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Upturn AI SWOT - About
Ferguson Plc (FERG)
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Upturn Advisory Summary
07/11/2025: FERG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
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
| 10 | Strong Buy |
| 5 | Buy |
| 8 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 36.03% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 44.27B USD | Price to earnings Ratio 27.54 | 1Y Target Price 229.2 |
Price to earnings Ratio 27.54 | 1Y Target Price 229.2 | ||
Volume (30-day avg) 24 | Beta 1.05 | 52 Weeks Range 145.44 - 226.63 | Updated Date 07/11/2025 |
52 Weeks Range 145.44 - 226.63 | Updated Date 07/11/2025 | ||
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 - | When - | Estimate - | Actual - |
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 27.54 | Forward PE 20.92 | Enterprise Value 49582430623 | Price to Sales(TTM) 1.47 |
Enterprise Value 49582430623 | Price to Sales(TTM) 1.47 | ||
Enterprise Value to Revenue 1.64 | Enterprise Value to EBITDA 17.34 | Shares Outstanding 200686000 | Shares Floating 196828082 |
Shares Outstanding 200686000 | Shares Floating 196828082 | ||
Percent Insiders 2.48 | Percent Institutions 95.99 |
Upturn AI SWOT
Ferguson Plc
Company Overview
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.
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 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
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
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
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.
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.
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