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Ferguson Enterprises FERG

equity

Price History

$21.12$103.32$185.51$267.71
2010-01 · DCA start$23.44

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-42.6%-28.4%-14.2%0.0%
2010-012026-08 · -8.4%

Worst drawdown: −43%, peaking Dec 2021 and bottoming Sep 2022 — 24 months below the prior high before recovering.

DCA Backtest

Invested
$20,000
Value today
$74,431
Return
+272.2%
Months invested
200

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $25,890 today, so the real (inflation-adjusted) return is +187.5%.

Lump sum instead — $20,000 all at once in Jan 2010: $209,176 (+945.9%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Apr 2026): $508.02 on $500 invested (+1.6%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2010-01: +272.2%

About Ferguson Enterprises

Ferguson Enterprises Inc., headquartered in Newport News, Virginia and organized in Delaware, is the largest U.S. distributor of plumbing, heating, ventilation and air conditioning (HVAC), appliances, and lighting to pipes, valves and fittings (PVF), and water and wastewater products. The company receives 95% of its revenue in the United States and 5% of its revenue in Canada. The company has 37,000 suppliers and operates from 11 regional distribution centers, four MDCs, approximately 5,900 fleet vehicles, and 1,746 branches. (Wikipedia)

It's a listed company categorised under industrials and building products, with a market cap of about $47.4B.

It rates Medium-Low Risk at 2.2/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: leverage / financial (3.0/5) and market / volatility (2.7/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.2/5)80% rated

How these ratings work

Market / Volatility2.7/5 · weight 20%
  • Annualised volatility (3yr)3/532.2
  • Max drawdown from ATH2/542.6
  • Beta vs S&P 5003/51.1
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5320.1m
  • Float % of shares outstandingnot yet researched
Leverage / Financial3.0/5 · weight 20%
  • Debt / equity3/50.79
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality2.0/5 · weight 15%
  • 3yr EPS volatility2/511.1
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.