Ferguson Enterprises Inc (FERG) is fairly valued and Wesco International Inc (WCC) is slightly overvalued.
Against our estimates of intrinsic value, FERG trades at the wider discount: a margin of safety of +3%, against -18% for WCC.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 10.2% (average of 3 methods) values the shares at $228.71; the price of $221.17 is 3% below that value, and 72% of that value comes from beyond year five.
Leak Score 49/100 on 5 of 12 signals
Discounting its cash flows at 10.1% (average of 3 methods) values the shares at $306.67; the price of $362.08 is 18% above that value, and 73% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
| Metric | FERG | WCC |
|---|---|---|
| Verdict | Fairly valued | Slightly overvalued |
| Price | $221.17 | $362.08 |
| Intrinsic value | $228.71 | $306.67 |
| Margin of safety | +3% | -18% |
| Leak Score | 49/100 (5/12) | 14/100 (3/12) |
| Market cap | $42.8B | $17.6B |
| Revenue growth, 5 years | 6.2% | 13.8% |
| Operating margin | 9.6% | 5.7% |
| Net margin | 6.8% | 2.9% |
| Return on equity | 37.5% | 14.3% |
| Debt to equity | 1.11 | 1.28 |
| P/E | 19.8x | 25.0x |
| Forward P/E | 17.6x | 18.1x |
| P/B | 6.9x | 3.4x |
| Dividend yield | 1.5% | 0.6% |