DNOW Gestion
Gestion contrôle des critères 3/4
Le PDG DNOW est Dave Cherechinsky, nommé en Jun2020, a un mandat de 6.25 ans. La rémunération annuelle totale est $ 7.12M, composée du salaire de 14% et des bonus 86%, y compris les actions et options de la société. détient directement 0.64% des actions de la société, d'une valeur de $ 18.00M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.3 ans et 6.3 ans.
Informations clés
Dave Cherechinsky
Directeur général
US$7.1m
Rémunération totale
| Pourcentage du salaire du PDG | 14.04% |
| Durée du mandat du directeur général | 6.3yrs |
| Propriété du PDG | 0.6% |
| Durée moyenne d'occupation des postes de direction | 6.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 6.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Aug 22
DNOW: ERP Recovery And MRC Integration Progress Will Drive Future Upside
Analysts have raised the DNOW fair value estimate from $17.00 to $18.75, reflecting recent price target increases and growing confidence that ERP related revenue recovery and a more balanced revenue base are supporting the company outlook. Analyst Commentary Recent research on DNOW centers on how the company handles ERP integration, the impact of its acquisition of MRC Global, and the outlook for infrastructure related demand.Mise à jour du récit • Aug 08
DNOW: MRC Deal, Buybacks And Legal Overhang Will Shape Future Returns
Analysts have lifted their DNOW fair value estimate from $16.25 to $17.00, citing the recent Buy initiations. These initiations point to benefits from the MRC Global acquisition, rising midstream and natural gas infrastructure spending, and a healthier balance sheet that could support a more diversified business mix.Mise à jour du récit • Jun 24
DNOW: MRC Global Integration And Buybacks Will Support Future Upside
Analysts have nudged their fair value estimate for DNOW from $16.00 to $16.25, citing recent coverage that points to the MRC Global acquisition, increasing midstream and natural gas infrastructure investment, and a healthier, more diversified revenue base as key supports for the updated price target assumptions. Analyst Commentary Recent research on DNOW points to a mix of supportive and cautious views around the stock, with analysts focusing on the MRC Global acquisition, energy infrastructure exposure, and execution around systems integration and diversification efforts.Article d’analyse • Jun 18
DNOW (DNOW) Stock Could Be 16% Undervalued After Its Name Change
DNOW Inc. (DNOW) recently caught investors’ attention after changing its corporate name from NOW Inc., prompting a fresh look at the stock’s valuation, operations and recent trading performance. See our latest analysis for DNOW. At a share price of $13.52, DNOW’s recent 90 day share price return of 14.58% contrasts with a 1 year total shareholder return that declined 9.87%, even as the 3 year total shareholder return sits at 33.86%. This suggests momentum has strengthened lately compared with...Seeking Alpha • Jun 16
DNOW: A Mispriced Energy Supply Company Trading At Near Book Value
Summary DNOW Inc. presents a mispriced value opportunity following a sharp post-earnings selloff driven by temporary ERP integration issues. DNOW's merger with MRC Global creates near-monopoly status, unlocking scale, inventory value appreciation, and new tech sector growth vectors. With $1.19B in appreciating inventory, robust institutional accumulation, and a buyback underway, DNOW's downside is limited near $13.50. Price targets range from a gap fill at $16.36 to $21–$26 post-merger normalization, offering a compelling risk-reward profile over 12–18 months. Read the full article on Seeking AlphaMise à jour du récit • Jun 05
DNOW: ERP Integration Setbacks And Buybacks Will Support Future Upside
Analysts have adjusted their price view on DNOW to a new target of $16.00. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E expectations.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.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 AlphaSeeking 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
