FERG vs. LII: Ferguson Enterprises vs. Lennox Stock Comparison

November 11, 2026

How do Ferguson Enterprises (FERG) and Lennox (LII) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Ferguson Enterprises (FERG) and Lennox (LII) both fall under the Capital Goods industry group, but FERG is classified in Trading Companies & Distributors while LII is classified in Building Products.

Company profile comparison for Ferguson Enterprises (FERG) and Lennox (LII)
Profile Item	FERG	LII
Name	Ferguson Enterprises Inc.	Lennox International Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Building Products
GICS Sub-Industry	Trading Companies & Distributors	Building Products
Market Capitalization	45.21 billion USD	11.70 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	January 5, 2010	July 29, 1999
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

FERG

LII

GSPC

Ferguson Enterprises (FERG) vs. Lennox (LII), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Ferguson Enterprises (FERG) and Lennox (LII). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Ferguson Enterprises (FERG) and Lennox (LII). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Ferguson Enterprises (FERG) and Lennox (LII)
Metric	FERG	LII
Total Return (1Y)	6.92%	-27.83%
Total Return (3Y, Annualized)	20.73%	-2.32%
Total Return (5Y, Annualized)	13.21%	3.79%

Risk Profile

Drawdown History

FERG

LII

GSPC

Ferguson Enterprises (FERG) vs. Lennox (LII), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Ferguson Enterprises (FERG) and Lennox (LII). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ferguson Enterprises (FERG) and Lennox (LII)
Metric	FERG	LII
Volatility (1Y, Annualized)	32.85%	41.59%
Beta (5Y)	1.08	1.18
Max Drawdown (5Y)	-43.31%	-49.95%
Avg. Volume (3M)	1.46M	563.34K

Risk-Adjusted Performance

Risk-Return Positioning

FERG and LII are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Ferguson Enterprises (FERG) and Lennox (LII)
Metric	FERG	LII
Sharpe Ratio (1Y)	0.08	-0.77
Sortino Ratio (1Y)	0.12	-0.96

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Lennox (LII) earns 62.82% on shareholders’ equity, ranked against its industry; Ferguson Enterprises (FERG) has no ROE this period.

FERG

Capital Goods industry group

Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%
FERG: --

LII

Capital Goods industry group

62.82%

LII: 62.82%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

Ferguson Enterprises (FERG) vs. Lennox (LII): FERG does not report ROE, so it has no value marker; LII is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Lennox (LII) at 13.76% retains a top-quartile share of revenue as profit, ahead of Ferguson Enterprises (FERG) at 6.32%, which keeps about the industry-typical share.

FERG

Capital Goods industry group

6.32%

Max: 27.47%
Q3: 12.10%
FERG: 6.32%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

LII

Capital Goods industry group

13.76%

Max: 27.47%
LII: 13.76%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Lennox (LII) at 20.57% operates in the top operating margin quartile, ahead of Ferguson Enterprises (FERG) at 10.16%, which runs around its industry’s norm.

FERG

Capital Goods industry group

10.16%

Max: 36.60%
Q3: 18.33%
Median: 11.12%
FERG: 10.16%
Q1: 5.14%
Min: -12.63%

LII

Capital Goods industry group

20.57%

Max: 36.60%
LII: 20.57%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Ferguson Enterprises (FERG) and Lennox (LII)
Metric	FERG	LII
ROE (TTM)	--	62.82%
ROA (TTM)	--	15.93%
Net Margin (TTM)	6.32%	13.76%
Operating Margin (TTM)	10.16%	20.57%
Gross Margin (TTM)	30.63%	32.62%

Growth

Revenue Growth

Only one side can be read here: Lennox (LII) reports revenue growth of -2.73%, ranked against its industry; Ferguson Enterprises (FERG) has no revenue growth figure this period.

