Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
Ferguson Plc (FERG)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/17/2025: FERG (3-star) is a SELL. SELL since 4 days. Simulated Profits (20.28%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $242
1 Year Target Price $242
| 10 | Strong Buy |
| 5 | Buy |
| 8 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 30.49% | Avg. Invested days 57 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 46.47B USD | Price to earnings Ratio 28.94 | 1Y Target Price 242 |
Price to earnings Ratio 28.94 | 1Y Target Price 242 | ||
Volume (30-day avg) 24 | Beta 1.08 | 52 Weeks Range 145.44 - 243.40 | Updated Date 09/17/2025 |
52 Weeks Range 145.44 - 243.40 | Updated Date 09/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 8 |
Earnings Date
Report Date 2025-09-16 | When - | Estimate 3.01 | Actual 3.48 |
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 28.94 | Forward PE 21.88 | Enterprise Value 50911947579 | Price to Sales(TTM) 1.54 |
Enterprise Value 50911947579 | Price to Sales(TTM) 1.54 | ||
Enterprise Value to Revenue 1.66 | Enterprise Value to EBITDA 17.05 | Shares Outstanding 200686000 | Shares Floating 196814279 |
Shares Outstanding 200686000 | Shares Floating 196814279 | ||
Percent Insiders 2.48 | Percent Institutions 95.94 |
Upturn AI SWOT
Ferguson Plc
Company Overview
History and Background
Founded in 1887 as a single branch in London, Ferguson Plc (formerly Wolseley Plc) has grown into a leading distributor of plumbing and heating products. Significant milestones include expanding into North America in the 1980s and diversifying product offerings. The company demerged its UK operations in 2021 and is now focused solely on North America.
Core Business Areas
- Residential Plumbing and HVAC: Distribution of plumbing supplies, heating, ventilation, and air conditioning equipment to residential contractors and homeowners.
- Commercial Plumbing and HVAC: Distribution of plumbing, HVAC, and fire protection products to commercial contractors for projects such as office buildings, hospitals, and schools.
- Industrial Piping: Distribution of pipes, valves, and fittings (PVF) for industrial applications, including manufacturing, energy, and infrastructure.
- Waterworks: Distribution of water and wastewater infrastructure products to municipalities and contractors.
Leadership and Structure
Kevin Murphy is the current CEO. Ferguson Plc operates with a decentralized structure, with regional operating companies responsible for sales and distribution within their respective markets. The board of directors provides overall governance and strategic direction.
Top Products and Market Share
Key Offerings
- Plumbing Supplies: Pipes, fittings, fixtures, and related products for plumbing systems. Ferguson has a significant market share in this segment but specific numbers vary by region. Competitors include Winsupply, Watsco and Hajoca Corporation. These products generates the most revenue.
- HVAC Equipment: Air conditioners, furnaces, heat pumps, and ventilation systems. Market share is substantial, driven by partnerships with leading manufacturers. Competitors are Watsco and Hajoca Corporation.
- Pipes, Valves, and Fittings (PVF): A range of PVF products for industrial and commercial applications. Ferguson benefits from long-standing relationships with suppliers and customers. Competitors include MRC Global and DistributionNOW.
Market Dynamics
Industry Overview
The distribution industry is fragmented, with a mix of national, regional, and local players. Demand is driven by new construction, renovation activity, and infrastructure investment. The industry is undergoing digital transformation, with e-commerce and data analytics playing an increasingly important role.
Positioning
Ferguson Plc is a leading player in the distribution industry, with a strong reputation for product breadth, service quality, and geographic reach. Its competitive advantages include a large distribution network, strong supplier relationships, and a focus on value-added services.
Total Addressable Market (TAM)
The total addressable market for Ferguson Plc's products and services is estimated to be hundreds of billions of dollars. Ferguson is well-positioned to capture a significant share of this market due to its size, scale, and market presence.
Upturn SWOT Analysis
Strengths
- Large distribution network
- Strong supplier relationships
- Broad product offering
- Excellent customer service
- Strong financial performance
Weaknesses
- Exposure to cyclical construction markets
- Dependence on key suppliers
- Potential for price competition
- Integration risks from acquisitions
Opportunities
- Expanding into new geographic markets
- Increasing market share through acquisitions
- Developing new value-added services
- Leveraging digital technology to improve efficiency
- Benefit from Inflation Reduction Act spending on infrastructure
Threats
- Economic downturns
- Rising interest rates
- Supply chain disruptions
- Increasing competition
- Changes in regulations
Competitors and Market Share
Key Competitors
- WTSCO
- FAST
- GWW
Competitive Landscape
Ferguson Plc's competitive advantages include its scale, product breadth, and customer service. Its disadvantages include exposure to cyclical markets and potential for price competition.
Major Acquisitions
Columbia Pipe & Supply Co.
- Year: 2021
- Acquisition Price (USD millions): 290
- Strategic Rationale: Expanding Fergusonu2019s reach in the waterworks industry.
Growth Trajectory and Initiatives
Historical Growth: Ferguson Plc has experienced consistent revenue growth over the past decade, driven by organic growth and acquisitions.
Future Projections: Analyst estimates suggest that Ferguson Plc will continue to grow at a steady pace in the coming years, fueled by infrastructure spending and renovation activity.
Recent Initiatives: Recent strategic initiatives include expanding into new markets, investing in digital technology, and acquiring complementary businesses.
Summary
Ferguson Plc is a strong and well-established company in the distribution industry with significant scale and market presence. The company benefits from a diversified product portfolio and a focus on customer service. However, Ferguson Plc is exposed to cyclical markets and faces increasing competition. While they should continue to invest in digital technology and consider strategic acquisitions, they need to watch out for economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC), Analyst Reports, Industry Associations
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data can be delayed. Consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.