DNOW Inc.

NYSE:DNOW Rapport sur les actions

Capitalisation boursière : US$2.4b

DNOW Croissance future

Future contrôle des critères 4/6

DNOW devrait augmenter ses bénéfices et ses revenus de 74.8% et de 12.8% par an respectivement, tandis que le BPA devrait croître de croître de 80.2% par an.

Informations clés

74.8%

Taux de croissance des bénéfices

80.19%

Taux de croissance du BPA

Trade Distributors croissance des bénéfices14.6%
Taux de croissance des recettes12.8%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour13 May 2026

Mises à jour récentes de la croissance future

Article d’analyse Aug 09

DNOW Inc. Just Recorded A 9.5% EPS Beat: Here's What Analysts Are Forecasting Next

NYSE:DNOW 1 Year Share Price vs Fair Value Explore DNOW's Fair Values from the Community and select yours DNOW Inc...

Recent updates

Mise à jour du récit May 10

DNOW: Transitory ERP Fixes And Ongoing Buybacks Will Support Future Upside

Analysts have revised their price target on DNOW to $16, reduced from $18, citing ongoing ERP issues. They expect these issues to be temporary but still significant enough in the near term to justify more conservative estimates.
Mise à jour du récit Apr 25

DNOW: Transitory ERP Issues And Completed Buyback Will Support Future Upside

Analysts have trimmed their price target on DNOW to $16, a $2 reduction, as they factor in lingering ERP related risks that they continue to view as temporary. Analyst Commentary Recent research reflects a more cautious stance on DNOW, with the price target reset to $16 as ERP related risks are built into forecasts.
Seeking Alpha Apr 16

DNOW: Positioned For Growth Amid Integration And Energy Cycle Recovery

Summary Rewey Asset Management initiated a position in DNOW, a distributor of energy and industrial products. We bought shares following the sharp sell-off after DNOW Inc. reported 4Q25 earnings. DNOW targets $70 million in cost synergies, an 8% EBITDA margin by 2028, and aims for a net debt-free position by year-end 2026. With shares at $11.91 and a price target of $17, key catalysts include synergy delivery, cross-selling, M&A, debt reduction, and share repurchases. Read the full article on Seeking Alpha
Mise à jour du récit Apr 09

DNOW: Transitory ERP Cleanup And Completed Buyback Will Drive Future Upside

Analysts have trimmed their price target on DNOW to $16 from $18, citing lingering ERP related risks that are reflected in slightly higher discount rate and P/E assumptions, while still viewing these operational issues as temporary. Analyst Commentary Bullish Takeaways Bullish analysts view the reduced US$16 price target as still consistent with the idea that current ERP-related disruptions are temporary and not a structural change to DNOW's business model.
Mise à jour du récit Mar 25

DNOW: Transitory ERP Issues And Completed Buyback Will Support Future Upside

Narrative Update Analysts have reduced their price target on DNOW to $16 from $18, citing lingering ERP-related risks that they expect to be temporary. Analyst Commentary Bullish and bearish analysts are responding differently to the recent ERP related headlines, and that split is showing up in how they talk about DNOW's risk and reward trade off around the revised US$16 price target.
Mise à jour du récit Mar 11

DNOW: ERP Issues Will Ease And Buybacks Will Support Upside

Narrative Update on DNOW The consensus analyst price target for DNOW has moved down by $2 to $16, as analysts factor in higher risk from lingering ERP issues while still viewing these challenges as likely temporary. Analyst Commentary Recent Street research reflects a more cautious stance on DNOW, with the consensus target moving to $16 as ERP related execution risk is worked into models.
Mise à jour du récit Feb 23

DNOW: ERP Issues Will Resolve And Share Repurchases Will Support Upside

Analysts have trimmed their price target on DNOW to $16 from $17 and point to lingering ERP related risks as the key reason for the reset, even as they expect these operational issues to be temporary. Analyst Commentary Bullish Takeaways Bullish analysts view the ERP issues as temporary, suggesting that longer term execution and customer service metrics could stabilise once the system is fully embedded.
Article d’analyse Feb 07

Investors Appear Satisfied With DNOW Inc.'s (NYSE:DNOW) Prospects As Shares Rocket 28%

