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FERG vs STT

Comparison between Ferguson Plc. (FERG, Company) and State Street Corp (STT, Company).

FERG is from the Industrials sector, while STT is from the Financial Services sector.

5-Year PerformanceSTT has outperformed FERG, delivering a return of +18.2% compared to +13.2%

FERG vs STT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FERG
$46B
STT
$45B
Max Drawdown
Winner
FERG
56.03%
STT
82.56%
Sharpe Ratio
FERG
0.35
Winner
STT
2.27
5Y Beta
Winner
FERG
1.02
STT
1.04
Industry
FERG
Industrial Distribution
STT
Asset Management
P/E Ratio
FERG
26.77
Winner
STT
14.83
Forward P/E
FERG
18.35
Winner
STT
13.76
PEG Ratio
FERG
1.49
Winner
STT
1.31
Dividend Yield
FERG
1.84%
Winner
STT
1.99%
5Y Dividends CAGR
FERG
-1.25%
Winner
STT
14.20%
5Y EPS CAGR
FERG
N/A
STT
10.73%
Debt to Equity
FERG
70.26%
Winner
STT
0.00%
Free Cash Flow Yield
Winner
FERG
5.07%
STT
-8.35%
P/S Ratio
Winner
FERG
1.40
STT
3.14
P/B Ratio
FERG
7.41
Winner
STT
1.87

FERG vs STT - Historical Returns

Returns include dividend reinvestment.

1M
FERG
+4.91%
Winner
STT
+12.06%
3M
FERG
+5.45%
Winner
STT
+43.41%
6M
FERG
+5.73%
Winner
STT
+36.48%
1Y
FERG
+12.23%
Winner
STT
+80.76%
5Y(CAGR)
FERG
+13.17%
Winner
STT
+18.18%
10Y(CAGR)
Winner
FERG
+19.37%
STT
+14.77%
Max(CAGR)
Winner
FERG
+17.72%
STT
+7.85%

FERG vs STT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFERGSTT
2026+5.17%+33.58%
2025+30.04%+34.77%
2024-6.46%+29.69%
2023+53.08%+2.42%
2022-27.90%-15.02%
2021+54.00%+32.02%
2020+34.00%-6.79%
2019+50.17%+27.59%
2018-14.61%-33.36%
2017+23.85%+25.36%
2016+10.45%+22.05%
2015-3.66%-13.71%
2014+6.98%+9.04%
2013+16.74%+54.30%
2012+63.25%+14.88%
2011-4.03%-13.83%
2010+47.62%+4.33%
2009N/A+6.04%
2008N/A-49.21%
2007N/A+20.72%
2006N/A+19.89%
2005N/A+15.49%
2004N/A-3.35%
2003N/A+29.77%
2002N/A-24.32%
2001N/A-12.89%
2000N/A+79.16%
1999N/A-2.78%

FERG vs STT Drawdown Comparison

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

The maximum drawdown for STT was -82.23%, occurring on Jan 20, 2009. Recovery took 1742 trading sessions.

The current FERG drawdown is -11.94%.

RankFERGSTT
#1-55.35%
Feb 13, 2020 - Aug 18, 2020
-82.23%
Jan 3, 2008 - Dec 3, 2014
#2-43.31%
Jan 3, 2022 - Dec 5, 2023
-59.60%
Jan 24, 2018 - Jan 7, 2022
#3-36.62%
Feb 8, 2011 - Feb 23, 2012
-51.72%
Nov 9, 2000 - Feb 22, 2006
#4-32.93%
Dec 4, 2024 - Jul 1, 2025
-41.42%
Jan 14, 2022 - Nov 6, 2024
#5-29.14%
Jul 14, 2015 - Oct 4, 2017
-36.14%
Jul 22, 2015 - Nov 15, 2016
#6-27.86%
Sep 27, 2018 - Oct 22, 2019
-25.68%
Jan 30, 2025 - Jun 24, 2025
#7-19.84%
Feb 23, 2010 - Oct 7, 2010
-24.72%
Feb 8, 2000 - Mar 16, 2000
#8-18.31%
Feb 11, 2026 - Apr 30, 2026
-18.74%
Oct 2, 2000 - Nov 9, 2000
#9-17.51%
Apr 30, 2026 - May 18, 2026
-17.88%
Apr 3, 2000 - May 8, 2000
#10-16.64%
Apr 5, 2024 - Dec 4, 2024
-17.46%
Aug 8, 2007 - Oct 16, 2007
#11-14.90%
Mar 5, 2014 - Jan 21, 2015
-17.04%
May 8, 2006 - Dec 14, 2006
#12-12.40%
Nov 11, 2025 - Jan 23, 2026
-16.18%
May 23, 2000 - Sep 6, 2000
#13-11.22%
Sep 5, 2025 - Oct 14, 2025
-15.76%
Nov 16, 1999 - Jan 14, 2000
#14-10.33%
Mar 23, 2012 - Aug 23, 2012
-13.57%
Jan 17, 2007 - Jul 17, 2007
#15-9.71%
Jan 17, 2018 - Apr 19, 2018
-11.79%
Jan 15, 2026 - Apr 8, 2026

Correlation

Correlation between FERG and STT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

FERG vs STT dividend yield comparison.

YearFERGSTT
20261.14%0.98%
20251.12%2.42%
20241.84%2.18%
20231.57%3.41%
20222.76%3.09%
20212.34%2.34%
20202.33%2.86%
20192.43%2.50%
20183.75%2.82%
20173.52%1.64%
20161.11%1.85%
20150.00%1.99%
20141.44%1.48%
20133.34%1.42%
20123.47%2.04%
20110.00%1.79%
20100.00%0.09%
20090.00%0.09%
20080.00%2.42%
20070.00%1.08%
20060.00%1.19%
20050.00%1.30%
20040.00%1.30%
20030.00%1.08%
20020.00%1.23%
20010.00%0.78%
20000.00%0.56%
19990.00%0.22%

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