FERG logo

Ferguson Enterprises Inc. Stock Price

NYSE:FERG Community·US$46.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author

FERG Share Price Performance

US$237.28
22.28 (10.36%)
US$284.57
Fair Value
US$237.28
22.28 (10.36%)
16.6% undervalued intrinsic discount
US$284.57
Fair Value
Price US$237.28
AnalystConsensusTarget US$284.57
AnalystLowTarget US$207.12
AnalystHighTarget US$300.00

FERG Community Narratives

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Fair Value US$284.57 16.6% undervalued intrinsic discount

Organic Share Gains And Non-Residential Strength Will Support Upside Momentum

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Fair Value US$207.12 14.6% overvalued intrinsic discount

Data Center And Housing Tailwinds Will Shape A Balanced Long Term Outlook

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Fair Value US$300 20.9% undervalued intrinsic discount

Bullish View Expects Data Center And Waterworks Expansion Will Reshape Long Term Prospects

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US$300
20.9% undervalued intrinsic discount
Revenue
7.42% p.a.
Profit Margin
6.69%
Future PE
27.43x
Price in 2029
US$380.48
US$207.12
14.6% overvalued intrinsic discount
Revenue
4.28% p.a.
Profit Margin
6.78%
Future PE
20.03x
Price in 2028
US$262.35

Trending Discussion

Updated Narratives

FERG logo

FERG: Concentrated NYSE Listing And Buybacks Will Support Future Earnings Power

Fair Value: US$284.57 16.6% undervalued intrinsic discount
13 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FERG logo

Bullish View Expects Data Center And Waterworks Expansion Will Reshape Long Term Prospects

Fair Value: US$300 20.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FERG logo

Data Center And Housing Tailwinds Will Shape A Balanced Long Term Outlook

Fair Value: US$207.12 14.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Outstanding track record with adequate balance sheet and pays a dividend.

2 Risks
4 Rewards

Ferguson Enterprises Inc. Key Details

US$31.1b

Revenue

US$21.5b

Cost of Revenue

US$9.5b

Gross Profit

US$7.6b

Other Expenses

US$2.0b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 10, 2026
10.08
30.70%
6.30%
70.3%
View Full Analysis

About FERG

Founded
1953
Employees
35000
CEO
Kevin Murphy
WebsiteView website
www.corporate.ferguson.com

Ferguson Enterprises Inc. distributes essential water and air solutions to 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.

Recent FERG News & Updates

Analysis Article Jun 21

Ferguson Enterprises (FERG) Stock Could Be 16.2% Undervalued After London Delisting News

London Delisting and Data Center Exposure Put Ferguson Enterprises (FERG) in Focus Ferguson Enterprises (FERG) has drawn attention after announcing the planned cancellation of its secondary London listing and highlighting growing involvement in AI driven data center infrastructure projects. See our latest analysis for Ferguson Enterprises. Recent announcements around the London delisting, a new $0.89 per share dividend and Ferguson Enterprises' growing role in AI focused data center projects...
Seeking Alpha Jun 20

Ferguson Enterprises: Attractive Model But A Muted Macro Environment

Summary Ferguson Enterprises is rated a hold, with shares fairly valued at $235–$240 amid strong execution but limited upside. FERG’s bolt-on M&A strategy and product breadth drive margin expansion and market share gains, offsetting residential construction weakness. Nonresidential growth, especially from data centers, supports revenue, while residential markets remain sluggish due to high rates and affordability. FERG’s strong balance sheet, robust free cash flow, and ongoing buybacks provide capital return flexibility, but valuation remains the main constraint. Read the full article on Seeking Alpha
Narrative Update Jun 18

FERG: Concentrated NYSE Listing And Buybacks Will Support Future Earnings Power

Analysts have adjusted their view on Ferguson Enterprises with a modest change in the implied price target. This reflects updated assumptions on the discount rate and future P/E, and incorporates mixed recent research that includes both raises and cuts to the stock's target, with moves closer to $10 and shifts of around $25.

Recent updates

No updates