DNOW Inc. ( NYSE:DNOW ) shareholders have had their patience rewarded with a 28% share price jump in the last month...
Article d’analyse Sep 10

Many Still Looking Away From DNOW Inc. (NYSE:DNOW)

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Mise à jour du récit Aug 18

Whitco Acquisition And Energy Evolution Focus To Boost Growth Amid Shrinking Margins And Market Challenges

The consensus price target for DNOW has been raised from $15.00 to $17.00, primarily reflecting improvements in net profit margin and higher revenue growth forecasts. What's in the News Special/Extraordinary Shareholders Meeting scheduled at Houston headquarters.
Article d’analyse Aug 09

DNOW Inc. Just Recorded A 9.5% EPS Beat: Here's What Analysts Are Forecasting Next

NYSE:DNOW 1 Year Share Price vs Fair Value Explore DNOW's Fair Values from the Community and select yours DNOW Inc...
Article d’analyse Jun 30

Is It Time To Consider Buying DNOW Inc. (NYSE:DNOW)?

While DNOW Inc. ( NYSE:DNOW ) might not have the largest market cap around , it saw a decent share price growth of 12...
Article d’analyse May 15

We Think You Can Look Beyond DNOW's (NYSE:DNOW) Lackluster Earnings

Investors were disappointed with the weak earnings posted by DNOW Inc. ( NYSE:DNOW ). However, our analysis suggests...
Article d’analyse Apr 28

DNOW Inc.'s (NYSE:DNOW) P/E Still Appears To Be Reasonable

With a price-to-earnings (or "P/E") ratio of 21.9x DNOW Inc. ( NYSE:DNOW ) may be sending bearish signals at the...
Article d’analyse Apr 07

DNOW (NYSE:DNOW) Is Looking To Continue Growing Its Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Seeking Alpha Mar 16

DNOW: Flat Growth Still Does Not Warrant A Buy

Summary DNOW's topline saw slight growth in late 2024, mainly due to the U.S. segment, but overall growth remains pressured by weak international performance. Adjusted EBITDA margin stayed flat at 7.9%, with EPS beating estimates at $0.25. Consolidated topline growth is expected to be impacted by short-term headwinds including a softer demand environment, lower upstream customer spending, and project delays in international business. Volume pressure should impact margin in 2025, despite the expected gains from cost control initiatives. I am maintaining my neutral view due to the unfavorable outlook in the short-term. Read the full article on Seeking Alpha
Seeking Alpha Nov 16

DNOW Inc: Not Really Attractive At This Stage As Growth Is Slowing Down.

Summary DNOW Inc. faces near-term headwinds with declining topline in Canada and International segments. Despite positive long-term prospects in midstream and energy transition projects, the company's topline growth, particularly in its core U.S. segment, is expected to be under pressure from reduced customer activities. Given the weak near-term outlook and expected revenue and margin pressures, I am downgrading DNOW Inc. to a HOLD rating for now, despite favorable long-term growth potential. Read the full article on Seeking Alpha
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Nouveau récit Sep 14

Whitco Acquisition And Energy Evolution Focus To Boost Growth Amid Shrinking Margins And Market Challenges

Expansion through acquisition and increasing demand for midstream services highlight a strategic push into new markets and upgrading infrastructure for better supply chain capabilities.
Seeking Alpha Aug 21

DNOW Inc.: A Diversified Approach Will Offset The Near-Term Sluggishness

Summary DNOW has a strong base with cash flow growth in 2024, strong liquidity, and reasonable valuation compared to peers. The company focuses on expanding revenue bases in traditional and non-traditional operations, with opportunities in various sectors and international markets. DNOW aims to strengthen market share through industrial offerings, with key strategies in actuated valves, PVF products, and digital initiatives. Read the full article on Seeking Alpha
Seeking Alpha May 23

DNOW: Good Long Term Driven By Energy Transition Projects

Summary DNOW Inc's Canada segment saw a double-digit decline in Q1 2024 due to unfavorable weather events, but delayed projects are expected to drive sales in the future. The U.S. segment remains strong, and the addition of Whitco Supply should boost the company's overall revenue in 2024. DNOW's long-term margin outlook is promising, with expected volume growth and a focus on operational efficiencies and margin expansion. The company's stock is available at an attractive discount to its historical levels. Read the full article on Seeking Alpha
Seeking Alpha Feb 21

