Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-22
FERG [neutral]
Ferguson Enterprises Inc.
+0.11%
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
$238.84
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
value
Brasada Capital Portfolio Holding: Ferguson Enterprises Inc.
FERG (holding update): Largest NA plumbing/HVAC distributor w/ 85% finished goods, 60% repair/replace revenue. Stock oversold on housing fears despite revenue resilience. 25% commodity exposure limits deflation impact. Strong non-residential demand (waterworks/infrastructure) offsets residential weakness. Scale drives pricing power, M&A adds 2pts growth annually. Multi-year tailwinds from data centers.
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