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FERG vs. ROK: Ferguson Enterprises vs. Rockwell Automation Stock Comparison

How do Ferguson Enterprises (FERG) and Rockwell Automation (ROK) 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 Rockwell Automation (ROK) both fall under the Capital Goods industry group, but FERG is classified in Trading Companies & Distributors while ROK is classified in Electrical Equipment.

Company profile comparison for Ferguson Enterprises (FERG) and Rockwell Automation (ROK)
Profile ItemFERGROK
NameFerguson Enterprises Inc.Rockwell Automation Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryTrading Companies & DistributorsElectrical Equipment
GICS Sub-IndustryTrading Companies & DistributorsElectrical Components & Equipment
Market Capitalization45.21 billion USD41.82 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 5, 2010December 31, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FERG
ROK
GSPC
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK), 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 Rockwell Automation (ROK). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ferguson Enterprises (FERG) and Rockwell Automation (ROK)
MetricFERGROK
Total Return (1Y)6.92%6.19%
Total Return (3Y, Annualized)20.73%16.94%
Total Return (5Y, Annualized)13.21%4.86%

Risk Profile

Drawdown History

FERG
ROK
GSPC
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK), 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 Rockwell Automation (ROK). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ferguson Enterprises (FERG) and Rockwell Automation (ROK)
MetricFERGROK
Volatility (1Y, Annualized)32.85%34.28%
Beta (5Y)1.081.54
Max Drawdown (5Y)-43.31%-45.09%
Avg. Volume (3M)1.46M799.28K

Risk-Adjusted Performance

Risk-Return Positioning

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FERG and ROK 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 Rockwell Automation (ROK)
MetricFERGROK
Sharpe Ratio (1Y)0.080.06
Sortino Ratio (1Y)0.120.07

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Rockwell Automation (ROK) earns 38.73% 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
--

ROK

Capital Goods industry group

38.73%

Max
40.55%
ROK
38.73%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): FERG does not report ROE, so it has no value marker; ROK is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Rockwell Automation (ROK) at 15.68% 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%

ROK

Capital Goods industry group

15.68%

Max
27.47%
ROK
15.68%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Ferguson Enterprises (FERG) at 10.16% and Rockwell Automation (ROK) at 14.75% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

ROK

Capital Goods industry group

14.75%

Max
36.60%
Q3
18.33%
ROK
14.75%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Ferguson Enterprises (FERG) and Rockwell Automation (ROK)
MetricFERGROK
ROE (TTM)--38.73%
ROA (TTM)--9.32%
Net Margin (TTM)6.32%15.68%
Operating Margin (TTM)10.16%14.75%
Gross Margin (TTM)30.63%48.95%

Growth

Revenue Growth

Neither Ferguson Enterprises (FERG) nor Rockwell Automation (ROK) reports a revenue growth value for this period, so a direct comparison isn't possible.

EPS Growth

Rockwell Automation (ROK) at 63.49% sits in the top EPS growth quartile, while Ferguson Enterprises (FERG) at 19.11% is closer to the peer norm — faster per-share earnings growth for ROK.

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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ferguson Enterprises (FERG) and Rockwell Automation (ROK)
MetricFERGROK
Revenue Growth (YoY)----
Revenue Growth (3Y CAGR)----
EPS Growth (YoY)19.11%63.49%
EPS Growth (3Y CAGR)--1.62%

Financial Strength

Current Ratio (MRQ)

Both Ferguson Enterprises (FERG) at 1.73 and Rockwell Automation (ROK) at 2.11 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

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

ROK

Capital Goods industry group

2.11

Max
5.22
Q3
2.95
ROK
2.11
Median
2.08
Q1
1.43
Min
0.36
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both Ferguson Enterprises (FERG) at 1.11 and Rockwell Automation (ROK) at 1.00 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

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

ROK

Capital Goods industry group

1.00

Max
2.33
Q3
1.12
ROK
1.00
Median
0.60
Q1
0.29
Min
0.00
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): 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 Rockwell Automation (ROK)
MetricFERGROK
Current Ratio (MRQ)1.732.11
Debt / Equity (MRQ)1.111.00
Net Debt / EBITDA2.101.58

Dividends

Dividend Yield (TTM)

Rockwell Automation (ROK) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Ferguson Enterprises (FERG) reports a yield of 1.80%, ranking against industry peers normally.

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%

ROK

Capital Goods industry group

0.00%

Max
2.66%
Q3
1.14%
Median
0.24%
ROK
0.00%
Q1
0.00%
Min
0.00%
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Ferguson Enterprises (FERG) at 33.57% and Rockwell Automation (ROK) at 51.03% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.

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%

ROK

Capital Goods industry group

51.03%

Max
67.39%
ROK
51.03%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Ferguson Enterprises (FERG) and Rockwell Automation (ROK)
MetricFERGROK
Dividend Yield (TTM)1.80%0.00%
Dividend Payout Ratio (TTM)33.57%51.03%

Valuation

P/E Ratio (TTM)

Both Ferguson Enterprises (FERG) at 23.00 and Rockwell Automation (ROK) at 29.97 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

ROK

Capital Goods industry group

29.97

Max
59.38
Q3
35.92
ROK
29.97
Median
25.41
Q1
19.47
Min
3.03
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Ferguson Enterprises (FERG) at 1.44 is priced about in line with its industry on P/S ratio, while Rockwell Automation (ROK) at 4.65 sits in the pricier quartile — ROK costs more per dollar of sales.

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

ROK

Capital Goods industry group

4.65

Max
7.54
ROK
4.65
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Ferguson Enterprises (FERG) at 7.29 sits in the upper P/B ratio quartile, and Rockwell Automation (ROK) at 11.76 prices even higher, above its industry range.

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

ROK

Capital Goods industry group

11.76

ROK
11.76
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Ferguson Enterprises (FERG) vs. Rockwell Automation (ROK): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Ferguson Enterprises (FERG) and Rockwell Automation (ROK)
MetricFERGROK
P/E Ratio (TTM)23.0029.97
P/S Ratio (TTM)1.444.65
P/B Ratio (MRQ)7.2911.76
Free Cash Flow Yield (TTM)---1.13%