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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$188m |
| Mar 31 2026 | n/a | n/a | -US$154m |
| Dec 31 2025 | US$7m | US$999k | -US$89m |
| Sep 30 2025 | n/a | n/a | US$77m |
| Jun 30 2025 | n/a | n/a | US$66m |
| Mar 31 2025 | n/a | n/a | US$76m |
| Dec 31 2024 | US$6m | US$978k | US$76m |
| Sep 30 2024 | n/a | n/a | US$202m |
| Jun 30 2024 | n/a | n/a | US$223m |
| Mar 31 2024 | n/a | n/a | US$233m |
| Dec 31 2023 | US$6m | US$947k | US$246m |
| Sep 30 2023 | n/a | n/a | US$129m |
| Jun 30 2023 | n/a | n/a | US$135m |
| Mar 31 2023 | n/a | n/a | US$127m |
| Dec 31 2022 | US$5m | US$797k | US$126m |
| Sep 30 2022 | n/a | n/a | US$107m |
| Jun 30 2022 | n/a | n/a | US$72m |
| Mar 31 2022 | n/a | n/a | US$45m |
| Dec 31 2021 | US$6m | US$650k | US$5m |
| Sep 30 2021 | n/a | n/a | -US$51m |
| Jun 30 2021 | n/a | n/a | -US$78m |
| Mar 31 2021 | n/a | n/a | -US$106m |
| Dec 31 2020 | US$1m | US$555k | -US$427m |
| Sep 30 2020 | n/a | n/a | -US$522m |
| Jun 30 2020 | n/a | n/a | -US$490m |
| Mar 31 2020 | n/a | n/a | -US$446m |
| Dec 31 2019 | US$2m | US$425k | -US$97m |
Rémunération vs marché: La rémunération totale de Dave ($USD 7.12M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 6.88M ).
Rémunération et revenus: La rémunération de Dave a augmenté alors que l'entreprise n'est pas rentable.
PDG
Dave Cherechinsky (62 yo)
6.3yrs
Titularisation
US$7,118,605
Compensation
Mr. David A. Cherechinsky, also known as Dave, serves as Director at DNOW Inc. since June 1, 2020. He serves as Chief Executive Officer and President at DNOW Inc since June 01, 2020. He served as Chief Fin...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 6.3yrs | US$7.12m | 0.64% $ 18.0m | |
| Senior VP & CFO | 6.3yrs | US$2.44m | 0.14% $ 3.9m | |
| VP & Chief Accounting Officer | less than a year | US$564.11k | 0.020% $ 554.0k | |
| Chief Administrative & Information Officer | 6.5yrs | US$1.53m | 0.095% $ 2.7m | |
| VP, General Counsel & Secretary | 12.6yrs | US$2.02m | 0.20% $ 5.6m | |
| VP of Finance & Corporate Controller | 6.2yrs | US$915.01k | pas de données | |
| Vice President of Digital Strategy & Investor Relations | no data | pas de données | pas de données | |
| Executive Vice President of Digital Strategy | 6.7yrs | pas de données | pas de données | |
| Senior Vice President of North America Sales & Operations | 5.7yrs | pas de données | pas de données | |
| Senior Vice President of U.S. Sales & Operations | less than a year | pas de données | pas de données | |
| Senior Vice President of International Sales and Operations | less than a year | pas de données | pas de données | |
| President of Process Solutions | 9.9yrs | pas de données | pas de données |
6.3yrs
Durée moyenne de l'emploi
52.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de DNOW est chevronnée et expérimentée (6.3 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 6.3yrs | US$7.12m | 0.64% $ 18.0m | |
| Independent Chairman & Lead Independent Director | 12.3yrs | US$365.01k | 0.16% $ 4.6m | |
| Independent Director | less than a year | US$22.50k | 0.037% $ 1.0m | |
| Independent Director | 8.8yrs | US$267.50k | 0.044% $ 1.2m | |
| Independent Director | 3.5yrs | US$257.50k | 0.024% $ 679.9k | |
| Independent Director | less than a year | US$22.50k | 0.037% $ 1.0m | |
| Independent Director | 12.3yrs | US$265.00k | 0.069% $ 1.9m | |
| Independent Director | 12.3yrs | US$257.50k | 0.068% $ 1.9m | |
| Independent Director | 5.1yrs | US$260.00k | 0.039% $ 1.1m |
6.3yrs
Durée moyenne de l'emploi
66yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de DNOW sont considérés comme expérimentés (ancienneté moyenne 6.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/11 03:56 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' 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 20 analystes. 5 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.
| Analyste | Institution |
|---|---|
| David Manthey | Baird |
| James West | Barclays |
| Douglas Becker | BofA Global Research |