Ferguson vs Trip.com

This page compares Ferguson and Trip.com across business models, financial performance, and market context, presenting clear, accessible insights about how each company operates and sits within the sector. Educational content, not financial advice.

This page compares Ferguson and Trip.com across business models, financial performance, and market context, presenting clear, accessible insights about how each company operates and sits within the se...

Comparison Snapshot

Key Financial Metrics

FERG

Metric

TCOM

$47.44B

Market Cap

$40.25B

-5.75%

Potential Profit

37.13%

Buy

Analyst Rating

Buy

Why It's Moving

Trip.com Plunges 17% as Chinese Antitrust Probe Sparks Investor Panic

Stock tumbled $12.90 to $62.78 on January 14, marking a sharp 17.05% drop amid fears of antitrust violations eroding competitive edges.
Follow-on selling pushed shares further down 2.36% to $61.30, with a law firm launching a securities probe into possible misleading disclosures.
Lingering pressure leaves TCOM oversold per technicals, contrasting upbeat analyst targets around $85 despite regulatory clouds.

Sentiment:

🐻Bearish

Trip.com Plunges 17% as Chinese Antitrust Probe Sparks Investor Panic

Stock tumbled $12.90 to $62.78 on January 14, marking a sharp 17.05% drop amid fears of antitrust violations eroding competitive edges.
Follow-on selling pushed shares further down 2.36% to $61.30, with a law firm launching a securities probe into possible misleading disclosures.
Lingering pressure leaves TCOM oversold per technicals, contrasting upbeat analyst targets around $85 despite regulatory clouds.

Sentiment:

🐻Bearish

Investment Analysis

Ferguson

FERG

Pros

Ferguson is the largest plumbing distributor and second-largest HVAC distributor in North America with around 1,800 branches.
The company shows strong past performance with nearly 100% share price appreciation over the last 3 years.
Ferguson has good financial health metrics, including a solid free cash flow margin above 16% and consistent net income growth.

Considerations

Its valuation is relatively high, trading with a price-to-earnings ratio around 23 and significant premium versus fair value.
The company’s quick ratio is below 1, indicating potential liquidity constraints in the short term.
Ferguson operates solely in North America after divesting its UK business, increasing exposure to geographic concentration risks.

Trip.com

TCOM

Pros

Trip.com Group is a leading online travel agency with a large user base and diversified product offerings in the Asia-Pacific region.
The company benefits from the ongoing recovery of the travel and tourism industry post-pandemic, supporting revenue growth.
Trip.com has been investing in technology and international expansion to strengthen its competitive position.

Considerations

Trip.com faces significant regulatory risks in China, including data security and antitrust scrutiny that could impact operations.
The business is sensitive to macroeconomic conditions and geopolitical tensions that affect travel demand.
Profitability remains volatile due to intense competition and fluctuating travel patterns worldwide.

About The Companies

Ferguson (FERG)

Ferguson PLC is a leading value-added distributor that serves the North American residential and non-residential construction markets. Operating primarily in the United States and Canada, the company supplies a vast range of products and services to specialised professionals. Its inventory includes everything from plumbing, heating, ventilation, and air conditioning (HVAC) equipment to pipes, valves, and fittings (PVF). Ferguson connects with its customers through a multi-channel network of distribution centres, branches, and e-commerce platforms. By catering to various sectors like plumbing, facilities supply, and waterworks, Ferguson has established itself as a key supplier within the construction industry's supply chain. It's important for potential investors to remember that the company's performance can be closely linked to the health of the broader construction market, and like any investment, its value can go down as well as up.

Trip.com (TCOM)

Trip.com Group Ltd (TCOM) is a China‑headquartered online travel agency that operates consumer brands including Trip.com, Ctrip and international services such as Skyscanner. It offers flight and hotel bookings, packaged tours, corporate travel solutions and related services across domestic and global markets. Investors should note the company benefits from scale, strong mobile distribution, network effects and a diversified revenue mix that includes commissions, retail margins and advertising. Post‑pandemic travel recovery has been a key growth driver, but revenue remains sensitive to macro cycles, travel demand and public‑health policy. Other considerations include competition from global OTAs and local rivals, exposure to Chinese regulatory and geopolitical developments, and the need for ongoing tech and marketing investment. With a market capitalisation around $48.15bn, Trip.com can appeal to investors seeking exposure to travel and consumer recovery — but returns can fluctuate and this is general information, not personalised investment advice.

Trip.com (TCOM) Next Earnings Date

Trip.com Group (TCOM) has scheduled its next earnings report for February 23, 2026, after market close. This release will cover the fourth quarter of 2025 (period ending December 31, 2025). Historical patterns indicate releases typically occur in late February for Q4 results.

Trip.com (TCOM) Next Earnings Date

Trip.com Group (TCOM) has scheduled its next earnings report for February 23, 2026, after market close. This release will cover the fourth quarter of 2025 (period ending December 31, 2025). Historical patterns indicate releases typically occur in late February for Q4 results.

Which Baskets Do They Appear In?

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Comparison Snapshot

Why It's Moving

Trip.com Plunges 17% as Chinese Antitrust Probe Sparks Investor Panic

Trip.com Plunges 17% as Chinese Antitrust Probe Sparks Investor Panic