Dividend compounder review

FERG

Ferguson Enterprises Inc. · LSE · GB

Industrials · Industrial Distribution

Score84.50/100
Confidence100.00/100
DecisionReject
RatingHigh Quality Watchlist Candidate
Scoring

Quality breakdown

Dividend Reliability 18.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 18.5 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 23.0 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 15.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 10.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years31
Dividend Yield1.59%
Payout Ratio33.3%
Dividend Cut 5YYes
Net Income£1.9B
Free Cash Flow£1.6B
FCF Covers DividendYes
Debt / Equity1.04
P/E22.4
Revenue Growth 5Y2.5%
Net Margin6.3%
ROE31.8%
Price vs Trend-5.2%
3Y Return41.3%
5Y Return70.0%
CurrencyGBP
Warnings

Review flags

Price currency GBP differs from financial currency USD.
Dividend cut or material annual decrease detected in the last five completed years.
Dividend diary

Activity record

FERG dividend review warning Warning · Warning

Dividend cut or material annual decrease detected in the last five completed years.

FERG dividend payment 66.38 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

FERG dividend payment 66.23 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

Dividend increased 5.6% Dividend Increase · Positive

Payment changed from 61.78 to 65.24.

FERG dividend payment 65.24 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

FERG dividend payment 61.78 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

FERG dividend payment 61.92 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

Dividend decreased -6.5% Dividend Decrease · Negative

Payment changed from 67.89 to 63.51.

FERG dividend payment 63.51 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

Dividend increased 13.1% Dividend Increase · Positive

Payment changed from 60 to 67.89.

FERG dividend payment 67.89 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

FERG dividend payment 60 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

FERG dividend payment 61 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

FERG dividend payment 63 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

FERG dividend payment 62 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

Dividend increased 7.0% Dividend Increase · Positive

Payment changed from 57 to 61.

FERG dividend payment 61 GBP Dividend Payment · Info

Recorded dividend payment for Ferguson Enterprises Inc..

Dividend cut -61.9% Dividend Cut · Negative

Payment changed from 160 to 61.

Dividend increased 148.2% Dividend Increase · Positive

Payment changed from 64.46 to 160.