |
| 2020 | +34.00% | -5.55% |
| 2019 | +50.17% | +14.76% |
| 2018 | -14.61% | -16.02% |
| 2017 | +23.85% | +9.60% |
| 2016 | +10.45% | +14.83% |
| 2015 | -3.66% | +11.37% |
| 2014 | +6.98% | -27.49% |
| 2013 | +16.74% | +53.29% |
| 2012 | +63.25% | +35.53% |
| 2011 | -4.03% | -16.25% |
| 2010 | +47.62% | +41.30% |
| 2009 | N/A | +20.49% |
| 2008 | N/A | -65.61% |
| 2007 | N/A | -41.90% |
| 2006 | N/A | +11.34% |
| 2005 | N/A | +87.14% |
| 2004 | N/A | +63.85% |
| 2003 | N/A | +26.81% |
| 2002 | N/A | -27.50% |
| 2001 | N/A | -9.93% |
| 2000 | N/A | -57.65% |
| 1999 | N/A | +68.00% |
FERG vs IX Drawdown Comparison
The maximum drawdown for FERG was -55.35%, occurring on Mar 23, 2020. Recovery took 129 trading sessions.
The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.
The current FERG drawdown is -13.94%. The current IX drawdown is -5.11%.
| Rank | FERG | IX |
|---|---|---|
| #1 | -55.35% Feb 13, 2020 - Aug 18, 2020 | -93.82% Apr 4, 2006 - Aug 7, 2025 |
| #2 | -43.31% Jan 3, 2022 - Dec 5, 2023 | -83.18% Dec 29, 1999 - Dec 14, 2005 |
| #3 | -36.62% Feb 8, 2011 - Feb 23, 2012 | -20.33% Feb 12, 2026 - May 11, 2026 |
| #4 | -32.93% Dec 4, 2024 - Jul 1, 2025 | -15.58% Jan 9, 2006 - Mar 13, 2006 |
| #5 | -29.14% Jul 14, 2015 - Oct 4, 2017 | -10.33% Nov 5, 1999 - Dec 1, 1999 |
| #6 | -27.86% Sep 27, 2018 - Oct 22, 2019 | -8.44% Sep 16, 2025 - Nov 12, 2025 |
| #7 | -19.84% Feb 23, 2010 - Oct 7, 2010 | -8.40% Dec 6, 1999 - Dec 17, 1999 |
| #8 | -18.31% Feb 11, 2026 - Apr 30, 2026 | -5.29% Mar 14, 2006 - Mar 20, 2006 |
| #9 | -17.51% Apr 30, 2026 - May 18, 2026 | -5.11% May 26, 2026 - Jun 5, 2026 |
| #10 | -16.64% Apr 5, 2024 - Dec 4, 2024 | -4.83% Nov 12, 2025 - Nov 25, 2025 |
| #11 | -14.90% Mar 5, 2014 - Jan 21, 2015 | -3.45% May 13, 2026 - May 20, 2026 |
| #12 | -12.40% Nov 11, 2025 - Jan 23, 2026 | -3.38% Dec 17, 1999 - Dec 22, 1999 |
| #13 | -11.22% Sep 5, 2025 - Oct 14, 2025 | -3.17% Dec 15, 2025 - Dec 23, 2025 |
| #14 | -10.33% Mar 23, 2012 - Aug 23, 2012 | -2.97% Dec 23, 2005 - Jan 3, 2006 |
| #15 | -9.71% Jan 17, 2018 - Apr 19, 2018 | -2.76% Jan 12, 2026 - Feb 3, 2026 |
Correlation
Correlation between FERG and IX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
FERG vs IX dividend yield comparison.
| Year | FERG | IX |
|---|---|---|
| 2026 | 1.16% | 0.00% |
| 2025 | 1.12% | 3.43% |
| 2024 | 1.84% | 3.63% |
| 2023 | 1.57% | 3.22% |
| 2022 | 2.76% | 1.94% |
| 2021 | 2.34% | 0.00% |
| 2020 | 2.33% | 2.17% |
| 2019 | 2.43% | 0.00% |
| 2018 | 3.75% | 0.00% |
| 2017 | 3.52% | 1.41% |
| 2016 | 1.11% | 2.40% |
| 2014 | 1.44% | 1.60% |
| 2013 | 3.34% | 0.67% |
| 2012 | 3.47% | 0.94% |
| 2011 | 0.00% | 1.11% |
| 2010 | 0.00% | 0.77% |
| 2009 | 0.00% | 0.97% |
| 2008 | 0.00% | 4.26% |
| 2006 | 0.00% | 0.12% |
| 2005 | 0.00% | 0.09% |
| 2004 | 0.00% | 0.16% |
| 2003 | 0.00% | 0.16% |
| 2002 | 0.00% | 0.18% |
| 2001 | 0.00% | 0.14% |
| 2000 | 0.00% | 0.11% |
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