Loading…
FERG
Ferguson Enterprises Inc.
NYSE· Industrials· Industrial Distribution· CUSIP 31488V107
$227.31-0.29%Price as of Oct 23, 00:42 UTC · updated once a day, after the close
At a glance
Ferguson Enterprises Inc. (FERG) is listed on NYSE and classified in Industrial Distribution, part of the Industrials sector. It is headquartered in Newport News, United States and has 35,000 employees. The company is worth $43.97B and trades at 22.4x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $30.76B in fiscal 2025, up 3.8% from the year before. Net income was $1.86B. The share price is 16.3% below its 52-week high of $271.64. It pays a dividend yielding 1.57%. 11 of the 38 superinvestors we track held it at the end of Q3 2026. The largest position belongs to Seth Klarman (The Baupost Group), at $344.27M. In that quarter, 7 of them opened or added to the position and 2 reduced it. Over the last 30 days, company insiders sold $7.33M of its stock on the open market and bought none. All of those sales were scheduled in advance under 10b5-1 plans.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Analysis
Articles on this site that cover Ferguson Enterprises Inc..
Key metrics
- Market cap
- $43.97B
- P/E
- 22.4x
- Forward P/E
- 17.9x
- P/B
- 7.1x
- Dividend yield
- 1.57%
- Payout
- 35.14%
- EPS
- $10.13
- ROE
- —
- Profit margin
- 6.32%
- Revenue growth
- +4.60%
- Beta
- 1.12
- 52-week high
- $271.64
- 52-week low
- $212.13
History
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Investors holding this
Major managers that reported this stock in their latest 13F.
Price over time
▲ +51.9% over 5Y.
today you would have $1,680.33▲ +68.0%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
Indicators, year by year
The last 4 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Year-end price | $222.63 | $173.57 | $193.07 | $126.97 | |
| P/E | 20.8x | 23.9x | 20.3x | 21.2x | 13.1x |
| P/S | 1.3x | 1.4x | 1.2x | 1.3x | 1.0x |
| P/B | 6.8x | 7.5x | 6.2x | 7.9x | 6.0x |
| EPS | $9.32 | $8.53 | $9.12 |
Fair price, seven ways
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Earnings
$85.47
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Earnings
$245.96
Median P/E of 24.3 among peers in the sector.
Earnings
$210.29
Median P/E of 20.8 across this company’s own years on record.
Cash flow
$116.13
Cash flow growing 5.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Operating
$182.00
Sector median of 13.2x operating profit, less net debt. Banks have no EBITDA.
Dividends
$48.77
Dividend growing 4.3% a year against a 9.6% required return, from the stock’s beta.
Others in the same sector
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| FIXComfort Systems USA Inc | $1,279.37 | 31.5x | 14.0x | 0.28% | 55.29% | $45.03B |
| HEIHeico Corp | $300.02 | 50.0x | 8.5x | 0.08% | 17.73% | $41.93B |
| WCNWaste Connections, Inc. | $184.88 | 41.5x | 5.7x | 0.76% | 13.03% | $46.51B |
| CARRCARRIER GLOBAL Corp | $56.48 |
About the company
- 35,000
- Newport News, United States
