Dnow Inc.
DNOW
NYSE·Industrials·Industrial - Distribution·Mkt cap $2.9B
$16.12
▲ +2.03%
P/E
-15.07
Mkt Cap
$2.9B
52-Wk Range
$10.94–$17.26
52-Week Range
$10.94 - $17.26
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 2.1% over the trailing year
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 1.9x 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 1.9x vs Oilfield Services peers. Elevated but may be justified by growth trajectory.
Momentum
Strong
+18.1% over 3m
Quality
Thin
Emerging growth company (70% revenue growth). Early stage with higher risk.
Dividend
None
No dividend
Smart-money signal
Who's buying DNOW right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 6, 2026
Reported EPS of $0.12 vs $0.09 consensus (+27.7% surprise). Revenue of $1.3B vs $1.3B expected (+3.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+27.7%
Revenue trend · last 8Q
—
+3%
+6%
-1%
+5%
+68%
+97%
+108%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$606.0M
$571.0M
$599.0M
$628.0M
$634.0M
$959.0M
$1.2B
$1.3B
Margins · last 8Q
Gross
18.6%
Operating
0.1%
Profit
-1.6%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How DNOW stacks vs Industrial - Distribution
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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