Professional
Added to YB: 2025-02-04
Pitch date: 2025-01-24
FERG [bullish]
Ferguson Enterprises Inc.
+35.66%
current return
Author Info
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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
$176.25
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
Show full summary:
Giverny Capital Asset Management Portfolio Holding: Ferguson Enterprises Inc.
FERG: Largest US plumbing distributor, strong market power vs suppliers/customers. Weak housing starts impact, but high profits/FCF even in downturn. 19x PE, $35B cap. High ROIC, M&A potential. Poised for upside if housing recovers. Healthy financials despite headwinds.
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