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Ferguson Enterprises Inc. (FERG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Ferguson Enterprises Inc.

FERGMarket cap $42BPrice $215.1

Country🇺🇸United States

SectorIndustrials

IndustryTrading & Distribution

Distributes plumbing, heating, and construction supplies to contractors and builders across North America. Controls 25% of the US wholesale plumbing market, making it the invisible backbone behind most residential and commercial construction projects.

In Bastion Portfolios?

52W Return-8%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+3%4

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+6%5

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+23%8

EPS Growth Y+2+7%6

EPS Growth Y+3+9%6

Quality

Margins

EBIT Margin9%4

Net Income Margin6%4

Free Cash Flow Margin4%4

Debt

Net Debt/EBITDA2.14

Efficiency

ROE34%9

ROA11%9

Earnings Stability55

GEAR+AVERAGE39

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)194

P/E Ratio (Forward 3y)164

P/BV6.72

EV Multiples

EV/EBITDA Fwd144

EV/EBIT Fwd165

Yield

Free Cash Flow Yield2.7%4

Dividend Yield1.7%5

Momentum

Short term

1 month return-5%5

3 month return-3%5

YTD return-2%5

Mid term

Price vs 52wHigh80%5

1 year return-7%4

Long term

3 year return+38%5

5 year return+68%6

Risk Shield

Price Risk

Beta1.04

Volatility30%7

Free Cash Flow

Free Cash Flow Margin4%4

Free Cash Flow Yield2.7%4

Quality

ROCE22%9

Earnings Stability55

Net Debt/EBITDA2.14

02Growth

Is it actually growing, and how fast?

FERGFerguson Enterprises

Revenue FY25$30.8B

GROWTH RATING↗

AVERAGE46 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+3%4

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+23%8

EPS growth, FY27E+7%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 3%/yr over the last 3 years and is set to grow 6%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 46% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE39 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-3%5

YTD return-2%5

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-7%4

3-year return+38%5

5-year return+68%6

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+38% over three years and +68% over five), roughly average for the market.

It's down 7% over the past year, now 20% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-5%), over three months (-3%) and so far this year (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Ferguson Enterprises Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

FERGFerguson Enterprises

Revenue FY25$30.8B

GROWTH RATING↗

AVERAGE46 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+3%4

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+23%8

EPS growth, FY27E+7%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 3%/yr over the last 3 years and is set to grow 6%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 46% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's speeding up. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE39 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-3%5

YTD return-2%5

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-7%4

3-year return+38%5

5-year return+68%6

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+38% over three years and +68% over five), roughly average for the market.

It's down 7% over the past year, now 20% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-5%), over three months (-3%) and so far this year (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Ferguson Enterprises Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community