HUM vs FERG

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

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

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

HUM vs FERG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

HUM

$44B

FERG

$44B

Max Drawdown

HUM

78.42%

Winner

FERG

56.03%

Sharpe Ratio

Winner

HUM

0.88

FERG

0.20

5Y Beta

Winner

HUM

0.45

FERG

0.99

Industry

HUM

Healthcare Plans

FERG

Industrial Distribution

P/E Ratio

Winner

HUM

13.91

FERG

25.53

Forward P/E

HUM

40.16

Winner

FERG

18.08

PEG Ratio

Winner

HUM

0.82

FERG

1.42

Dividend Yield

HUM

0.97%

Winner

FERG

1.85%

5Y Dividends CAGR

Winner

HUM

11.44%

FERG

-1.25%

5Y EPS CAGR

HUM

8.85%

FERG

N/A

Debt to Equity

HUM

75.31%

Winner

FERG

70.26%

Free Cash Flow Yield

HUM

2.89%

Winner

FERG

5.32%

P/S Ratio

Winner

HUM

0.34

FERG

1.41

P/B Ratio

Winner

HUM

2.51

FERG

7.66

HUM vs FERG - Historical Returns

Returns include dividend reinvestment.

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

HUM

-5.61%

Winner

FERG

+8.62%

Winner

HUM

+57.74%

FERG

-3.73%

Winner

HUM

+95.49%

FERG

-2.18%

Winner

HUM

+53.60%

FERG

+12.72%

5Y(CAGR)

HUM

-1.54%

Winner

FERG

+14.40%

10Y(CAGR)

HUM

+8.92%

Winner

FERG

+18.85%

Max(CAGR)

HUM

+16.37%

Winner

FERG

+18.01%

HUM vs FERG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

HUM vs FERG Drawdown Comparison

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

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

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

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

Correlation

Correlation between HUM and FERG 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)

HUM vs FERG dividend yield comparison.

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