DNOW: An Attractive Valuation With Strong Financials And Outlook

Summary DNOW Inc. experienced reduced sales in the Canada segment, but overall revenue grew by 8.7% in FY23. Near-term weakness is expected in the U.S. and Canada segments, but strength in the International segment will support revenue growth in FY24. DNOW's focus on capitalizing on increasing projects and pursuing M&As with higher profitability and a discounted valuation makes it an attractive buying opportunity with good long-term prospects. Read the full article on Seeking Alpha
Seeking Alpha Nov 08

NOW Inc.: Steady Drivers But Lacks A Punch In The Short Term

Summary DNOW continues to invest in supercenters and has won large project awards in various sectors, indicating potential growth opportunities. Near-term outlook is affected by customer budget exhaustion and fewer business days, but cash flow growth in 2023 improves financial strength. Iron and steel prices have decreased, which could ease DNOW's margin, but the rate of decline has slowed. Overall, the stock appears reasonably valued. Read the full article on Seeking Alpha
Seeking Alpha Aug 07

NOW Inc.: Project Additions Offset The Industry Slackness (Rating Downgrade)

Summary NOW Inc. focuses on technological improvement, ESG initiatives, and midstream project execution to insulate itself from energy sector volatility. Slower energy market activity and the recent uptrend in input cost may depress its growth and operating margin. DNOW's cash flows have improved significantly, and the stock appears reasonably valued, making it a good option for holding for modest gains. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

NOW Q4 2022 Earnings Preview

NOW (NYSE:DNOW) is scheduled to announce Q4 earnings results on Thursday, February 16th, before market open. The consensus EPS Estimate is $0.21 (+200.0% Y/Y) and the consensus Revenue Estimate is $530.77M (+22.9% Y/Y). Over the last 2 years, DNOW has beaten EPS estimates 88% of the time and has beaten revenue estimates 100% of the time.
Seeking Alpha Nov 09

NOW Inc.: A Combination Of Pipeline And Clear Energy Projects Will Fuel Its Low Relative Valuation

