Correlation
The correlation between FERG and COST is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FERG vs. COST
Compare and contrast key facts about Ferguson plc (FERG) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FERG or COST.
Performance
FERG vs. COST - Performance Comparison
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Key characteristics
FERG:
-0.30
COST:
1.29
FERG:
-0.22
COST:
1.81
FERG:
0.97
COST:
1.24
FERG:
-0.29
COST:
1.65
FERG:
-0.59
COST:
4.74
FERG:
16.22%
COST:
6.04%
FERG:
32.24%
COST:
22.13%
FERG:
-55.35%
COST:
-53.39%
FERG:
-17.37%
COST:
-3.28%
Fundamentals
FERG:
$36.59B
COST:
$461.34B
FERG:
$8.13
COST:
$17.16
FERG:
22.43
COST:
60.62
FERG:
1.43
COST:
5.51
FERG:
1.22
COST:
1.75
FERG:
6.67
COST:
18.04
FERG:
$22.59B
COST:
$205.57B
FERG:
$6.84B
COST:
$27.77B
FERG:
$2.16B
COST:
$8.41B
Returns By Period
In the year-to-date period, FERG achieves a 5.59% return, which is significantly lower than COST's 13.80% return. Over the past 10 years, FERG has underperformed COST with an annualized return of 14.43%, while COST has yielded a comparatively higher 24.24% annualized return.
FERG
5.59%
5.85%
-14.72%
-9.80%
17.59%
21.08%
14.43%
COST
13.80%
3.16%
7.29%
29.10%
32.50%
29.64%
24.24%
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Risk-Adjusted Performance
FERG vs. COST — Risk-Adjusted Performance Rank
FERG
COST
FERG vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ferguson plc (FERG) and Costco Wholesale Corporation (COST). 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.
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Dividends
FERG vs. COST - Dividend Comparison
FERG's dividend yield for the trailing twelve months is around 1.78%, more than COST's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FERG Ferguson plc | 1.78% | 1.84% | 1.57% | 2.76% | 2.34% | 2.33% | 2.27% | 9.77% | 1.99% | 2.15% | 2.77% | 2.59% |
COST Costco Wholesale Corporation | 0.46% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
FERG vs. COST - Drawdown Comparison
The maximum FERG drawdown since its inception was -55.35%, roughly equal to the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for FERG and COST.
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Volatility
FERG vs. COST - Volatility Comparison
Ferguson plc (FERG) has a higher volatility of 7.03% compared to Costco Wholesale Corporation (COST) at 5.12%. This indicates that FERG's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
FERG vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Ferguson plc and Costco Wholesale Corporation. 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 vs. COST - Profitability Comparison
FERG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Ferguson plc reported a gross profit of 2.04B and revenue of 6.87B. Therefore, the gross margin over that period was 29.7%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
FERG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Ferguson plc reported an operating income of 410.00M and revenue of 6.87B, resulting in an operating margin of 6.0%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
FERG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Ferguson plc reported a net income of 276.00M and revenue of 6.87B, resulting in a net margin of 4.0%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.