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FERG vs VTR

Comparison between Ferguson Plc. (FERG, Company) and Ventas Inc (VTR, Company).

FERG is from the Industrials sector, while VTR is from the Real Estate sector.

5-Year PerformanceVTR has outperformed FERG, delivering a return of +13.8% compared to +12.2%

FERG vs VTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
FERG
$45B
Winner
VTR
$45B
Max Drawdown
Winner
FERG
56.03%
VTR
79.54%
Sharpe Ratio
FERG
0.13
Winner
VTR
1.99
5Y Beta
FERG
1.01
Winner
VTR
0.16
Industry
FERG
Industrial Distribution
VTR
Reit - Healthcare Facilities
P/E Ratio
Winner
FERG
26.01
VTR
159.44
Forward P/E
Winner
FERG
18.59
VTR
158.73
PEG Ratio
Winner
FERG
1.45
VTR
2.32
Dividend Yield
FERG
1.81%
Winner
VTR
2.04%
5Y Dividends CAGR
FERG
-1.25%
Winner
VTR
1.97%
5Y EPS CAGR
FERG
N/A
VTR
-12.40%
Debt to Equity
FERG
70.26%
Winner
VTR
0.00%
Free Cash Flow Yield
Winner
FERG
5.22%
VTR
3.83%
P/S Ratio
Winner
FERG
1.44
VTR
7.56
P/B Ratio
FERG
7.75
Winner
VTR
3.42

FERG vs VTR - Historical Returns

Returns include dividend reinvestment.

1M
FERG
-4.61%
Winner
VTR
+18.25%
3M
FERG
-13.60%
Winner
VTR
+19.59%
6M
FERG
-8.51%
Winner
VTR
+27.05%
1Y
FERG
+4.50%
Winner
VTR
+50.68%
5Y(CAGR)
FERG
+12.23%
Winner
VTR
+13.81%
10Y(CAGR)
Winner
FERG
+17.91%
VTR
+7.33%
Max(CAGR)
FERG
+17.35%
Winner
VTR
+18.39%

FERG vs VTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFERGVTR
2026+1.38%+27.78%
2025+30.04%+37.23%
2024-6.46%+20.45%
2023+53.08%+14.27%
2022-27.90%-9.97%
2021+54.00%+12.72%
2020+34.00%-7.55%
2019+50.17%+6.46%
2018-14.61%+3.84%
2017+23.85%+1.31%
2016+10.45%+15.51%
2015-3.66%-7.59%
2014+6.98%+31.98%
2013+16.74%-8.26%
2012+63.25%+21.30%
2011-4.03%+7.02%
2010+47.62%+26.54%
2009N/A+46.10%
2008N/A-20.28%
2007N/A+13.16%
2006N/A+34.99%
2005N/A+24.19%
2004N/A+29.52%
2003N/A+106.66%
2002N/A+4.13%
2001N/A+118.55%
2000N/A+66.92%
1999N/A-19.28%

FERG vs VTR Drawdown Comparison

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

The maximum drawdown for VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.

The current FERG drawdown is -15.11%.

RankFERGVTR
#1-55.35%
Feb 13, 2020 - Aug 18, 2020
-76.93%
Oct 4, 2019 - Aug 28, 2024
#2-43.31%
Jan 3, 2022 - Dec 5, 2023
-64.16%
Sep 19, 2008 - Mar 16, 2010
#3-36.62%
Feb 8, 2011 - Feb 23, 2012
-45.78%
Nov 1, 1999 - Aug 1, 2000
#4-32.93%
Dec 4, 2024 - Jul 1, 2025
-33.09%
Aug 1, 2016 - Jun 14, 2019
#5-29.14%
Jul 14, 2015 - Oct 4, 2017
-32.37%
Feb 7, 2007 - Dec 6, 2007
#6-27.86%
Sep 27, 2018 - Oct 22, 2019
-31.13%
May 21, 2013 - Jan 12, 2015
#7-19.84%
Feb 23, 2010 - Oct 7, 2010
-28.37%
Jan 29, 2015 - May 10, 2016
#8-18.31%
Feb 11, 2026 - Apr 30, 2026
-26.13%
Oct 1, 2002 - May 5, 2003
#9-17.51%
Apr 30, 2026 - May 18, 2026
-23.74%
Apr 2, 2004 - Aug 31, 2004
#10-16.64%
Apr 5, 2024 - Dec 4, 2024
-21.52%
Apr 28, 2011 - Oct 28, 2011
#11-14.90%
Mar 5, 2014 - Jan 21, 2015
-19.49%
Apr 25, 2008 - Sep 18, 2008
#12-12.40%
Nov 11, 2025 - Jan 23, 2026
-17.32%
Aug 21, 2001 - Oct 5, 2001
#13-11.22%
Sep 5, 2025 - Oct 14, 2025
-15.30%
Aug 1, 2000 - Sep 8, 2000
#14-10.33%
Mar 23, 2012 - Aug 23, 2012
-14.22%
Nov 15, 2004 - May 31, 2005
#15-9.71%
Jan 17, 2018 - Apr 19, 2018
-14.04%
Dec 10, 2007 - Mar 20, 2008

Correlation

Correlation between FERG and VTR is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2000 - 2026)

FERG vs VTR dividend yield comparison.

YearFERGVTR
20261.18%1.07%
20251.12%2.48%
20241.84%3.06%
20231.57%3.61%
20222.76%4.00%
20212.34%3.52%
20202.33%4.37%
20192.43%5.49%
20183.75%5.40%
20173.52%5.19%
20161.11%4.74%
20150.00%20.47%
20141.44%4.14%
20133.34%4.77%
20123.47%3.83%
20110.00%4.17%
20100.00%4.08%
20090.00%4.69%
20080.00%6.11%
20070.00%4.20%
20060.00%3.73%
20050.00%4.50%
20040.00%4.74%
20030.00%4.86%
20020.00%8.30%
20010.00%9.91%
20000.00%16.18%

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