The stock has been punished, margins are under pressure, and yet one investor just leaned in hard. Here’s what they may be seeing that the market is missing.
Ferguson (FERG) excels with strong EBIT growth, high ROIC, and sound finances, making it a top quality investment per the Caviar Cruise screening method.
Ferguson Enterprises (NYSE: FERG) has outperformed the market over the past 5 years by 3.11% on an annualized basis producing an average annual return of 17.84%. Currently, Ferguson Enterprises has a market capitalization of $45.15 billion.
Ferguson Enterprises's (NYSE: FERG) short interest as a percent of float has fallen 8.09% since its last report. According to exchange reported data, there are now 2.18 million shares sold short, which is 1.25% of all regular shares that are available for trading.
Home Depot (NYSE:HD) continues to demonstrate robust performance in a dynamic retail landscape, reporting a solid 4.9% increase in sales for the second quarter of fiscal 2025. This growth, bringing total sales to an impressive $45.3 billion, underpins the company's decision to reaffirm its full fiscal 2025
Ferguson Enterprises Inc. (FERG) reports strong Q4 and full fiscal year results, beating analyst estimates. Raised dividend and changed fiscal year-end.
Ferguson (FERG) Q4 earnings beat EPS estimates with $3.48 vs. $2.94 forecast. Revenue slightly missed at $8.50B. Stock rose 7.9% on strong profitability and margin growth.
Earnings misses, weak guidance, and downgrades drove large-cap decliners—led by Synopsys, Chewy, and The Trade Desk—while biotech trial updates and mixed analyst calls pressured others.
