Ferguson Plc (FERG)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $41.5B, Ferguson Plc's free cash flow of $1.6B (fiscal 2025) would need to grow about 8% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 3 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Ferguson Plc's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from FERG's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Ferguson Plc's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue | $28.6B | $29.7B | $29.6B | $30.8B |
| Net income | $2.1B | $1.9B | $1.7B | $1.9B |
| Free cash flow | $859M | $2.3B | $1.5B | $1.6B |
| EPS (diluted) | $9.69 | $9.12 | $8.53 | $9.32 |
| Operating margin | 9.9% | 8.9% | 8.9% | 8.5% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own FERG
From each investor's latest 13F filing (what a 13F shows). 11 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Seth Klarman Baupost Group |
Added | $344M | 6.4% | Q2 2026 |
| Steven Romick First Pacific Advisors |
Trimmed | $187M | 2.3% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Added | $156M | 0.26% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | $139M | 0.12% | Q2 2026 |
| Ric Dillon Diamond Hill Capital Management |
Trimmed | $113M | 0.90% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $103M | 0.04% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Added | $43M | 0.33% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $26M | 0.06% | Q2 2026 |
| Francois Rochon Giverny Capital Inc. |
Added | $9M | 0.30% | Q2 2026 |
| Wallace Weitz Weitz Investment Management |
Held | $1M | 0.08% | Q2 2026 |
| Ruane, Cunniff & Goldfarb Ruane, Cunniff & Goldfarb |
Held | $237,330 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by Ferguson Plc's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Dec 12, 2025 | Rick W. Allen |
0 | $224.24 | — |
| Dec 12, 2025 | Rick W. Allen |
0 | $224.24 | — |
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In the full deep dive
Questions
What growth does Ferguson Plc's stock price imply?
At a market value of $41.5B, Ferguson Plc would need its free cash flow to grow about 8% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 3 years its free cash flow grew 23% a year.
Are Ferguson Plc insiders buying the stock?
2 open-market insider purchases of FERG in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Ferguson Plc?
11 of the superinvestors Investingly tracks hold FERG in their latest 13F, including Seth Klarman, Steven Romick, Jean-Marie Eveillard.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.