Summary Higher demand in crude pipeline transfer, chemical injection applications, and water transfer can benefit NOW in the short-to-medium term. Along with the traditional MRO and PVF sales, NOW sees prospects in carbon capture and DigitalNOW projects. Despite negative cash flows, robust liquidity will allow shareholders' returns through share repurchase. I believe the stock is relatively undervalued at this level. DNOW Is Still Attractive I discussed NOW Inc.'s (DNOW) strengths and weaknesses in detail in my previous article. Despite the short-term weakness in the economy, demand is rising in crude pipeline transfer, chemical injection applications, and water transfer projects. Its performance in Canada has been impressive, given the renewed interest in oil sands, midstream valves, and artificial lift projects. It also focused on alternative energy services, including carbon capture projects in the US and the recent investment in a supercenter in the Bakken. In Q4, however, the company's US Drilling Services revenues can decrease following the economic uncertainty and the adverse effects of seasonality in the energy market. Also, its cash flows turned negative in 9M 2022. The balance sheet remains DNOW's forte, with no debt and robust liquidity. I believe the stock is undervalued versus its peers at this level. Investors might want to buy the stock to reap better returns in the medium term. Projects That Outline Growth Federal Reserve Bank of St. Louis In the past year until September, the producer price index for iron and steel mills increased by 13%, indicating a rise in input cost. Since the start of 2022, however, it has fallen by 18%. Lower iron & steel prices can improve the margin. DNOW expects to see demand rising in crude pipeline transfer, chemical injection applications, and water transfer projects. As spare capacity in water transfer and water injection diminishes, the company expands the aftermarket services. Also, the horizontal rental pumps are seeing increased demand in saltwater disposal, water transfer, and frac protection activities. In LNG operations, the company supplied line pipe in an LNG processing facility in Q3. In Q4, it plans to open a PBF plus supercenter in Williston to provide its customers with technical sales and product application support. Also included in the facility are downhole pump sales and power service stocking and service offerings. The company's Williston supercenter will also house US energy and US processes businesses, providing opportunities to generate synergies through revenue capture from cross-selling products and services. Outlook And Forecast NOW Inc.'s Filings The energy indicators started to weaken at the close of the year. Over the past year, the crude oil price declined by 14%, while the rig count registered a modest 6% growth. The US completion activity, however, maintained its strength, increasing by 23% in the past year. The volatility has adversely affected the company's US Drilling Services outlook. In Q4 2022, DNOW expects its US revenues to decrease by " mid to high single-digit" percentage points. Despite that, the annual revenues in FY2022 will likely increase compared to a year ago. In FY2022, EBITDA can expand significantly (by at least 3x) compared to FY2021 due to a more robust business model, revenue growth, and stronger gross margins. Digitization And Clean Energy Projects DNOW recently provided a pipeline project that collects and transfers CO2. The carbon capture project aims to enhance oil recovery operations in the Northern U.S. It also offers multistage pumps used in the green hydrogen project. The company's DigitalNOW initiatives took another step forward. Digital revenue as a percentage of SAP revenue improved to 42% in Q3. Plus, it received another project commitment to provide its AccessNOW security, monitoring, and inventory management solution. Q3 Drivers And A Geographic Break-Up NOW Inc.'s Filings The company's US revenues increased by 7% in Q3 2022 compared to Q2. The US energy centers contributed ~75% of total US revenues. In the steel line pipe products, the margin declined while the operating margin expanded in the non-pipe products, resulting in mild topline improvement. Inventory charges also reduced during Q3. Excluding Canada, its revenues from international markets decreased (5% down) quarter-over-quarter in Q3. Revenues from Canada increased the most (19% up sequentially) because various projects in oil sands, midstream valve, and artificial lift pushed the revenue up in Q3. The situation in the UK remains fluid, with rapid and frequent policy changes in the past few months. Besides that region, the energy market was upbeat in Europe, and activities in the company's joint contractors increased. EPC activity picked up as several projects were initiated. In the Middle East, a few projects also started to reactivate and develop. The company's gross margin expanded by 40 basis points in Q3. The company's high-grading strategy, lower inventory charges, and healthy project margin yielded positive results. The company believes its warehousing, selling, and administrative expense is critical to better operating performance. EBITDA margin expanded marginally in Q3 compared to Q2. Cash Flows And Balance Sheet In 9M 2022, although the company's revenues grew versus the previous year, investment in inventory in a new supercenter in the Bakken and added employees used cash flow from operations (or CFO). So, CFO turned negative in 9M 2022 from a healthy positive balance a year ago. However, capex declined sharply in the past year. So, free cash flow remained negative but improved considerably during this period. DNOW's liquidity was $756 million as of September 30, 2022. Its debt-free balance sheet has a definitive advantage over its peers (FAST, MSM, and MRC). The company's $80 million share repurchase program, initiated during Q2, will continue through 2024. Keeping shareholders' returns in mind, the company will prioritize acquisitions and organic growth in its capital decisions. Analyst Rating And Relative Valuation Seeking Alpha According to data provided by Seeking Alpha, three sell-side analysts rated DNOW a "buy" in the past 90 days (including "Strong Buy"), while one analyst rated it a "hold." None of the analysts rated it a "sell." The consensus target price is $14.5, suggesting a 17% upside at the current price. Seeking Alpha
Seeking Alpha Nov 01

NOW Q3 2022 Earnings Preview

NOW (NYSE:DNOW) is scheduled to announce Q3 earnings results on Wednesday, Nov. 2, before market open. The consensus EPS estimate is $0.25 (+400% Y/Y) and the consensus revenue estimate is $565.15M (+28.7% Y/Y). Over the last 2 years, DNOW has beaten EPS estimates 75% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 4 upward revisions, while revenue estimates have seen 4 upward revisions.
Seeking Alpha Aug 12

