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Ferguson Plc (FERG)
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Upturn Advisory Summary
12/10/2025: FERG (2-star) is currently NOT-A-BUY. Pass it for now.
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 $259.5
1 Year Target Price $259.5
| 10 | Strong Buy |
| 5 | Buy |
| 8 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 30.66% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 46.44B USD | Price to earnings Ratio 23.41 | 1Y Target Price 259.5 |
Price to earnings Ratio 23.41 | 1Y Target Price 259.5 | ||
Volume (30-day avg) 24 | Beta 1.13 | 52 Weeks Range 144.90 - 256.93 | Updated Date 12/11/2025 |
52 Weeks Range 144.90 - 256.93 | Updated Date 12/11/2025 | ||
Dividends yield (FY) 1.47% | Basic EPS (TTM) 9.88 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date 2025-12-09 | When Before Market | Estimate 2.75 | Actual 2.84 |
Profitability
Profit Margin 6.28% | Operating Margin (TTM) 9.44% |
Management Effectiveness
Return on Assets (TTM) 9.78% | Return on Equity (TTM) 33.4% |
Valuation
Trailing PE 23.41 | Forward PE 20.83 | Enterprise Value 51912796553 | Price to Sales(TTM) 1.49 |
Enterprise Value 51912796553 | Price to Sales(TTM) 1.49 | ||
Enterprise Value to Revenue 1.67 | Enterprise Value to EBITDA 16.87 | Shares Outstanding 200686480 | Shares Floating 195211152 |
Shares Outstanding 200686480 | Shares Floating 195211152 | ||
Percent Insiders 1.79 | Percent Institutions 95.23 |
Upturn AI SWOT
Ferguson Plc
Company Overview
History and Background
Ferguson Plc, formerly Wolseley plc, was founded in 1887 in the UK. Initially a sheep-shearing business, it evolved into a building materials distributor, expanding globally through acquisitions and organic growth.
Core Business Areas
- Residential: Supplies plumbing, HVAC, and building products for residential construction and renovation.
- Commercial: Distributes products for commercial building projects, including plumbing, HVAC, fire protection, and mechanical systems.
- Industrial: Provides products and services for industrial applications, such as pipes, valves, fittings, and automation equipment.
- Waterworks: Distributes water and wastewater infrastructure products.
Leadership and Structure
Ferguson Plc is led by CEO Kevin Murphy. The organizational structure includes business units focused on different customer segments and product categories. The company operates under a decentralized model, empowering local teams to serve their markets effectively.
Top Products and Market Share
Key Offerings
- Plumbing Supplies: A broad range of plumbing products, including pipes, fittings, fixtures, and tools. Competitors include Watsco (WSO), HD Supply (HDST) (now Home Depot), and independent distributors. Market share is significant in North America.
- HVAC Equipment: Heating, ventilation, and air conditioning equipment, including furnaces, air conditioners, and ductwork. Competitors include Watsco (WSO), Carrier (CARR) and Trane Technologies (TT). Strong market presence in the US.
- Pipes, Valves & Fittings (PVF): A comprehensive selection of PVF products for industrial and commercial applications. Competitors include MRC Global (MRC), DistributionNOW (DNOW) and other specialized distributors. Significant market share, particularly in the US.
Market Dynamics
Industry Overview
The building materials distribution industry is driven by construction activity, infrastructure spending, and economic growth. It is fragmented, with a mix of large national players and smaller regional distributors.
Positioning
Ferguson Plc is a leading distributor in North America, known for its broad product offering, extensive branch network, and value-added services. Its competitive advantages include its scale, supply chain expertise, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for Ferguson's products and services is estimated to be in the hundreds of billions of dollars annually in North America alone. Ferguson is well-positioned to capture a significant portion of this market due to its leading position and broad product offering.
Upturn SWOT Analysis
Strengths
- Leading market position in North America
- Extensive branch network
- Strong supply chain and distribution capabilities
- Broad product offering
- Strong customer relationships
Weaknesses
- Exposure to cyclical construction markets
- Dependence on acquisitions for growth
- Potential for integration challenges with acquired companies
- Vulnerability to economic downturns
Opportunities
- Continued growth in the US residential and commercial construction markets
- Expansion into new geographies and product categories
- Increased infrastructure spending in the US
- Adoption of digital technologies to improve efficiency and customer service
Threats
- Economic downturns
- Rising interest rates
- Supply chain disruptions
- Increased competition from online retailers
- Fluctuations in raw material prices
Competitors and Market Share
Key Competitors
- WSO
- HD
- FAST
Competitive Landscape
Ferguson Plc has a significant advantage due to its scale and extensive network. However, competitors like Watsco (WSO) have strong positions in specific product categories. The competitive landscape is evolving, with online retailers also posing a threat.
Major Acquisitions
Blackman Plumbing Supply
- Year: 2021
- Acquisition Price (USD millions): 275
- Strategic Rationale: Expanded Ferguson's presence in the New York metropolitan area.
Growth Trajectory and Initiatives
Historical Growth: Ferguson has grown significantly through acquisitions and organic growth, particularly in the US market. The company has focused on expanding its product offering and geographic reach.
Future Projections: Analysts expect Ferguson to continue to grow its revenue and earnings in the coming years, driven by growth in the US construction market and the company's strategic initiatives.
Recent Initiatives: Recent initiatives include expanding its e-commerce capabilities, investing in supply chain improvements, and acquiring complementary businesses.
Summary
Ferguson PLC is a strong player in the building materials distribution market, particularly in North America. Their extensive network, broad product offering, and strategic acquisitions contribute to their success. However, they face challenges from economic cycles and increased competition, requiring them to focus on efficiency and innovation to maintain their leading position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Ferguson PLC Investor Relations
- Market Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market share data is estimated and may vary. Financial data is subject to change and should be verified through official filings.
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. operates as a distributor serving the water and air specialized professional in the United States and Canada. The company provides various products and services, including plumbing; pipe, valves, and fittings; heating, ventilation, and air conditioning; appliances; lighting; and water and wastewater solutions to residential and non-residential customers. It also supplies specialized 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 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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