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DNOW

Dnow Inc.

DNOW

NYSE·Energy·Oil & Gas Equipment & Services·Mkt cap $1.5B

$12.60

-1.56%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$10.94 - $17.26

P/E

-17.50

Fwd P/E

35.39

Beta

0.83

Div Yield

0.00%

Avg Vol

3.2M

Shares Out

117.9M

Mkt Cap

$1.5B

Price action

Price chart

Down 11.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Extensive 180-location distribution network providing rapid product delivery and local market expertise
  • Integrated supply chain solutions creating customer stickiness beyond transactional product sales
  • Deep industry relationships spanning 160+ years of operations in energy and industrial sectors
  • Diversified customer base across upstream, midstream, downstream, and industrial manufacturing reduces sector concentration risk
  • Comprehensive product portfolio and technical support services create one-stop-shop convenience for customers

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 1.7x vs Oilfield Services peers. Elevated but may be justified by growth trajectory.

Growth

Turning profitable

Energy sector recovery and increased capital expenditure in refining, petrochemical, and LNG infrastructure

Value

Growth premium of 1.7x vs Oilfield Services peers. Elevated but may be justified by growth trajectory.

Momentum

Strong

+6.0% over 3m

Quality

Thin

Emerging growth company (41% revenue growth). Early stage with higher risk.

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 30, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $0.01 vs $0.05 consensus (-80.0% surprise). Revenue of $1.2B vs $1.1B expected (+10.0%).

EPS miss
Rev beat +10.0%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-80.0%

Next: Apr 30, 2026

Revenue trend · last 8Q

+3%

+6%

-1%

+5%

+68%

+97%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$633.0M

$606.0M

$571.0M

$599.0M

$628.0M

$634.0M

$959.0M

$1.2B

Margins · last 8Q

Gross

Operating

Profit

-3.7%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Stifel · $16.00 · Feb 23, 2026

vs Industry

How DNOW stacks vs Oil & Gas Equipment & Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.