Dividend compounder review

FERG

Ferguson Plc · NYSE · US

Industrials · Industrial Distribution

Score81.50/100
Confidence100.00/100
DecisionReject
RatingHigh Quality Watchlist Candidate
Scoring

Quality breakdown

Dividend Reliability 16.5 / 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 8.5 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years13
Dividend Yield1.56%
Payout Ratio33.3%
Dividend Cut 5YYes
Net Income$1.9B
Free Cash Flow$1.6B
FCF Covers DividendYes
Debt / Equity1.04
P/E22.6
Revenue Growth 5Y2.5%
Net Margin6.3%
ROE31.8%
Price vs Trend-3.9%
3Y Return60.5%
5Y Return82.6%
CurrencyUSD
Warnings

Review flags

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 0.89 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

FERG dividend payment 0.89 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

Dividend increased 7.2% Dividend Increase · Positive

Payment changed from 0.83 to 0.89.

FERG dividend payment 0.89 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

FERG dividend payment 0.83 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

FERG dividend payment 0.83 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

FERG dividend payment 0.83 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

Dividend increased 5.1% Dividend Increase · Positive

Payment changed from 0.79 to 0.83.

FERG dividend payment 0.83 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

FERG dividend payment 0.79 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

FERG dividend payment 0.79 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

FERG dividend payment 0.79 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

Dividend increased 5.3% Dividend Increase · Positive

Payment changed from 0.75 to 0.79.

FERG dividend payment 0.79 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

FERG dividend payment 0.75 USD Dividend Payment · Info

Recorded dividend payment for Ferguson Plc.

Dividend cut -60.7% Dividend Cut · Negative

Payment changed from 1.91 to 0.75.

Dividend increased 127.4% Dividend Increase · Positive

Payment changed from 0.84 to 1.91.

Dividend decreased -49.5% Dividend Decrease · Negative

Payment changed from 1.665 to 0.84.