DNOW Inc.

NYSE:DNOW Stok Raporu

Piyasa değeri: US$2.9b

DNOW Gelecekteki Büyüme

Future kriter kontrolleri 3/6

DNOW kazanç ve gelirinin sırasıyla yıllık 62.3% ve 8.7% oranında artması tahmin edilirken, EPS'nin yıllık 64.5% oranında büyümesi bekleniyor.

Anahtar bilgiler

62.3%

Kazanç büyüme oranı

64.46%

EPS büyüme oranı

Trade Distributors kazanç büyümesi15.6%
Gelir büyüme oranı8.7%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme13 Aug 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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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Yeni Anlatı • 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:DNOW - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: DNOW önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.7% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: DNOW önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: DNOW önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: DNOW şirketinin gelirinin (yıllık 8.7% ) US pazarından (yıllık 12.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: DNOW şirketinin gelirinin (yıllık 8.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: DNOW 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/14 04:42
Gün Sonu Hisse Fiyatı2026/08/14 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

DNOW Inc. 20 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David MantheyBaird
James WestBarclays
Douglas BeckerBenchmark Company