FERG vs. PCAR
Compare and contrast key facts about Ferguson plc (FERG) and PACCAR Inc (PCAR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FERG or PCAR.
Key characteristics
| FERG | PCAR | |
|---|---|---|
| YTD Return | 8.70% | 18.14% |
| 1Y Return | 34.42% | 39.12% |
| 3Y Return (Ann) | 12.46% | 30.01% |
| 5Y Return (Ann) | 26.39% | 20.80% |
| 10Y Return (Ann) | 33.08% | 14.14% |
| Sharpe Ratio | 1.32 | 1.50 |
| Sortino Ratio | 1.81 | 1.98 |
| Omega Ratio | 1.24 | 1.30 |
| Calmar Ratio | 2.08 | 1.46 |
| Martin Ratio | 4.74 | 2.85 |
| Ulcer Index | 7.33% | 13.36% |
| Daily Std Dev | 26.37% | 25.36% |
| Max Drawdown | -55.35% | -66.16% |
| Current Drawdown | -6.60% | -7.54% |
Fundamentals
| FERG | PCAR | |
|---|---|---|
| Market Cap | $42.31B | $59.97B |
| EPS | $8.40 | $9.07 |
| PE Ratio | 24.70 | 12.61 |
| PEG Ratio | 1.86 | 1.18 |
| Total Revenue (TTM) | $21.93B | $34.83B |
| Gross Profit (TTM) | $6.64B | $6.74B |
| EBITDA (TTM) | $2.18B | $6.28B |
Correlation
The correlation between FERG and PCAR is 0.22, 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.
Performance
FERG vs. PCAR - Performance Comparison
In the year-to-date period, FERG achieves a 8.70% return, which is significantly lower than PCAR's 18.14% return. Over the past 10 years, FERG has outperformed PCAR with an annualized return of 33.08%, while PCAR has yielded a comparatively lower 14.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FERG vs. PCAR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ferguson plc (FERG) and PACCAR Inc (PCAR). 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.
Dividends
FERG vs. PCAR - Dividend Comparison
FERG's dividend yield for the trailing twelve months is around 1.52%, less than PCAR's 3.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FERG Ferguson plc | 1.52% | 1.57% | 2.76% | 2.34% | 2.33% | 2.27% | 9.77% | 1.99% | 2.15% | 2.77% | 2.59% | 5.04% |
PCAR PACCAR Inc | 3.79% | 4.34% | 4.23% | 3.22% | 2.29% | 4.53% | 5.41% | 3.08% | 2.44% | 4.89% | 2.73% | 2.87% |
Drawdowns
FERG vs. PCAR - Drawdown Comparison
The maximum FERG drawdown since its inception was -55.35%, smaller than the maximum PCAR drawdown of -66.16%. Use the drawdown chart below to compare losses from any high point for FERG and PCAR. For additional features, visit the drawdowns tool.
Volatility
FERG vs. PCAR - Volatility Comparison
The current volatility for Ferguson plc (FERG) is 6.85%, while PACCAR Inc (PCAR) has a volatility of 11.02%. This indicates that FERG experiences smaller price fluctuations and is considered to be less risky than PCAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FERG vs. PCAR - Financials Comparison
This section allows you to compare key financial metrics between Ferguson plc and PACCAR Inc. 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