Added to YB: 2025-09-22
Pitch date: 2025-09-18
FERG [bullish]
Ferguson Enterprises Inc.
+5.64%
current return
Author Info
No bio for this author
Company Info
Ferguson Enterprises Inc. distributes essential water and air solutions to specialized professional in the United States and Canada.
Market Cap
$46.5B
Pitch Price
$226.34
Price Target
N/A
Dividend
1.49%
EV/EBITDA
17.39
P/E
24.84
EV/Sales
1.69
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.
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