Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
FERG
Upturn stock ratingUpturn stock rating

Ferguson Plc (FERG)

Upturn stock ratingUpturn stock rating
$221.4
Last Close (24-hour delay)
Profit since last BUY25.85%
upturn advisory
Consider higher Upturn Star rating
BUY since 36 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

07/02/2025: FERG (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

24 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $229.2

1 Year Target Price $229.2

Analysts Price Target For last 52 week
$229.2Target price
Low$145.44
Current$221.4
high$221.69

Analysis of Past Performance

Type Stock
Historic Profit 36.53%
Avg. Invested days 48
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/02/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 44.33B USD
Price to earnings Ratio 27.58
1Y Target Price 229.2
Price to earnings Ratio 27.58
1Y Target Price 229.2
Volume (30-day avg) 24
Beta 1.05
52 Weeks Range 145.44 - 221.69
Updated Date 07/1/2025
52 Weeks Range 145.44 - 221.69
Updated Date 07/1/2025
Dividends yield (FY) 1.52%
Basic EPS (TTM) 8.01

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-06-03
When Before Market
Estimate 2.02
Actual 2.5

Profitability

Profit Margin 5.32%
Operating Margin (TTM) 8.83%

Management Effectiveness

Return on Assets (TTM) 9.54%
Return on Equity (TTM) 29.08%

Valuation

Trailing PE 27.58
Forward PE 20.41
Enterprise Value 49012481020
Price to Sales(TTM) 1.47
Enterprise Value 49012481020
Price to Sales(TTM) 1.47
Enterprise Value to Revenue 1.62
Enterprise Value to EBITDA 17.14
Shares Outstanding 200686000
Shares Floating 196828082
Shares Outstanding 200686000
Shares Floating 196828082
Percent Insiders 2.48
Percent Institutions 95.99

Analyst Ratings

Rating 4
Target Price 229.2
Buy 5
Strong Buy 10
Buy 5
Strong Buy 10
Hold 8
Sell 1
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Ferguson Plc

stock logo

Company Overview

overview logo History and Background

Ferguson Plc, formerly Wolseley plc, was founded in 1887. It evolved from a sheep-shearing business to become a leading distributor of plumbing and heating products. Significant milestones include expansion into North America and strategic acquisitions.

business area logo Core Business Areas

  • Residential: Distribution of plumbing, heating, and cooling supplies for residential construction and renovation.
  • Commercial: Distribution of plumbing, HVAC, and fire protection products for commercial buildings.
  • Industrial: Distribution of pipes, valves, and fittings (PVF) for industrial applications.
  • Waterworks: Distribution of products and services for underground pipeline construction, repair and maintenance, and water treatment.

leadership logo Leadership and Structure

The leadership team includes Kevin Murphy (CEO) and Bill Brundage (CFO). The organizational structure is divisional, with regional leadership teams focused on specific geographic markets.

Top Products and Market Share

overview logo Key Offerings

  • HVAC Equipment: Heating, ventilation, and air conditioning systems for residential and commercial applications. Ferguson has a significant market share in the US. Competitors include Watsco, HD Supply, and Winsupply. Revenue data is not available to the public to list.
  • Plumbing Supplies: A comprehensive range of pipes, fittings, fixtures, and equipment for residential and commercial plumbing systems. Ferguson has a significant market share in the US. Competitors include Watsco, HD Supply, and Winsupply. Revenue data is not available to the public to list.
  • Pipes, Valves, and Fittings (PVF): A wide array of PVF products for industrial and infrastructure projects. Ferguson has a significant market share in the US. Competitors include Watsco, HD Supply, and Winsupply. Revenue data is not available to the public to list.
  • Waterworks Products: Products for water and wastewater infrastructure, including pipes, valves, and meters. Ferguson has a significant market share in the US. Competitors include Core & Main, HD Supply, and Winsupply. Revenue data is not available to the public to list.

Market Dynamics

industry overview logo Industry Overview

The distribution market for plumbing, HVAC, and industrial supplies is fragmented and competitive, driven by construction activity, infrastructure spending, and economic growth.

Positioning

Ferguson Plc is a leading player in the distribution market, with a strong presence in North America and a reputation for quality products and services. Competitive advantages include its extensive network of branches, strong supplier relationships, and focus on customer service.

Total Addressable Market (TAM)

The TAM for the US plumbing, HVAC, and industrial distribution market is estimated to be several hundred billion USD. Ferguson Plc is well-positioned to capture a significant share of this market.

Upturn SWOT Analysis

Strengths

  • Leading market position
  • Extensive branch network
  • Strong supplier relationships
  • Diversified product portfolio
  • Excellent customer service

Weaknesses

  • Exposure to cyclical construction markets
  • Dependence on key suppliers
  • Integration challenges from acquisitions

Opportunities

  • Expansion into new geographic markets
  • Growth in e-commerce sales
  • Increased infrastructure spending
  • Acquisitions of smaller competitors

Threats

  • Economic downturns
  • Increased competition
  • Rising interest rates
  • Supply chain disruptions

Competitors and Market Share

competitor logo Key Competitors

  • Watsco (WSO)
  • HD Supply (HD Supply was acquired by Home Depot)
  • Core & Main (CNM)
  • Winsupply

Competitive Landscape

Ferguson Plc competes with other distributors based on price, product selection, and customer service. Its competitive advantages include its scale, geographic reach, and strong relationships with suppliers and customers.

Major Acquisitions

Wasco, Inc.

  • Year: 2021
  • Acquisition Price (USD millions): 190
  • Strategic Rationale: Expansion of waterworks business, strengthening market position in the US Northeast.

Growth Trajectory and Initiatives

Historical Growth: Ferguson Plc has experienced steady growth in revenue and earnings over the past years, driven by organic growth and acquisitions.

Future Projections: Analysts project continued growth for Ferguson Plc, driven by strong demand in its key markets.

Recent Initiatives: Recent strategic initiatives include expanding its e-commerce platform, investing in new technologies, and acquiring complementary businesses.

Summary

Ferguson Plc is a strong company with a leading market position and diversified product portfolio. Its extensive branch network, strong supplier relationships, and focus on customer service are working well. The company needs to be aware of potential economic downturns and increased competition, supply chain disruptions, but with contined strategic acquisitions, it is likely to grow.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company website (Fergusonplc.com)
  • Financial news sources
  • Analyst reports

Disclaimers:

This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Ferguson Plc

Exchange NYSE
Headquaters Newport News, VA, United States
IPO Launch date 2010-01-05
CEO, President & Director Mr. Kevin M. Murphy
Sector Industrials
Industry Industrial Distribution
Full time employees 35000
Full time employees 35000

Ferguson Enterprises Inc. distributes plumbing and heating products in the United States and Canada. The company provides expertise, solutions, and products, including infrastructure, plumbing, appliances, fire, and fabrication, as well as heating, ventilation, and air conditioning (HVAC) to residential and non-residential customers. It also supplies specialist water and wastewater treatment products to residential, commercial, and infrastructure contractors, as well as supplies pipe, valves, and fittings solutions to industrial customers. In addition, it offers customized solutions, such as virtual design, fabrication, valve actuation, pre-assembly, kitting, installation, and project management services, as well as after-sales support that comprises warranty, credit, project-based billing, returns and maintenance, and repair and operations support. The company sells its products through a network of distribution centers, branches, counter service and specialist sales associates, showroom consultants, and e-commerce channels. Ferguson Enterprises Inc. was founded in 1953 and is headquartered in Newport News, Virginia.