Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DNOW
HoldHot AirDNOW Inc. · Industrials · United States · $2.9B · Avg Vol: $39M/d
COMPANY DESCRIPTION
DNOW Inc. is a global distributor of maintenance, repair, and operating (MRO) supplies, production equipment, and supply chain solutions primarily for the energy and industrial sectors. The company leverages an extensive product catalog and a broad distribution network to serve upstream, midstream, and downstream operations worldwide. DNOW's competitive advantage lies in its comprehensive product offering, technical expertise, and efficient supply chain management, making it a critical partner for its diverse customer base.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.1B | 2.3B | 2.4B | 2.8B | 9.7% | 4.1B | 5.1B | 5.4B | 38.6% |
| EPS | 1.14 | 2.26 | 0.75 | -0.76 | -18.9% | -1.43 | — | — | — |
| Shares | 110.4M | 106.3M | 105.7M | 186.1M | +68.6% | 180.8M | — | — | — |
| Debt | 38.0M | 41.0M | 42.0M | 585.0M | 148.8% | 649.0M | — | — | — |
| Equity | 842.0M | 1.1B | 1.1B | 2.2B | 38.4% | — | — | — | — |
| Op CF | 0 | 188.0M | 298.0M | 155.0M | -9.2% | 164.0M | — | — | — |
| Inv CF | -87.0M | -48.0M | -304.0M | -590.0M | — | — | — | — | — |
| Fin CF | -10.0M | -55.0M | -33.0M | 339.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of DNOW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DNOW | DNOW Inc.(you) | $2.9B | 47 | Hold |
| SITE | SiteOne Landscape Supply, Inc. | $4.2B | 39 | Hold |
| POOL | Pool Corporation | $6.8B | 45 | Hold |
| REZI | Resideo Technologies, Inc. | $3.0B | 28 | Sell |
| XMTR | Xometry, Inc. | $5.4B | 32 | Sell |
| DXPE | DXP Enterprises, Inc. | $2.9B | 78 | Buy |
| WSO | Watsco, Inc. | $12.8B | 50 | Hold |
| DSGR | Distribution Solutions Group, Inc. | $1.6B | 70 | Buy |
| CNM | Core & Main, Inc. | $8.3B | 63 | Hold |
| TITN | Titan Machinery Inc. | $416M | 46 | Hold |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.3%