Added to YB: 2023-12-15
Pitch date: 2023-12-13
FERG [bullish]
Ferguson Enterprises Inc.
+21.02%
current return
Author Info
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Company Info
Ferguson Enterprises Inc. operates as a distributor serving the water and air specialized professional in the United States and Canada.
Market Cap
$45.2B
Pitch Price
$183.98
Price Target
N/A
Dividend
1.54%
EV/EBITDA
13.30
P/E
23.42
EV/Sales
1.63
Sector
Trading Companies and Distributors
Category
growth
Show full summary:
Brad Jacobs' QXO thesis released this morning is a pitch for $FERG
$FERG pitch: Fragmented building products distribution ripe for tech disruption. E-commerce to triple by 2030; AI, automation can transform pricing, forecasting, inventory & supply chain. Housing shortage + aging infra provide long-term demand. Scale + tech ecosystem unlock efficiencies & value-adds.
Read full article (1 min)