SuperworthFerguson plc FERG
Industrial - Distribution, Industrials
$215.06
−3.70%
- Market cap
- $41.6B
- PE
- 20.6×
- 10y median 19.6×
- Forward PE
- Price to sales
- 1.3×
- EV/EBIT
- 16.4×
- Revenue, 12 months
- $31.9B
- Net margin
- 6.4%
- Free cash flow yield
- 3.0%
Ferguson trades at 20.6× trailing earnings, near its ten-year median. Revenue was $31.9B over the last twelve months with a 6% net margin.
Charts
Financials
| Income statement | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q3 FY25 | Q4 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $7.7B | $6.7B | $7.3B | $7.9B | $7.8B+1% | $6.9B+3% | $7.2B−1% | $7.6B | $8.4B | $8.5B | $8.2B | $7.5B | $7.5B | $8.8B+3% | |
| Cost of revenue | $5.4B | $4.6B | $5.1B | $5.5B | $5.4B+1% | $4.8B+4% | $5B−2% | $5.3B | $5.8B | $5.8B | $5.7B | $5.3B | $5.2B | $6B+4% |
| Gross profit | $2.3B | $2B | $2.2B | $2.5B | $2.3B+0% | $2B+1% | $2.2B−1% | $2.4B | $2.6B | $2.7B | $2.5B | $2.2B | $2.3B | $2.7B+1% |
| SG&A | $1.5B | $1.5B | $1.5B | $1.6B | $1.6B+5% | $1.5B+5% | $1.6B+4% | $1.6B | $1.6B | $1.7B | $1.6B | $1.6B | $1.6B | $1.7B+3% |
| $739M | $477M | $625M | $811M | $665M−10% | $410M−14% | $507M−19% | $606M | $842M | $925M | $771M | $596M | $612M | $893M−4% | |
| Interest expense | $45M | $44M | $43M | $47M | $46M+2% | $48M+9% | — | $46M | — | $50M | $46M | $48M | $45M | $52M+4% |
| Pre-tax income | $691M | $433M | $581M | $759M | $624M−10% | $370M−15% | $469M−19% | $557M | $790M | $872M | $712M | $534M | $560M | $846M−3% |
| $172M | $111M | $138M | $308M | $154M−11% | $94M−15% | $124M−10% | $147M | $156M | $172M | $142M | $145M | $146M | $180M+5% | |
| Net income | $519M | $322M | $443M | $451M | $470M−9% | $276M−14% | $345M−22% | $410M | $634M | $700M | $570M | $389M | $414M | $666M−5% |
| $2.54 | $1.58 | $2.18 | $2.23 | $2.34−8% | $1.38−13% | $1.73−21% | $2.07 | $3.21 | $3.54 | $2.90 | $1.99 | $2.13 | $3.43−3% | |
| 204.6M | 203.9M | 203.2M | 202.3M | 201.3M−2% | 199.8M−2% | 199M−2% | 198.5M | 197.5M | 199.2M | 196.6M | 195.9M | 194.8M | 194M−3% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Industrials within ten times Ferguson's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| FERGFerguson plc | $41.6B | 20.6× | 19.6× | 1.3× | +1% | 6.4% | |
| HEIHEICO Corporation | $41.3B | 49.2× | 59.3× | 8.0× | +21% | 16.4% | |
| LHXL3Harris Technologies, Inc. | $43.5B | 23.6× | 30.1× | — | +83% | — | |
| WCNWaste Connections, Inc. | $39.1B | 37.3× | 51.4× | 4.0× | +6% | 10.9% | |
| CARRCarrier Global Corporation | $45.3B | 38.2× | 18.8× | 2.1× | −2% | 5.5% | |
| ODFLOld Dominion Freight Line, Inc. | $36.4B | 33.8× | 29.9× | 6.5× | −1% | 19.4% | |
| WABWestinghouse Air Brake Technologies Corporation | $47.7B | 38.0× | 30.5× | 4.0× | +13% | 10.6% | |
| PAYXPaychex, Inc. | $36.1B | 20.1× | 28.3× | 5.5× | +14% | 27.4% | |
| UALUnited Airlines Holdings, Inc. | $35.8B | 10.3× | 9.4× | 0.6× | +8% | 5.6% | |
| ROKRockwell Automation, Inc. | $49.1B | 41.4× | 30.9× | 5.5× | +11% | 13.4% | |
| EMEEMCOR Group, Inc. | $34.6B | 24.4× | 20.3× | 1.9× | +19% | 7.7% | |
| Peer median | $40.2B | 35.6× | 30.0× | 4.0× | +12% | 10.9% |
About
- Industry
- Industrial - Distribution
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .