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Energy - Oil & Gas Equipment & Services - NYSE - US
$ 14.37
-1.51 %
$ 1.52 B
Market Cap
7.68
P/E
1. INTRINSIC VALUE

NOW Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation utilities, and industrial manufacturing operations in the United States, Canada, and internationally. The company offers its products under the DistributionNOW and DNOW brand names. It provides consumable maintenance, repair, and operating supplies; pipes, valves, fittings, flanges, gaskets, fasteners, electrical products, 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 applied products and applications, such as artificial lift systems, coatings, and miscellaneous expendable items. The company also offers original equipment manufacturer equipment, including pumps, generator sets, air and gas 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.[ Read More ]

The intrinsic value of one DNOW stock under the base case scenario is HIDDEN Compared to the current market price of 14.4 USD, NOW Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart DNOW

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FINANCIALS
2.32 B REVENUE
8.66%
140 M OPERATING INCOME
6.87%
243 M NET INCOME
88.37%
188 M OPERATING CASH FLOW
1144.44%
-48 M INVESTING CASH FLOW
44.83%
-55 M FINANCING CASH FLOW
-450.00%
606 M REVENUE
-4.27%
23 M OPERATING INCOME
-39.47%
15 M NET INCOME
-34.78%
74 M OPERATING CASH FLOW
252.38%
-2 M INVESTING CASH FLOW
0.00%
-10 M FINANCING CASH FLOW
9.09%
Balance Sheet Decomposition NOW Inc.
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Current Assets 1.07 B
Cash & Short-Term Investments 299 M
Receivables 384 M
Other Current Assets 385 M
Non-Current Assets 461 M
Long-Term Investments 0
PP&E 171 M
Other Non-Current Assets 290 M
Current Liabilities 418 M
Accounts Payable 288 M
Short-Term Debt 18 M
Other Current Liabilities 112 M
Non-Current Liabilities 48 M
Long-Term Debt 30 M
Other Non-Current Liabilities 18 M
EFFICIENCY
Earnings Waterfall NOW Inc.
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Revenue 2.32 B
Cost Of Revenue 1.79 B
Gross Profit 535 M
Operating Expenses 395 M
Operating Income 140 M
Other Expenses -103 M
Net Income 243 M
RATIOS
23.05% GROSS MARGIN
23.05%
6.03% OPERATING MARGIN
6.03%
10.64% NET MARGIN
10.64%
23.30% ROE
23.30%
16.15% ROA
16.15%
23.58% ROIC
23.58%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis NOW Inc.
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Net Income 243 M
Depreciation & Amortization 26 M
Capital Expenditures -17 M
Stock-Based Compensation 15 M
Change in Working Capital -9 M
Others 39 M
Free Cash Flow 171 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets NOW Inc.
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Wall Street analysts predict an average 1-year price target for DNOW of $18 , with forecasts ranging from a low of $18 to a high of $18 .
DNOW Lowest Price Target Wall Street Target
18 USD 25.26%
DNOW Average Price Target Wall Street Target
18 USD 25.26%
DNOW Highest Price Target Wall Street Target
18 USD 25.26%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership NOW Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
44.3 K USD 1
6-9 MONTHS
3.58 M USD 3
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
3 months ago
Aug 12, 2024
Sell 44.3 K USD
Surratt Fanny R.
See Remarks
- 3500
12.66 USD
6 months ago
May 14, 2024
Sell 1.26 M USD
Chang Raymond W
VP and General Counsel
- 93284
13.51 USD
6 months ago
May 14, 2024
Sell 1.68 M USD
Cherechinsky David A
President and CEO
- 123881
13.57 USD
6 months ago
May 14, 2024
Sell 635 K USD
Johnson Mark B
See remarks
- 47015
13.5 USD
3 years ago
Aug 16, 2021
Bought 104 K USD
Cherechinsky David A
President and CEO
+ 14000
7.44 USD
6 years ago
Mar 06, 2018
Bought 300 K USD
WORKMAN ROBERT R
President and CEO
+ 28550
10.51 USD
7 years ago
May 25, 2017
Bought 87.6 K USD
Crandell James
Director
+ 5000
17.53 USD
7 years ago
Mar 07, 2017
Bought 100 K USD
EADS RODNEY W
Director
+ 5264
18.99 USD
10 years ago
Nov 07, 2014
Bought 157 K USD
WORKMAN ROBERT R
President and CEO
+ 5609.63
28 USD
10 years ago
Sep 25, 2014
Bought 327 K USD
WORKMAN ROBERT R
President and CEO
+ 10646.34
30.68 USD
10 years ago
Aug 08, 2014
Bought 243 K USD
WORKMAN ROBERT R
President and CEO
+ 7900
30.7421 USD
7. News
DNOW (DNOW) Reliance on International Sales: What Investors Need to Know Review DNOW's (DNOW) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock. zacks.com - 5 days ago
DNOW Inc (DNOW) Q3 2024 Earnings Call Transcript DNOW Inc (NYSE:DNOW ) Q3 2024 Results Conference Call November 7, 2024 9:00 AM ET Company Participants Brad Wise - Vice President, Digital Strategy and IR David Cherechinsky - President & Chief Executive Officer Mark Johnson - SVP & Chief Financial Officer Conference Call Participants Nathan Jones - Stifel Jeff Robertson - Water Tower Research Brad Wise We appreciate you joining us, and thank you for your interest in DNOW. With me today is David Cherechinsky, President and Chief Executive Officer; and Mark Johnson, Senior Vice President and Chief Financial Officer. seekingalpha.com - 1 week ago
DNOW (DNOW) Beats Q3 Earnings and Revenue Estimates DNOW (DNOW) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.25 per share a year ago. zacks.com - 1 week ago
DNOW Reports Third Quarter 2024 Results HOUSTON--(BUSINESS WIRE)--DNOW Reports Third Quarter 2024 Results. businesswire.com - 1 week ago
Analysts Estimate DNOW (DNOW) to Report a Decline in Earnings: What to Look Out for DNOW (DNOW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 2 weeks ago
New Strong Sell Stocks for October 11th ALLY, CAR and DNOW have been added to the Zacks Rank #5 (Strong Sell) List on October 11, 2024. zacks.com - 1 month ago
DNOW Announces Third Quarter 2024 Earnings Conference Call HOUSTON--(BUSINESS WIRE)--DNOW Announces Third Quarter 2024 Earnings Conference Call. businesswire.com - 1 month ago
New Porsche NOW locations open in Canada TORONTO, Aug. 26, 2024 (GLOBE NEWSWIRE) -- Porsche Cars Canada, Ltd. (PCL) is pleased to announce the opening of five Porsche NOW locations in the metropolitan areas of Montreal, Ottawa, and Vancouver. The brand pop-ups are the first of their kind to premiere an electric mobility focus, heralding the arrival of new electrified Porsche models in Canada such as the Macan Electric and the 2025 Taycan. globenewswire.com - 2 months ago
Investing in DNOW (DNOW)? Don't Miss Assessing Its International Revenue Trends Explore how DNOW's (DNOW) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects. zacks.com - 3 months ago
NOW Investors Have Opportunity to Join ServiceNow, Inc. Securities Fraud Investigation with the Schall Law Firm LOS ANGELES , Aug. 12, 2024 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of ServiceNow, Inc. ("ServiceNow" or "the Company") (NYSE: NOW) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. prnewswire.com - 3 months ago
NOW Investors Can Join ServiceNow, Inc. Securities Fraud Investigation With The Schall Law Firm LOS ANGELES, CA / ACCESSWIRE / August 9, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of ServiceNow, Inc. ("ServiceNow" or "the Company") (NYSE:NOW) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. accesswire.com - 3 months ago
DNOW Inc. (DNOW) Q2 2024 Earnings Call Transcript DNOW Inc. (NYSE:DNOW ) Q2 2024 Earnings Conference Call August 7, 2024 9:00 AM ET Company Participants Brad Wise - Vice President, Digital Strategy and IR David Cherechinsky - President and CEO Mark Johnson - SVP and CFO Conference Call Participants Nathan Jones - Stifel Jeff Robertson - Water Tower Research Operator Good morning. My name is Rob, and I will be your conference operator today. seekingalpha.com - 3 months ago
8. Profile Summary

