DNOW 향후 성장
Future 기준 점검 3/6
DNOW은 연간 수입과 매출이 각각 62.3%와 8.7% 증가할 것으로 예상되고 EPS는 연간 64.5%만큼 증가할 것으로 예상됩니다.
핵심 정보
62.3%
이익 성장률
64.46%
EPS 성장률
| Trade Distributors 이익 성장 | 15.5% |
| 매출 성장률 | 8.7% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 13 Aug 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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
새로운 내러티브 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 5,689 | 183 | 271 | 311 | 3 |
| 12/31/2027 | 5,421 | 147 | 193 | 228 | 5 |
| 12/31/2026 | 5,067 | -27 | 149 | 183 | 5 |
| 6/30/2026 | 4,083 | -188 | 136 | 164 | N/A |
| 3/31/2026 | 3,404 | -154 | 53 | 76 | N/A |
| 12/31/2025 | 2,820 | -89 | 134 | 155 | N/A |
| 9/30/2025 | 2,432 | 77 | 177 | 194 | N/A |
| 6/30/2025 | 2,404 | 66 | 210 | 225 | N/A |
| 3/31/2025 | 2,409 | 76 | 187 | 201 | N/A |
| 12/31/2024 | 2,373 | 76 | 289 | 298 | N/A |
| 9/30/2024 | 2,357 | 202 | 273 | 281 | N/A |
| 6/30/2024 | 2,339 | 223 | 201 | 211 | N/A |
| 3/31/2024 | 2,300 | 233 | 262 | 275 | N/A |
| 12/31/2023 | 2,321 | 246 | 171 | 188 | N/A |
| 9/30/2023 | 2,313 | 129 | 72 | 89 | N/A |
| 6/30/2023 | 2,302 | 135 | 116 | 130 | N/A |
| 3/31/2023 | 2,247 | 127 | 2 | 16 | N/A |
| 12/31/2022 | 2,136 | 126 | -9 | N/A | N/A |
| 9/30/2022 | 2,021 | 107 | -12 | -4 | N/A |
| 6/30/2022 | 1,883 | 72 | -34 | -25 | N/A |
| 3/31/2022 | 1,744 | 45 | 8 | 12 | N/A |
| 12/31/2021 | 1,632 | 5 | 25 | 30 | N/A |
| 9/30/2021 | 1,519 | -51 | 79 | 84 | N/A |
| 6/30/2021 | 1,406 | -78 | 114 | 119 | N/A |
| 3/31/2021 | 1,376 | -106 | 173 | 179 | N/A |
| 12/31/2020 | 1,619 | -427 | 181 | 189 | N/A |
| 9/30/2020 | 1,939 | -522 | 195 | 207 | N/A |
| 6/30/2020 | 2,364 | -490 | 235 | 249 | N/A |
| 3/31/2020 | 2,770 | -446 | N/A | 250 | N/A |
| 12/31/2019 | 2,951 | -97 | N/A | 224 | N/A |
| 9/30/2019 | 3,076 | 58 | N/A | 225 | N/A |
| 6/30/2019 | 3,147 | 67 | N/A | 147 | N/A |
| 3/31/2019 | 3,148 | 67 | N/A | 83 | N/A |
| 12/31/2018 | 3,127 | 51 | N/A | 73 | N/A |
| 9/30/2018 | 3,032 | 32 | N/A | -10 | N/A |
| 6/30/2018 | 2,907 | 4 | N/A | -66 | N/A |
| 3/31/2018 | 2,781 | -27 | N/A | -124 | N/A |
| 12/31/2017 | 2,648 | -52 | N/A | -115 | N/A |
| 9/30/2017 | 2,517 | -120 | N/A | -58 | N/A |
| 6/30/2017 | 2,340 | -167 | N/A | 6 | N/A |
| 3/31/2017 | 2,190 | -194 | N/A | 125 | N/A |
| 12/31/2016 | 2,107 | -234 | N/A | 235 | N/A |
| 9/30/2016 | 2,213 | -412 | N/A | 266 | N/A |
| 6/30/2016 | 2,446 | -581 | N/A | 398 | N/A |
| 3/31/2016 | 2,695 | -555 | N/A | 426 | N/A |
| 12/31/2015 | 3,010 | -502 | N/A | 324 | N/A |
| 9/30/2015 | 3,372 | -238 | N/A | 322 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: DNOW 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.7%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: DNOW (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: DNOW 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: DNOW 의 수익(연간 8.7%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: DNOW 의 수익(연간 8.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: DNOW의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/14 00:56 |
| 종가 | 2026/08/14 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
DNOW Inc.는 20명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Manthey | Baird |
| James West | Barclays |
| Douglas Becker | Benchmark Company |