DNOW Inc.

NYSE:DNOW 株式レポート

時価総額：US$2.9b

DNOW 将来の成長

Future 基準チェック /36

DNOWは、62.3%と8.7%でそれぞれ年率62.3%で利益と収益が成長すると予測される一方、EPSはgrowで64.5%年率。

主要情報

62.3%

収益成長率

64.46%

EPS成長率

Trade Distributors 収益成長15.5%
収益成長率8.7%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日13 Aug 2026

今後の成長に関する最新情報

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...

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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 Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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 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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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 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

業績と収益の成長予測

NYSE:DNOW - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,6891832713113
12/31/20275,4211471932285
12/31/20265,067-271491835
6/30/20264,083-188136164N/A
3/31/20263,404-1545376N/A
12/31/20252,820-89134155N/A
9/30/20252,43277177194N/A
6/30/20252,40466210225N/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
3/31/20202,770-446N/A250N/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

アナリストによる今後の成長予測

収入対貯蓄率: DNOWは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.7% ) よりも高い成長率であると考えられます。

収益対市場: DNOW今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: DNOW今後 3 年以内に収益を上げることが予想されます。

収益対市場: DNOWの収益 ( 8.7% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: DNOWの収益 ( 8.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DNOWの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/14 03:48
終値2026/08/14 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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. 5 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。20

アナリスト機関
David MantheyBaird
James WestBarclays
Douglas BeckerBenchmark Company