Added to YB: 2025-09-22
Pitch date: 2025-09-18
FERG [bullish]
Ferguson Enterprises Inc.
-1.51%
current return
Author Info
No bio for this author
Company Info
Ferguson Enterprises Inc. operates as a distributor serving the water and air specialized professional in the United States and Canada.
Market Cap
$45.2B
Pitch Price
$228.10
Price Target
N/A
Dividend
1.54%
EV/EBITDA
13.30
P/E
23.42
EV/Sales
1.63
Sector
Trading Companies and Distributors
Category
growth
FERG - If you need water, you need Ferguson.
FERG: #1-2 distributor in plumbing/HVAC/waterworks w/ 30% gross margins, 9-10% op margins, 30% ROIC. Grew 500bps faster than end markets in 2025. Targets MSD-HSD FCF growth next 5yrs on reshoring/datacenter trends. 4.4% FCF yield, 10-15% return potential. S&P 500 inclusion catalyst. Risks: recession, housing softness, margin pressure.
Read full article (5 min)