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Ferguson Enterprises (FERG) at 19.11% and Lennox (LII) at 1.11% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ferguson Enterprises (FERG) and Lennox (LII)
Metric	FERG	LII
Revenue Growth (YoY)	--	-2.73%
Revenue Growth (3Y CAGR)	--	3.26%
EPS Growth (YoY)	19.11%	1.11%
EPS Growth (3Y CAGR)	--	17.97%

Financial Strength

Current Ratio (MRQ)

Ferguson Enterprises (FERG) at 1.73 keeps current ratio within its industry’s typical mid-range, while Lennox (LII) at 1.21 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for LII.

FERG

Capital Goods industry group

1.73

Max: 5.22
Q3: 2.95
Median: 2.08
FERG: 1.73
Q1: 1.43
Min: 0.36

LII

Capital Goods industry group

1.21

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
LII: 1.21
Min: 0.36

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Ferguson Enterprises (FERG) at 1.11 carries an industry-typical debt-to-equity mix, while Lennox (LII) at 1.58 uses more debt funding than most peers.

FERG

Capital Goods industry group

1.11

Max: 2.33
Q3: 1.12
FERG: 1.11
Median: 0.60
Q1: 0.29
Min: 0.00

LII

Capital Goods industry group

1.58

Max: 2.33
LII: 1.58
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Ferguson Enterprises (FERG) and Lennox (LII)
Metric	FERG	LII
Current Ratio (MRQ)	1.73	1.21
Debt / Equity (MRQ)	1.11	1.58
Net Debt / EBITDA	2.10	1.73

Dividends

Dividend Yield (TTM)

Both Ferguson Enterprises (FERG) at 1.80% and Lennox (LII) at 1.53% offer top-quartile dividend income relative to share price within their industries.

FERG

Capital Goods industry group

1.80%

Max: 2.66%
FERG: 1.80%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

LII

Capital Goods industry group

1.53%

Max: 2.66%
LII: 1.53%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Lennox (LII) at 24.68% pays out a band-typical share of earnings, while Ferguson Enterprises (FERG) at 33.57% distributes more than its industry norm — less retained, thinner cover.

FERG

Capital Goods industry group

33.57%

Max: 67.39%
FERG: 33.57%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

LII

Capital Goods industry group

24.68%

Max: 67.39%
Q3: 28.02%
LII: 24.68%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Ferguson Enterprises (FERG) and Lennox (LII)
Metric	FERG	LII
Dividend Yield (TTM)	1.80%	1.53%
Dividend Payout Ratio (TTM)	33.57%	24.68%

Valuation

P/E Ratio (TTM)

Lennox (LII) at 15.47 sits in the cheaper P/E ratio quartile, while Ferguson Enterprises (FERG) at 23.00 is closer to its industry’s usual earnings multiple — a discount for LII, though growth and earnings durability still matter.

FERG

Capital Goods industry group

23.00

Max: 59.38
Q3: 35.92
Median: 25.41
FERG: 23.00
Q1: 19.47
Min: 3.03

LII

Capital Goods industry group

15.47

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
LII: 15.47
Min: 3.03

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Ferguson Enterprises (FERG) at 1.44 and Lennox (LII) at 2.15 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

FERG

Capital Goods industry group

1.44

Max: 7.54
Q3: 3.76
Median: 2.15
FERG: 1.44
Q1: 1.03
Min: 0.03

LII

Capital Goods industry group

2.15

Max: 7.54
Q3: 3.76
Median: 2.15
LII: 2.15
Q1: 1.03
Min: 0.03

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both Ferguson Enterprises (FERG) at 7.29 and Lennox (LII) at 8.88 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

FERG

Capital Goods industry group

7.29

Max: 9.66
FERG: 7.29
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

LII

Capital Goods industry group

8.88

Max: 9.66
LII: 8.88
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

Ferguson Enterprises (FERG) vs. Lennox (LII): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Ferguson Enterprises (FERG) and Lennox (LII)
Metric	FERG	LII
P/E Ratio (TTM)	23.00	15.47
P/S Ratio (TTM)	1.44	2.15
P/B Ratio (MRQ)	7.29	8.88
Free Cash Flow Yield (TTM)	--	3.14%