FERG.L vs. BP
FERG.L (Ferguson plc) and BP (BP p.l.c.) are both stocks. FERG.L operates in Industrial Distribution (Industrials), while BP operates in Oil & Gas Integrated (Energy). Over the past 10 years, FERG.L returned 19.30%/yr vs 9.61%/yr for BP. At a 0.19 correlation, their price movements are largely independent.
Performance
FERG.L vs. BP - Performance Comparison
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Different Trading Currencies
FERG.L is traded in GBp, while BP is traded in USD. To make them comparable, the BP values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, FERG.L achieves a 2.75% return, which is significantly lower than BP's 28.04% return. Over the past 10 years, FERG.L has outperformed BP with an annualized return of 19.30%, while BP has yielded a comparatively lower 9.61% annualized return.
FERG.L
- 1D
- -0.76%
- 1M
- -9.50%
- YTD
- 2.75%
- 6M
- -8.91%
- 1Y
- 9.40%
- 3Y*
- 14.88%
- 5Y*
- 13.75%
- 10Y*
- 19.30%
BP
- 1D
- -1.82%
- 1M
- -0.77%
- YTD
- 28.04%
- 6M
- 22.79%
- 1Y
- 58.62%
- 3Y*
- 10.02%
- 5Y*
- 16.37%
- 10Y*
- 9.61%
FERG.L vs. BP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FERG.L Ferguson plc | 2.75% | 21.48% | -6.33% | 47.31% | -18.06% | 52.40% | 34.01% | 40.23% | -3.68% | 9.76% |
BP BP p.l.c. | 28.04% | 15.67% | -10.30% | 0.70% | 53.30% | 37.67% | -43.03% | 1.80% | 1.09% | 9.64% |
Correlation
The correlation between FERG.L and BP is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jul 4, 2007 | 0.19 |
The correlation between FERG.L and BP shifts across timeframes, from -0.06 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
Fundamentals
FERG.L:
£33.00B
BP:
$112.17B
FERG.L:
£10.56
BP:
$1.23
FERG.L:
16.04
BP:
35.02
FERG.L:
1.45
BP:
3.42
FERG.L:
1.05
BP:
0.58
FERG.L:
5.63
BP:
2.00
FERG.L:
£31.60B
BP:
$194.60B
FERG.L:
£9.61B
BP:
$37.65B
FERG.L:
£3.07B
BP:
$35.67B
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Return for Risk
FERG.L vs. BP — Risk / Return Rank
FERG.L
BP
FERG.L vs. BP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ferguson plc (FERG.L) and BP p.l.c. (BP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FERG.L | BP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.35 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.56 | 4.57 | -4.01 |
| Martin ratioReturn relative to average drawdown | 1.29 | 12.63 | -11.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FERG.L | BP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 2.15 | -1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.60 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.32 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.16 | +0.03 |
Drawdowns
FERG.L vs. BP - Drawdown Comparison
The maximum FERG.L drawdown since its inception was -93.08%, which is greater than BP's maximum drawdown of -63.91%. Use the drawdown chart below to compare losses from any high point for FERG.L and BP.
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Drawdown Indicators
| FERG.L | BP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.08% | -63.91% | -29.17% |
Max Drawdown (1Y)Largest decline over 1 year | -16.14% | -12.89% | -3.25% |
Max Drawdown (3Y)Largest decline over 3 years | -32.85% | -34.61% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -34.61% | +0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -46.25% | -63.91% | +17.66% |
Current DrawdownCurrent decline from peak | -13.33% | -9.28% | -4.05% |
Average DrawdownAverage peak-to-trough decline | -41.75% | -18.37% | -23.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.06% | 4.66% | +2.40% |
Volatility
FERG.L vs. BP - Volatility Comparison
The current volatility for Ferguson plc (FERG.L) is 7.36%, while BP p.l.c. (BP) has a volatility of 8.25%. This indicates that FERG.L experiences smaller price fluctuations and is considered to be less risky than BP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FERG.L | BP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.36% | 8.25% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 18.61% | 22.47% | -3.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.97% | 27.44% | -2.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.37% | 27.61% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.84% | 30.52% | -3.68% |
Dividends
FERG.L vs. BP - Dividend Comparison
FERG.L's dividend yield for the trailing twelve months is around 1.90%, less than BP's 4.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BP BP p.l.c. | 4.65% | 5.64% | 6.20% | 4.71% | 3.94% | 4.83% | 9.21% | 6.52% | 6.41% | 5.66% | 6.37% | 7.63% |
FERG.L Ferguson plc | 1.90% | 1.52% | 1.81% | 1.58% | 2.73% | 2.33% | 2.50% | 2.34% | 8.57% | 2.06% | 2.02% | 2.46% |
Financials
FERG.L vs. BP - Financials Comparison
This section allows you to compare key financial metrics between Ferguson plc and BP p.l.c.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FERG.L vs. BP - Profitability Comparison
FERG.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ferguson plc reported a gross profit of 2.22B and revenue of 7.45B. Therefore, the gross margin over that period was 29.7%.
BP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BP p.l.c. reported a gross profit of 12.56B and revenue of 52.17B. Therefore, the gross margin over that period was 24.1%.
FERG.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ferguson plc reported an operating income of 612.43M and revenue of 7.45B, resulting in an operating margin of 8.2%.
BP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BP p.l.c. reported an operating income of 9.20B and revenue of 52.17B, resulting in an operating margin of 17.6%.
FERG.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ferguson plc reported a net income of 412.94M and revenue of 7.45B, resulting in a net margin of 5.5%.
BP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BP p.l.c. reported a net income of 3.84B and revenue of 52.17B, resulting in a net margin of 7.4%.
Frequently Asked Questions
FERG.L and BP have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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