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DNOW NYSE:DNOW Stock Report

Last Price

US$13.11

Market Cap

US$1.4b

7D

-1.1%

1Y

14.4%

Updated

26 Dec, 2024

Data

Company Financials +

DNOW Inc.

NYSE:DNOW Stock Report

Market Cap: US$1.4b

DNOW Stock Overview

Distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation utilities, and customer on-site locations in the United States, Canada, and internationally. More details

DNOW fundamental analysis
Snowflake Score
Valuation4/6
Future Growth0/6
Past Performance4/6
Financial Health6/6
Dividends0/6

Rewards

Trading at 54% below our estimate of its fair value

Earnings grew by 56.6% over the past year

Risk Analysis

Earnings are forecast to decline by an average of 39.5% per year for the next 3 years

Significant insider selling over the past 3 months


My Notes

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WA
Analyst Price Target
Consensus Narrative from 3 Analysts

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

Key Takeaways Expansion through acquisition and increasing demand for midstream services highlight a strategic push into new markets and upgrading infrastructure for better supply chain capabilities. Investment in digital initiatives and focused international expansion aimed at enhancing customer experience, operational efficiency, and tapping into high-value markets for global revenue growth.
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US$15.00
FV
12.6% undervalued intrinsic discount
2.54%
Revenue growth p.a.
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about 2 months ago author updated this narrative

DNOW Inc. Competitors

DXP Enterprises

NasdaqGS:DXPE

US$1.3b

H&E Equipment Services

NasdaqGS:HEES

US$1.8b

Willis Lease Finance

NasdaqGM:WLFC

US$1.4b

MRC Global

NYSE:MRC

US$1.1b

Price History & Performance

Summary of share price highs, lows and changes for DNOW
Historical stock prices
Current Share PriceUS$13.11
52 Week HighUS$15.65
52 Week LowUS$9.44
Beta1.51
1 Month Change-13.29%
3 Month Change2.18%
1 Year Change14.40%
3 Year Change54.60%
5 Year Change18.21%
Change since IPO-56.88%

Recent News & Updates

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

Nov 16

Recent updates

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

Nov 16

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

Aug 21

DNOW: Good Long Term Driven By Energy Transition Projects

May 23

DNOW: An Attractive Valuation With Strong Financials And Outlook

Feb 21

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

Nov 08

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

Aug 07

NOW Q4 2022 Earnings Preview

Feb 15

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

Nov 09

NOW Q3 2022 Earnings Preview

Nov 01

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

Aug 12

NOW Non-GAAP EPS of $0.26 beats by $0.09, revenue of $539M beats by $49.94M

Aug 03

The Return Trends At NOW (NYSE:DNOW) Look Promising

May 18
The Return Trends At NOW (NYSE:DNOW) Look Promising

Are Investors Undervaluing NOW Inc. (NYSE:DNOW) By 47%?

Apr 20
Are Investors Undervaluing NOW Inc. (NYSE:DNOW) By 47%?

PVF Sales And Renewable Energy Projects Offset NOW's Cash Flow Problem

Apr 14

The Return Trends At NOW (NYSE:DNOW) Look Promising

Feb 16
The Return Trends At NOW (NYSE:DNOW) Look Promising

Industry Recovery And PVF Sales Can Outweigh NOW Inc.'s Cash Flow Woes

Jan 10

Investors Will Want NOW's (NYSE:DNOW) Growth In ROCE To Persist

Nov 06
Investors Will Want NOW's (NYSE:DNOW) Growth In ROCE To Persist

NOW's Medium-Term Prospect Can Outweigh Cash Flow Concerns

Sep 12

NOW Q1 2021 Earnings Preview

May 04

Is There An Opportunity With NOW Inc.'s (NYSE:DNOW) 46% Undervaluation?

Apr 17
Is There An Opportunity With NOW Inc.'s (NYSE:DNOW) 46% Undervaluation?

A Look At NOW's (NYSE:DNOW) Share Price Returns

Feb 20
A Look At NOW's (NYSE:DNOW) Share Price Returns

Shareholder Returns

DNOWUS Trade DistributorsUS Market
7D-1.1%-3.2%-0.4%
1Y14.4%13.1%24.8%

Return vs Industry: DNOW exceeded the US Trade Distributors industry which returned 13.1% over the past year.

Return vs Market: DNOW underperformed the US Market which returned 24.8% over the past year.

Price Volatility

Is DNOW's price volatile compared to industry and market?
DNOW volatility
DNOW Average Weekly Movement5.2%
Trade Distributors Industry Average Movement5.9%
Market Average Movement6.3%
10% most volatile stocks in US Market17.0%
10% least volatile stocks in US Market3.1%

Stable Share Price: DNOW has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: DNOW's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18622,550Dave Cherechinskywww.dnow.com

DNOW Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation utilities, and customer on-site locations in the United States, Canada, and internationally. The company provides consumable maintenance, repair, and operating supplies; pipes, manual and automated valves, fittings, flanges, gaskets, fasteners, electrical instrumentations, artificial lift, pumping solutions, valve actuation and modular process, and measurement and control equipment; and mill supplies, tools, safety supplies, and personal protective equipment, as well as artificial lift systems, coatings, and miscellaneous expendable items. It also offers original equipment manufacturer equipment, including pumps, generator sets, air compressors, dryers, blowers, mixers, and valves; modular oil and gas tank battery solutions; and application systems, work processes, parts integration, optimization solutions, and after-sales support services.

DNOW Inc. Fundamentals Summary

How do DNOW's earnings and revenue compare to its market cap?
DNOW fundamental statistics
Market capUS$1.39b
Earnings (TTM)US$202.00m
Revenue (TTM)US$2.36b

6.9x

P/E Ratio

0.6x

P/S Ratio

Is DNOW overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DNOW income statement (TTM)
RevenueUS$2.36b
Cost of RevenueUS$1.82b
Gross ProfitUS$539.00m
Other ExpensesUS$337.00m
EarningsUS$202.00m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)1.91
Gross Margin22.87%
Net Profit Margin8.57%
Debt/Equity Ratio0%

How did DNOW perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 01:15
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

DNOW Inc. is covered by 20 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David MantheyBaird
James WestBarclays
Douglas BeckerBenchmark Company