NOW Inc. DNOW

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COUNTRY US
INDUSTRY Oil & Gas Equipment & Services
MARKET CAP $ 1.52 B
Dividend Yield 0.00%
Description NOW Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation utilities, and industrial manufacturing operations in the United States, Canada, and internationally. The company offers its products under the DistributionNOW and DNOW brand names. It provides consumable maintenance, repair, and operating supplies; pipes, valves, fittings, flanges, gaskets, fasteners, electrical products, 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 applied products and applications, such as artificial lift systems, coatings, and miscellaneous expendable items. The company also offers original equipment manufacturer equipment, including pumps, generator sets, air and gas 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. In addition, it provides supply chain and materials management solutions that include procurement, inventory planning and management, and warehouse management, as well as solutions for logistics, point-of-issue technology, project management, business process, and performance metrics reporting services. The company serves customers through a network of approximately 180 locations in the upstream, midstream, and downstream sectors of the energy industry, including drilling contractors, well-servicing companies, independent and national oil and gas companies, midstream operators, and refineries, as well as petrochemical, chemical, utilities, and other downstream energy processors; and industrial and manufacturing companies. NOW Inc. was founded in 1862 and is headquartered in Houston, Texas.
Contact 7402 North Eldridge Parkway, Houston, TX, 77041 https://www.dnow.com
IPO Date May 20, 2014
Employees 2550
Officers Ms. Rocio Surratt Vice President of Finance & Corporate Controller Mr. Toby Eoff President of Process Solutions Ms. Kelly T. Munson Chief Administrative & Information Officer Mr. Raymond W. Chang Vice President, General Counsel & Secretary Mr. Scott W. Hauck Executive Vice President of Digital Strategy Mr. Dan Pratt Senior Vice President of Energy Centers Mr. Brad Wise Vice President of Digital Strategy & Investor Relations