NOW Inc.: Strong Margins, Improved Fundamentals, And Low Relative Valuation

Along with the traditional MRO and PVF sales, NOW sees prospects in fiberglass solutions in turnkey solutions. Focus on inventory management and cost control will keep operating margin expanding. Although negative free cash flow is a concern, robust liquidity and share buyback show the management's confidence in its value. NOW Inc. is relatively undervalued versus its peers. DNOW Has Many Positives NOW Inc. (DNOW) provides maintenance, repair, and operating supplies (MRO products), pipes, valves, artificial lifts, pumping solutions, and others. Because of increasing PVF sales and its strong balance sheet, I already discussed the stock as a good "buy" in my previous article. Following the stock's strong run over the past month, I expect its operating profit to increase significantly because of increased demand for the core service of supplying packaged units in MRO products, PVF, and safety services. On top of that, it will benefit from increased demand for fiberglass solutions in turnkey solutions. Currently, it focuses on optimizing inventory and cost control. Recently, it made an acquisition that strengthened its pump strategy and expanded the flex-flow horizontal rental pumps solution. However, during Q2, higher working capital requirements pushed its cash flows into negative territory. Nonetheless, armed with a robust balance sheet, the share repurchase program reflects the board's confidence in its improved financial performance. The stock is relatively undervalued compared to its peers. So, I would suggest investors buy the stock. Strategic Focus Federal Reserve Economic Data I discussed NOW's PVF (pipe, valves, and fittings) sales and other key strategies in my previous article. In the past year until June, the producer price index for iron and steel mills increased by 26%, indicating a rise in input cost. In the current scenario, DNOW's management is optimizing inventory to control costs by forward-positioning its supercenters to capture a margin-accretive share. So, US Process Solutions could reduce customers' long lead times and address inventory shortness. In the Permian, it has worked out of its new location for a quarter, which helped it maintain customer proximity and deliver value to the last mile. Among other opportunities, it sees increased demand for its fiberglass solutions in turnkey solutions. Overall, its core service of supplying packaged units in MRO products, PVF, and safety services are in higher demand. In international business, the company has considerably reduced its footprint after ceasing operations in Russia. It also exited a few countries in Latin America and the Middle East. Although it may result in a $4 million to $5 million quarterly revenue loss, it transitions from an export model to a regionalized service model to reduce costs. Market Outlook And Forecast NOW Inc.'s Filings Over the past year, the crude oil price spiked by 40%, while rig count and completion activity increased by 56% and 35%, respectively. The upswing has favored a recovery for the company's US Drilling Services segment. In Q3 2022, DNOW expects its US revenues to increase by "mid-single-digits." EBITDA can expand by "low single digits" in Q3. Gross margin, however, would remain unchanged compared to the 1H 2022-level (~23%). Its FY2022 guidance, at the middle of the year, is among the highest in many years. In FY2022, the management expects revenue to grow by ~30% compared to FY2021. EBITDA can increase by $100 million in FY2022, which translates into a 420-basis point improvement compared to FY2021. Digitization And Pumping Strategy The company's DigitalNOW platform slightly underperformed the overall company. This operation's revenues increased by 9% quarter-over-quarter versus the company's 14% topline growth. However, with increased automation, it achieved higher percentages of the bill and material accuracy. During Q2, through the application of the Mercury Asset Management solution, it secured a multi-year integration services contract. Its shop.dnow.com platform and eSpec digital product configurator and dryer equipment packages help workflow solutions and reduce greenhouse gas emissions. The company also strengthened its pump strategy during Q2. It made an acquisition that expanded the flex-flow horizontal rental pumps solution. Its rental H-pump solutions would reduce lead times and address the criticality of equipment uptime in high demand. Q2 Drivers And Margin Analysis Seeking Alpha The company's U.S. revenues increased by 22% in Q2 2022 compared to Q1 as the upstream activity increased in the U.S. The U.S. energy centers contributed ~76% of total U.S. revenues. The company executes a new regionalized fulfillment model that selectively targets