DNOW（DNOW）株式概要
DNOW Inc.はパイプ、バルブ、継手、ポンプをアメリカ、カナダ、そして世界各国で販売しています。 詳細
DNOW Community Fair Values
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Analyst Price Targets
DNOW Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$13.14 |
| 52週高値 | US$17.26 |
| 52週安値 | US$10.94 |
| ベータ | 0.86 |
| 1ヶ月の変化 | 9.96% |
| 3ヶ月変化 | -20.02% |
| 1年変化 | -13.95% |
| 3年間の変化 | 39.05% |
| 5年間の変化 | 23.50% |
| IPOからの変化 | -56.78% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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 AlphaRecent updates
ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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 AlphaSeeking 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 AlphaSeeking 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株主還元
| DNOW | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | 0.5% | -1.2% | -0.3% |
| 1Y | -13.9% | 17.4% | 24.0% |
業界別リターン: DNOW過去 1 年間で17.4 % の収益を上げたUS Trade Distributors業界を下回りました。
リターン対市場: DNOWは、過去 1 年間で24 % のリターンを上げたUS市場を下回りました。
価格変動
| DNOW volatility | |
|---|---|
| DNOW Average Weekly Movement | 7.5% |
| Trade Distributors Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: DNOW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DNOWの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1862 | 5,200 | Dave Cherechinsky | www.dnow.com |
DNOW Inc.はパイプ、バルブ、継手、ポンプを米国、カナダ、そして国際的に販売している。フランジ、ガスケット、ファスナー、電気、計装、人工リフト、ポンプシステム、プロセス・生産設備、生産計測技術、保守・修理・運転消耗品（MRO）、一般・特殊製品、個人用保護具、工場・工具・安全用品、EcoVapoブランドの蒸気回収システムなどを提供している。また、ポンプ、発電機セット、エアコンプレッサー、ドライヤー、ブロワー、ミキサー、バルブなどの相手先商標製品メーカー製品、モジュール式石油・ガス井戸施設ソリューション、アプリケーションシステム、作業プロセス、部品統合、最適化ソリューション、アフターセールス・サポート・サービスも提供している。また、サプライチェーンおよび資材管理、在庫計画、統合供給、統合供給、製品品質プログラム、メーカー評価、1日複数配送、大量購入、トラック在庫、技術サポート、トレーニング、ジャストインタイム配送、および現場試運転、アフターマーケット現場修理およびレンタル移動ポンプユニット、在庫およびゾーン店舗管理、注文統合、製品タグ付けおよびシステムインターフェイス調整、サプライヤー仕様、制御パッケージのエンジニアリング、バルブ検査および修理、製品迅速化、追跡およびトレース、文書化サービス、および圧力試験サービスを提供。同社は、上流、中流、ガス事業部門、下流、工業部門（原油精製、石油化学、化学処理、一般工業、製薬、鉱業、上下水道処理、データセンター、液化天然ガス、ターミナル、再生可能天然ガス施設）の顧客にサービスを提供している。同社は以前はNOW Inc.として知られていたが、2024年1月にDNOW Inc.に社名を変更した。DNOW社は1862年に設立され、テキサス州ヒューストンに本社を置いている。
DNOW Inc. 基礎のまとめ
| DNOW 基礎統計学 | |
|---|---|
| 時価総額 | US$2.40b |
| 収益（TTM） | -US$154.00m |
| 売上高(TTM) | US$3.40b |
0.7x
P/Sレシオ-15.6x
PER（株価収益率DNOW は割高か？
公正価値と評価分析を参照収益と収入
| DNOW 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.40b |
| 売上原価 | US$2.70b |
| 売上総利益 | US$709.00m |
| その他の費用 | US$863.00m |
| 収益 | -US$154.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.84 |
| グロス・マージン | 20.83% |
| 純利益率 | -4.52% |
| 有利子負債／自己資本比率 | 26.6% |
DNOW の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/17 20:55 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
DNOW Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| David Manthey | Baird |
| James West | Barclays |
| Douglas Becker | Benchmark Company |