Added to YB: 2026-06-01
Pitch date: 2026-05-27
FERG [neutral]
Ferguson Enterprises Inc.
-0.33%
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
$43.9B
Pitch Price
$227.23
Price Target
N/A
Dividend
1.57%
EV/EBITDA
16.17
P/E
22.57
EV/Sales
1.58
Sector
Trading Companies and Distributors
Category
value
Ferguson Enterprises (FERG): Water and Air Solutions Leader
FERG (holding update): Largest N.America plumbing/HVAC distributor. 5yr revenue CAGR 10.9%, net margin 6.6%. ROE 33.3%, ROIC 16.3% above 12.1% WACC. 5yr owners' earnings 35.9% (EPS+div growth), 47.2% using FCF. P/E 23.1x vs S&P 48.6x. $2B buyback (3.9% shares), 1.59% yield. Bulls cite data center/infrastructure exposure, pricing power, consolidation edge. Bears warn premium valuation, residential softness, project lumpiness. Reiterating hold at $225-$235.
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