FERG vs. URI: Ferguson Enterprises vs. United Rentals Stock Comparison

November 11, 2026

How do Ferguson Enterprises (FERG) and United Rentals (URI) 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 United Rentals (URI) are both classified in the Trading Companies & Distributors sub-industry within the broader Trading Companies & Distributors industry, placing them in the closest GICS peer bucket.

Company profile comparison for Ferguson Enterprises (FERG) and United Rentals (URI)
Profile Item	FERG	URI
Name	Ferguson Enterprises Inc.	United Rentals Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Trading Companies & Distributors
GICS Sub-Industry	Trading Companies & Distributors	Trading Companies & Distributors
Market Capitalization	45.21 billion USD	65.36 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	January 5, 2010	December 18, 1997
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

FERG

URI

GSPC

Ferguson Enterprises (FERG) vs. United Rentals (URI), 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 United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ferguson Enterprises (FERG) and United Rentals (URI)
Metric	FERG	URI
Total Return (1Y)	6.92%	35.39%
Total Return (3Y, Annualized)	20.73%	38.68%
Total Return (5Y, Annualized)	13.21%	24.76%

Risk Profile

Drawdown History

FERG

URI

GSPC

Ferguson Enterprises (FERG) vs. United Rentals (URI), 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 United Rentals (URI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ferguson Enterprises (FERG) and United Rentals (URI)
Metric	FERG	URI
Volatility (1Y, Annualized)	32.85%	44.71%
Beta (5Y)	1.08	1.81
Max Drawdown (5Y)	-43.31%	-39.76%
Avg. Volume (3M)	1.46M	496.78K

Risk-Adjusted Performance

Risk-Return Positioning

FERG and URI 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 United Rentals (URI)
Metric	FERG	URI
Sharpe Ratio (1Y)	0.08	0.70
Sortino Ratio (1Y)	0.12	1.16

Profitability

ROE (TTM)

Capital efficiency shows on one side only: United Rentals (URI) earns 30.56% 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: --

URI

Capital Goods industry group

30.56%

Max: 40.55%
URI: 30.56%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

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

Net Margin (TTM)

United Rentals (URI) at 16.33% 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%

URI

Capital Goods industry group

16.33%

Max: 27.47%
URI: 16.33%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

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

Operating Margin (TTM)

United Rentals (URI) at 29.21% 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%

URI

Capital Goods industry group

29.21%

Max: 36.60%
URI: 29.21%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

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

Profitability Metrics

Profitability metrics for Ferguson Enterprises (FERG) and United Rentals (URI)
Metric	FERG	URI
ROE (TTM)	--	30.56%
ROA (TTM)	--	9.14%
Net Margin (TTM)	6.32%	16.33%
Operating Margin (TTM)	10.16%	29.21%
Gross Margin (TTM)	30.63%	39.19%

Growth

Revenue Growth

Only one side can be read here: United Rentals (URI) reports revenue growth of 4.91%, ranked against its industry; Ferguson Enterprises (FERG) has no revenue growth figure this period.

Ferguson Enterprises (FERG) vs. United Rentals (URI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Ferguson Enterprises (FERG) at 19.11% and United Rentals (URI) at -0.21% 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. United Rentals (URI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ferguson Enterprises (FERG) and United Rentals (URI)
Metric	FERG	URI
Revenue Growth (YoY)	--	4.91%
Revenue Growth (3Y CAGR)	--	11.41%
EPS Growth (YoY)	19.11%	-0.21%
EPS Growth (3Y CAGR)	--	9.20%

Financial Strength

Current Ratio (MRQ)

Ferguson Enterprises (FERG) at 1.73 keeps current ratio within its industry’s typical mid-range, while United Rentals (URI) at 0.80 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for URI.

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

URI

Capital Goods industry group

0.80

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
URI: 0.80
Min: 0.36

Ferguson Enterprises (FERG) vs. United Rentals (URI): 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 United Rentals (URI) at 1.64 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

URI

Capital Goods industry group

1.64

Max: 2.33
URI: 1.64
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

Ferguson Enterprises (FERG) vs. United Rentals (URI): 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 United Rentals (URI)
Metric	FERG	URI
Current Ratio (MRQ)	1.73	0.80
Debt / Equity (MRQ)	1.11	1.64
Net Debt / EBITDA	2.10	3.12

Dividends

Dividend Yield (TTM)

Ferguson Enterprises (FERG) at 1.80% delivers top-quartile income for its industry, while United Rentals (URI) at 0.74% pays a more typical yield — both are credible income propositions, FERG the richer one.

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%

URI

Capital Goods industry group

0.74%

Max: 2.66%
Q3: 1.14%
URI: 0.74%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

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

Dividend Payout Ratio (TTM)

United Rentals (URI) at 16.95% 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%

URI

Capital Goods industry group

16.95%

Max: 67.39%
Q3: 28.02%
URI: 16.95%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for Ferguson Enterprises (FERG) and United Rentals (URI)
Metric	FERG	URI
Dividend Yield (TTM)	1.80%	0.74%
Dividend Payout Ratio (TTM)	33.57%	16.95%

Valuation

P/E Ratio (TTM)

Both Ferguson Enterprises (FERG) at 23.00 and United Rentals (URI) at 23.24 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

URI

Capital Goods industry group

23.24

Max: 59.38
Q3: 35.92
Median: 25.41
URI: 23.24
Q1: 19.47
Min: 3.03

Ferguson Enterprises (FERG) vs. United Rentals (URI): 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 United Rentals (URI) at 3.74 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

URI

Capital Goods industry group

3.74

Max: 7.54
Q3: 3.76
URI: 3.74
Median: 2.15
Q1: 1.03
Min: 0.03

Ferguson Enterprises (FERG) vs. United Rentals (URI): 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 United Rentals (URI) at 6.75 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

URI

Capital Goods industry group

6.75

Max: 9.66
URI: 6.75
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

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

Valuation Metrics

Valuation metrics for Ferguson Enterprises (FERG) and United Rentals (URI)
Metric	FERG	URI
P/E Ratio (TTM)	23.00	23.24
P/S Ratio (TTM)	1.44	3.74
P/B Ratio (MRQ)	7.29	6.75
Free Cash Flow Yield (TTM)	--	3.24%