opportunities in this region. Its revenues from international markets (excluding Canada) increased moderately (4% up) quarter-over-quarter in Q2. The offshore investments in subsea tie-back projects have begun to trickle, and the FPSO projects materialize in Europe, leading to the topline growth in Q2. In Q2, the offshore drilling rig utilization improved, and day rates increased. In the Middle East, drilling and production investments expanded. Jackup rig activations in Southeast Asia also saw an increase. In Latin America, the nationalized oil companies have started investing again as offshore activity from drilling contractors increased. The company's gross margin expanded by 110 basis points in Q2. The margin expansion reflects increased project product margins, lower inventory costs, and pricing benefits. The warehousing, selling, and administrative expense (or WSA) also decreased during Q2, leading to a 250 basis point hike in the EBITDA margin in Q2 compared to Q1. Cash Flows And Balance Sheet In 1H 2022, growing market activity led to higher working capital requirements, which pushed DNOW's cash flow from operations (or CFO) to the negative territory from a mildly positive CFO a year ago. Although free cash flow (or FCF) remained negative in 1H 2022, it improved due to lower capex plus acquisition spending in 2022. The management expects to generate positive FCF in 2022 as the effect of supply chain disruption reduces by Q4. DNOW's liquidity was $574 million as of June 30, 2022. Because DNOW is nearly free of any debt, it gives it a definitive advantage over its peers (FAST, MSM, and MRC). During Q2, it embarked on a share repurchase program amounting to $80 million. The decision reflects the board's confidence in its improved financial performance and robust balance sheet. Linear Regression Based Forecast Author created, Seeking Alpha, and EIA A regression equation (based on the completed well count, crude oil price, Industrial Production Index, and DNOW's reported revenues) for the past seven years and the previous four-quarters suggests that its revenues can increase in the next 12 months (or NTM) 2023. However, it can decline in NTM 2024. Author created and Seeking Alpha Based on a regression model, I expect the company's EBITDA to increase significantly in NTM 2023 and at a decelerated pace in NTM 2024. Target Price And Relative Valuation Author Created and Seeking Alpha DNOW's returns potential (41% upside) using the forward EV/EBITDA multiple (7.0x) is higher than Wall Street's sell-side analyst expectations (29% upside) and the returns potential (7.6% downside) based on the past EV/EBITDA multiple. Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:DNOW - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20285,4831731792171
12/31/20275,1991731642063
12/31/20264,978171351692
3/31/20263,404-1545376N/A
12/31/20252,820-89134155N/A
9/30/20252,43289177194N/A
6/30/20252,40478210225N/A
3/31/20252,40976187201N/A
12/31/20242,37376289298N/A
9/30/20242,357202273281N/A
6/30/20242,339223201211N/A
3/31/20242,300233262275N/A
12/31/20232,321246171188N/A
9/30/20232,3131297289N/A
6/30/20232,302135116130N/A
3/31/20232,247127216N/A
12/31/20222,136126-9N/AN/A
9/30/20222,021107-12-4N/A
6/30/20221,88372-34-25N/A
3/31/20221,74445812N/A
12/31/20211,63252530N/A
9/30/20211,519-517984N/A
6/30/20211,406-78114119N/A
3/31/20211,376-106173179N/A
12/31/20201,619-427181189N/A
9/30/20201,939-522195207N/A
6/30/20202,364-490235249N/A
3/31/20202,770-446235250N/A
12/31/20192,951-97N/A224N/A
9/30/20193,07658N/A225N/A
6/30/20193,14767N/A147N/A
3/31/20193,14867N/A83N/A
12/31/20183,12751N/A73N/A
9/30/20183,03232N/A-10N/A
6/30/20182,9074N/A-66N/A
3/31/20182,781-27N/A-124N/A
12/31/20172,648-52N/A-115N/A
9/30/20172,517-120N/A-58N/A
6/30/20172,340-167N/A6N/A
3/31/20172,190-194N/A125N/A
12/31/20162,107-234N/A235N/A
9/30/20162,213-412N/A266N/A
6/30/20162,446-581N/A398N/A
3/31/20162,695-555N/A426N/A
12/31/20153,010-502N/A324N/A
9/30/20153,372-238N/A322N/A
6/30/20153,68919N/A119N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: DNOW devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).

Bénéfices vs marché: DNOW devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: DNOW devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de DNOW ( 12.8% par an) devrait croître plus rapidement que le marché US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de DNOW ( 12.8% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de DNOW devrait être élevé dans 3 ans


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/15 11:08
Cours de l'action en fin de journée2026/05/15 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

DNOW Inc. est couverte par 18 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
David MantheyBaird
James WestBarclays
Douglas BeckerBenchmark Company