Added to YB: 2025-09-22
Pitch date: 2025-09-18
FERG [bullish]
Ferguson Enterprises Inc.
+13.49%
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
$227.18
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
growth
FERG - If you need water, you need Ferguson.
FERG: #1-2 distributor in plumbing/HVAC/waterworks w/ 30% gross margins, 9-10% op margins, 30% ROIC. Grew 500bps faster than end markets in 2025. Targets MSD-HSD FCF growth next 5yrs on reshoring/datacenter trends. 4.4% FCF yield, 10-15% return potential. S&P 500 inclusion catalyst. Risks: recession, housing softness, margin pressure.
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