Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$227.08
Open:$227.11
Day's Low:$225.14
Day's High:$229.35
Bid / Ask:-
Market Cap:44.10B
Enterprise Value:50.55B
52-Week Range
52-Week Low:$212.13
52-Week High:$271.64
Current position in 52-week range
52w Low-52w High
50-Day Avg:$226.70
200-Day Avg:$237.59
Volume
Volume Today:1,112,676
Avg Volume (3m):2,328,552
Avg Volume (10d):1,413,410
52-Week Change:-5.14%
vs S&P 500, 52 weeks:-
Beta:1.12
Valuation Multiples
P/E (trailing):22.44
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jul 31, 2025, more than 120 days ago.
P/E (forward):17.98
PEG Ratio:1.38
Price / Book:7.11
Price / Sales (TTM):1.40
EV / Revenue:1.61
EV / EBITDA:16.46
Dividends
Current yield:1.56%
Annual Dividend Rate:$3.56
Dividend Trailing:$4.25
Yield Trailing:1.87%
5-Year Avg Yield:1.73%
Payout Ratio:33.57%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):31.45B
Gross Profit:9.63B
EBITDA:3.07B
Net Income (TTM):1.99B
Rev Growth (YoY):+4.60%
Earnings Growth (YoY):+6.90%
Quarterly earnings growth (YoY):+5.00%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$10.16
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jul 31, 2025, more than 120 days ago.
EPS Forward (Est.):$12.68
Revenue Per Share:$162.18
Cash Per Share:-
Book Value:$32.05
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:437.00M
Total Debt:6.89B
Net Debt (Debt - Cash):6.45B
Debt / Equity:111.06%
Current Ratio:1.73
Quick Ratio:0.74
Cash Flows
Operating Cash Flow:1.65B
Free Cash Flow (FCF):-
FCF Yield (FCF / Market Cap):-
Enterprise Value:50.55B
EV / Revenue:1.61
EV / EBITDA:16.46
Profitability
ROE (Return on Equity):-
ROA (Return on Assets):-
P/E (trailing):22.44
P/E (forward):17.98
Price / Book:7.11
PEG Ratio:1.38
52-Week Change:-5.14%
S&P 500 change, 52 weeks:+15.79%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$10.16
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jul 31, 2025, more than 120 days ago.
EPS Forward (Est.):$12.68
P/E (forward):17.98
PEG Ratio:1.38
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$162.18
Cash Per Share:-
Book Value:$32.05
Cash Flows (TTM)
Free Cash Flow:-
Operating Cash Flow:1.65B
EBITDA:3.07B
Total Revenue (TTM):31.45B
Net Income (TTM):1.99B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:193,452,717
Float (free shares):192,949,740
Short interest (shares):7,035,895
Short % of float:-
Short Ratio (days to cover):4.90
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Ferguson Enterprises Inc. (FERG) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
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.
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Ferguson Enterprises Inc. (FERG): Quantitative Analysis
Ferguson Enterprises Inc. (FERG) — Industrials — Industrial Distribution. FERG is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, FERG has returned +4.0% against +14.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Oct 21, 2026.
FERG ranks 399 of 464 on today's multifactor score, and 58 of the 70 Industrials companies that score. Its strongest factor is value (Z -0.14, ranked 246 of 491); its weakest is momentum (Z -0.58, ranked 346 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Ferguson Enterprises's P/E (price over earnings per share for the last twelve months) is 22.4 at the Oct 21, 2026 close. That EPS is the 12-month figure from the market data provider (Yahoo Finance), not the SEC one. The median of the 75 Industrials companies with a P/E is 27.7, and the S&P 500's, 23.7: Ferguson Enterprises is below its sector median. Industrials stocks, company by company →
Where does Ferguson Enterprises rank on Quant500?
In the Oct 21, 2026 multi-factor ranking, Ferguson Enterprises ranks 399 of 464, and 58 of the 70 Industrials companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Ferguson Enterprises insiders bought or sold shares?
SEC Form 4 shows no open-market purchase of Ferguson Enterprises shares from August 2025 through Oct 21, 2026. The latest sale was on Oct 16, 2026, by an officer, for $252k. In total, from August 2025 through Oct 21, 2026: 0 purchases and 30 sales by directors, officers and large shareholders. All FERG insider trades →
Does Ferguson Enterprises pay a dividend?
Yes. Its dividend yield is 1.56% at the Oct 21, 2026 close (annual dividend of $3.56 per share). The latest recorded ex-dividend date is Aug 21, 2026.
What sector is Ferguson Enterprises in, and which index?
Ferguson Enterprises is classified in the Industrials sector (industry: Industrial Distribution), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 76 S&P 500 companies in that sector. Industrials stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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