A Look At Ferguson Enterprises (FERG) Valuation As Fresh Coverage And Q1 2026 Results Approach

Simply Wall St.17:05

Ferguson Enterprises (FERG) is drawing fresh attention as investors look ahead to its first quarter results on May 5, 2026, alongside renewed coverage highlighting its scale in U.S. plumbing and HVAC ...

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The 1 year total shareholder return sits at 57.95%, indicating that recent gains build on a...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1165135440.EUR":"BNP Paribas Aqua Classic Cap EUR","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1721427968.SGD":"BNP PARIBAS AQUA \"CRH\" (SGDHDG) INC","FERG":"Ferguson Plc.","LU2125910179.SGD":"Natixis Thematics Water H-R/A SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1543694498.USD":"法巴水资源基金RH MD Dis","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4104":"贸易公司与经销商","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2125910336.SGD":"Natixis Thematics Water R/A SGD","LU2089279066.USD":"ALLIANZ GLOBAL WATER \"AT\" (USD) ACC","LU1923621640.USD":"Natixis Thematics Water R/A USD","LU2229751404.USD":"ALLIANZ GLOBAL WATER \"AT3\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2240825500.USD":"AZ EQUITY - WATER & RENEWABLE RESOURCES \"A-AZ\" (USD) ACC"},"translate_title":"随着新报道和2026年第一季度业绩的临近，弗格森企业(FERG)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FERG":1.5,"DCF":1},"content_text":"Ferguson Enterprises (FERG) is drawing fresh attention as investors look ahead to its first quarter results on May 5, 2026, alongside renewed coverage highlighting its scale in U.S. plumbing and HVAC distribution. See our latest analysis for Ferguson Enterprises. The share price has recently picked up momentum, with a 30 day share price return of 15.19% and year to date share price return of 17.14%. The 1 year total shareholder return sits at 57.95%, indicating that recent gains build on a much stronger multi year performance. If Ferguson’s recent run has you thinking about where else strong trends could emerge, it may be worth scanning 33 power grid technology and infrastructure stocks With the shares up strongly over 1 year and trading close to the average analyst price target, the key question now is whether Ferguson still offers value or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 4.4% Undervalued Ferguson’s most followed narrative points to a fair value of about $275.82 versus the last close at $263.59, framing a modest undervaluation built on medium term growth and margin assumptions.  Ferguson's strategic investments in its HVAC business, including geographic expansion and acquisitions, are expected to drive revenue growth. The focus on dual trade conversions and the private label HVAC line, Durastar, aims to capture market share in a fragmented industry and positively impact future revenue and earnings.  Read the complete narrative. Curious what kind of revenue path and profit margins are baked into that fair value, and how much multiple compression is already assumed. The full narrative lays out a detailed earnings and buyback playbook that the current price only partly reflects. Result: Fair Value of $275.82 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, recent commentary still flags softer residential demand and commodity-led deflation as possible pressure points that could challenge the current fair value story. Find out about the key risks to this Ferguson Enterprises narrative. Another View: DCF Sends a Different Signal While the popular narrative points to a fair value of $275.82 and a 4.4% undervaluation, the Simply Wall St DCF model tells a different story. On that measure, Ferguson’s estimated future cash flow value sits at $230.14, which makes the recent $263.59 share price look overvalued instead. This kind of gap between earnings based targets and cash flow based value can reflect different views on how durable margins and growth will be. It is worth asking which set of assumptions you find more realistic for the next few years. Look into how the SWS DCF model arrives at its fair value. FERG Discounted Cash Flow as at Apr 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Ferguson Enterprises for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 56 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps Mixed messages on value and growth are exactly when your own judgment matters most. Review the underlying data, weigh both sides, and check the 2 key rewards and 1 important warning sign. Looking for more investment ideas? If Ferguson is already on your radar, do not stop there. Use the screener to uncover other stocks that might fit your goals before the market moves on.  Target potential mispricing by scanning 56 high quality undervalued stocks that pair quality fundamentals with prices that may not fully reflect their underlying strength. Prioritise resilience by focusing on 72 resilient stocks with low risk scores that aim to limit downside when markets become more volatile. Hunt for underfollowed opportunities by reviewing the screener containing 24 high quality undiscovered gems that most investors may not be watching yet.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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