Ross vs Ferguson

Ross Stores Inc. and Ferguson PLC are compared on this page to explain their business models, financial performance, and market context in a neutral, accessible way. By outlining strengths, strategies, and sector position, readers can gain a clearer sense of each company's operating approach without recommendations. Educational content, not financial advice.

Ross Stores Inc. and Ferguson PLC are compared on this page to explain their business models, financial performance, and market context in a neutral, accessible way. By outlining strengths, strategies...

Comparison Snapshot

Key Financial Metrics

ROST

Metric

FERG

$61.49B

Market Cap

$49.85B

0.17%

Potential Profit

-9.19%

Buy

Analyst Rating

Buy

Why It's Moving

Ross Stores Hits Record High as Earnings Beat Streak and Leadership Shift Fuel Momentum.

Q3 comps surged 7% with EPS of $1.58 beating estimates by 12.86%, signaling robust consumer demand for bargain apparel and home goods.
Zacks flags +3.09% Earnings ESP and Rank #2 (Buy) ahead of next report, highlighting potential for another beat after recent 7.74% average surprise.
Board Chair Michael Balmuth stepped down January 31 with new leadership eyeing store expansions, self-checkout rollouts, and comps growth of 4-7%.

Sentiment:

🐃Bullish

Ross Stores Hits Record High as Earnings Beat Streak and Leadership Shift Fuel Momentum.

Q3 comps surged 7% with EPS of $1.58 beating estimates by 12.86%, signaling robust consumer demand for bargain apparel and home goods.
Zacks flags +3.09% Earnings ESP and Rank #2 (Buy) ahead of next report, highlighting potential for another beat after recent 7.74% average surprise.
Board Chair Michael Balmuth stepped down January 31 with new leadership eyeing store expansions, self-checkout rollouts, and comps growth of 4-7%.

Sentiment:

🐃Bullish

Investment Analysis

Ross

ROST

Pros

Ross Stores has a strong market position with consistent revenue growth and solid operational efficiency in the off-price retail apparel sector.
The company maintains a low debt-to-equity ratio, indicating financial stability and a lower risk profile relative to competitors.
Analyst consensus is generally positive with a majority rating the stock as a buy and projecting moderate price appreciation driven by expansion and earnings growth.

Considerations

Insider selling activity has been noted, which may indicate concerns about the company's near-term outlook among executives.
The stock exhibits price volatility with a high P/E ratio suggesting potential overvaluation, which could limit upside potential for investors.
Margins face pressure from rising tariff and distribution costs, posing an ongoing risk to profitability despite recent earnings beats.

Ferguson

FERG

Pros

Ferguson PLC is a leading distributor in the building products market with a broad geographical footprint that supports diversified revenue streams.
The company benefits from steady demand driven by both new construction and renovation markets, providing resilient growth drivers.
Ferguson has a strong balance sheet with robust cash flow generation, enabling investments in acquisitions and operational improvements.

Considerations

Ferguson's earnings and revenue can be sensitive to economic cycles and interest rate fluctuations impacting the construction sector.
The company faces execution risks related to integration of acquisitions and supply chain disruptions amid global uncertainties.
Regulatory changes and inflationary pressures on raw materials could negatively affect margins and cost structures.

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