FERG.L vs. PUK
FERG.L (Ferguson plc) and PUK (Prudential plc) are both stocks. FERG.L operates in Industrial Distribution (Industrials), while PUK operates in Insurance - Life (Financial Services). Over the past 10 years, FERG.L returned 19.30%/yr vs 0.91%/yr for PUK. At a 0.35 correlation, their price movements are largely independent.
Performance
FERG.L vs. PUK - Performance Comparison
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Different Trading Currencies
FERG.L is traded in GBp, while PUK is traded in USD. To make them comparable, the PUK 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 higher than PUK's -16.17% return. Over the past 10 years, FERG.L has outperformed PUK with an annualized return of 19.30%, while PUK has yielded a comparatively lower 0.91% 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%
PUK
- 1D
- -1.76%
- 1M
- -19.74%
- YTD
- -16.17%
- 6M
- -11.03%
- 1Y
- 12.62%
- 3Y*
- -4.03%
- 5Y*
- -5.63%
- 10Y*
- 0.91%
FERG.L vs. PUK - 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% |
PUK Prudential plc | -16.17% | 85.14% | -26.08% | -21.18% | -9.50% | 0.90% | -3.49% | 23.08% | -24.20% | 19.78% |
Correlation
The correlation between FERG.L and PUK is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jul 4, 2007 | 0.35 |
The correlation between FERG.L and PUK shifts across timeframes, from 0.19 (3 years) to 0.35 (all time), reflecting how their relationship changes across market environments.
Fundamentals
FERG.L:
£33.00B
PUK:
$32.88B
FERG.L:
£10.56
PUK:
$4.25
FERG.L:
16.04
PUK:
5.99
FERG.L:
1.45
PUK:
0.14
FERG.L:
1.05
PUK:
0.98
FERG.L:
5.63
PUK:
2.20
FERG.L:
£31.60B
PUK:
$33.63B
FERG.L:
£9.61B
PUK:
$20.95B
FERG.L:
£3.07B
PUK:
$15.89B
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Return for Risk
FERG.L vs. PUK — Risk / Return Rank
FERG.L
PUK
FERG.L vs. PUK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ferguson plc (FERG.L) and Prudential plc (PUK). 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 | PUK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.11 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.60 | -0.03 |
| Martin ratioReturn relative to average drawdown | 1.29 | 2.30 | -1.01 |
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 | PUK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.49 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | -0.18 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.03 | +0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.13 | +0.07 |
Drawdowns
FERG.L vs. PUK - Drawdown Comparison
The maximum FERG.L drawdown since its inception was -93.08%, which is greater than PUK's maximum drawdown of -73.67%. Use the drawdown chart below to compare losses from any high point for FERG.L and PUK.
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Drawdown Indicators
| FERG.L | PUK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.08% | -73.67% | -19.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.14% | -21.30% | +5.16% |
Max Drawdown (3Y)Largest decline over 3 years | -32.85% | -46.35% | +13.50% |
Max Drawdown (5Y)Largest decline over 5 years | -34.38% | -59.38% | +25.00% |
Max Drawdown (10Y)Largest decline over 10 years | -46.25% | -59.38% | +13.13% |
Current DrawdownCurrent decline from peak | -13.33% | -32.60% | +19.27% |
Average DrawdownAverage peak-to-trough decline | -41.75% | -19.19% | -22.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.06% | 5.51% | +1.55% |
Volatility
FERG.L vs. PUK - Volatility Comparison
The current volatility for Ferguson plc (FERG.L) is 7.36%, while Prudential plc (PUK) has a volatility of 11.01%. This indicates that FERG.L experiences smaller price fluctuations and is considered to be less risky than PUK 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 | PUK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.36% | 11.01% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 18.61% | 21.44% | -2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.97% | 25.70% | -0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.37% | 32.09% | -5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.84% | 34.22% | -7.38% |
Dividends
FERG.L vs. PUK - Dividend Comparison
FERG.L's dividend yield for the trailing twelve months is around 1.90%, less than PUK's 2.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PUK Prudential plc | 2.09% | 1.54% | 2.64% | 1.72% | 1.28% | 4.60% | 1.70% | 17.06% | 3.71% | 2.33% | 3.50% | 2.62% |
Financials
FERG.L vs. PUK - Financials Comparison
This section allows you to compare key financial metrics between Ferguson plc and Prudential plc. 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. PUK - 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%.
PUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Prudential plc reported a gross profit of 11.35B and revenue of 11.35B. Therefore, the gross margin over that period was 100.0%.
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%.
PUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Prudential plc reported an operating income of 2.39B and revenue of 11.35B, resulting in an operating margin of 21.1%.
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%.
PUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Prudential plc reported a net income of 1.99B and revenue of 11.35B, resulting in a net margin of 17.6%.
Frequently Asked Questions
FERG.L and PUK have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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