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Jr", "role": "COO", "code": "S", "shares": 3510.0, "price": 220.0, "value": 772200.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/2011641/000198402026000003/#live" }, { "txn_date": "2026-08-28", "insider_name": "Schlicher Jake", "role": "officer", "code": "S", "shares": 5177.0, "price": 230.92, "value": 1195472.8399999999, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/2011641/000198410026000003/" } ], "links": { "sec_filings": "https://www.sec.gov/edgar/browse/?CIK=0002011641", "sec_xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0002011641.json", "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002011641&type=4", "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002011641&type=8-K", "yahoo": "https://finance.yahoo.com/quote/FERG", "stooq": "https://stooq.com/q/d/?s=ferg.us", "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=FERG", "finviz": "https://finviz.com/quote.ashx?t=FERG", "stockanalysis": "https://stockanalysis.com/stocks/ferg/", "seeking_alpha": "https://seekingalpha.com/symbol/FERG", "openinsider": "http://openinsider.com/search?q=FERG", "google_news": "https://news.google.com/rss/search?q=FERG+stock" } }, "machine_readable": { "json": "https://theclaudetrader.com/s/FERG.json", "markdown": "https://theclaudetrader.com/s/FERG.md", "research_packet": "https://theclaudetrader.com/r/FERG.json", "index": "https://theclaudetrader.com/llms.txt" }, "dossier": null, "cite_as": "The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/FERG; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.", "fair_value_model": { "fair_value": 126.91, "fv_low": 81.99, "fv_high": 326.2, "fv_gap_pct": -44.1, "fv_verdict": "red", "fv_methods": 3, "fv_as_of": "2026-10-23", "fv_calculated_on": "2026-10-26", "fv_inputs_through": "2026-08-10", "fv_skipped": null, "unit": "per traded unit (share or ADS), same currency as the price", "methods": { "dcf": { "value": 126.91146431348456, "growth_used": 0.0, "fcf_avg": 1795333333.3333333, "inputs": { "fcf": { "value": 1795333333.3333333, "years": [ 2023, 2024, 2025 ], "by_year": [ 2282000000.0, 1501000000.0, 1603000000.0 ], "cfo": [ { "value": 2723000000.0, "tag": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "period_end": "2023-07-31", "accession": "0002011641-26-000006", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/" }, { "value": 1873000000.0, "tag": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "period_end": "2024-07-31", "accession": "0002011641-26-000006", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/" }, { "value": 1908000000.0, "tag": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "period_end": "2025-07-31", "accession": "0002011641-26-000006", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/" } ], "capex": [ { "value": 441000000.0, "tag": "SEC XBRL PaymentsToAcquireProductiveAssets (10-KT via companyfacts; capex fallback)", "period_end": "2023-07-31", "accession": "0002011641-26-000006", "filed": "2026-02-27", "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/" }, { "value": 372000000.0, "tag": "SEC XBRL PaymentsToAcquireProductiveAssets (10-KT via companyfacts; capex fallback)", "period_end": "2024-07-31", "accession": "0002011641-26-000006", "filed": "2026-02-27", "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/" }, { "value": 305000000.0, "tag": "SEC XBRL PaymentsToAcquireProductiveAssets (10-KT via companyfacts; capex fallback)", "period_end": "2025-07-31", "accession": "0002011641-26-000006", "filed": "2026-02-27", "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/" } ] }, "revenue_cagr_5y": null, "shares": { "value": 193452717.0, "tag": "SEC cover page 10-Q 0002011641-26-000040 (193,452,717 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ferg-20260630.htm", "period_end": "2026-08-03", "accession": "0002011641-26-000040", "filed": "2026-08-10", "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/R1.htm" } } }, "earnings": { "value": 326.2, "pe_used": 35.0, "pe_raw": 35.95355950546629, "pe_basis": "SIC 50 peer median excluding itself (4 peers)", "inputs": { "eps": { "fy": 2025, "value": 9.32, "tag": "SEC XBRL EarningsPerShareDiluted", "period_end": "2025-07-31", "accession": "0002011641-26-000006", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/", "value_reported": 9.32, "split_factor": 1.0 } } }, "graham": { "value": 81.98655989561007, "inputs": { "eps": { "fy": 2025, "value": 9.32, "tag": "SEC XBRL EarningsPerShareDiluted", "period_end": "2025-07-31", "accession": "0002011641-26-000006", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/", "value_reported": 9.32, "split_factor": 1.0 }, "bvps": { "value": 32.05434431815191, "equity": { "value": 6201000000.0, "tag": "SEC XBRL StockholdersEquity", "period_end": "2026-06-30", "accession": "0002011641-26-000040", "filed": null, "url": "https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/" }, "shares": 193452717.0 } } } }, "method_note": "Median of up to three methods from SEC filings: owner-earnings DCF (3-yr avg FCF, 10-yr two-stage, growth = min(5-yr revenue CAGR, 10%) fading to 2.5%, 9% discount), trailing EPS x SIC-peer median P/E (8-35), Graham number. Model estimate, not advice.", "discount_rate": 0.09, "terminal_growth": 0.025, "verdict_rule": "green: fair value more than 10% above price; red: more than 10% below; amber: within 10%", "page": "https://theclaudetrader.com/fair-value" } }