Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-22
FERG [neutral]
Ferguson Enterprises Inc.
+7.56%
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
$50.8B
Pitch Price
$239.73
Price Target
N/A
Dividend
1.37%
EV/EBITDA
14.76
P/E
26.29
EV/Sales
1.81
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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