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DNOW Inc. (DNOW)

Industrials | Industrial Distribution | Houston, United States | NYSE
15.93 USD -0.35 (-2.150%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 15.93

Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 4 a.m. EDT

The investment case for DNOW is currently fractured by a severe earnings crisis. Despite a massive 108% revenue surge and a 'strong buy' analyst consensus driven by a turnaround narrative, the company is hemorrhaging cash with negative free cash flow and negative operating margins. The market has rightly priced this as a value trap; the stock trades at a premium to book value despite generating no real economic profit, and the balance sheet is stretched with significant debt against minimal cash reserves. The short-term outlook remains murky. While the stock has recently rallied off its lows, the statistical forecasting models offer zero directional bias, reflecting the high uncertainty surrounding the execution of the turnaround plan. Options data confirms this hesitation, with traders buying protection via out-of-the-money puts rather than betting on a continued advance. Long-term, the business faces a steep hill to climb. The multi-year price trajectory shows a net decline, and while the latest year saw a rebound, the path to profitability is unproven. With no dividend to provide income and a history of erratic performance, the security lacks the defensive characteristics required for a core holding. Until the company demonstrates sustained positive cash flow and margin expansion, the risk of permanent capital loss outweighs the potential for a multiple expansion.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.077600
AutoETS0.077604
AutoARIMA0.077604
MSTL0.078999

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 38%
H-stat 16.67
Ljung-Box p 0.000
Jarque-Bera p 0.148
Excess Kurtosis -0.99
Attribute Value
Sector Industrials
Debt to Equity Ratio 30.934
Revenue per Share 26.002
Market Cap 2,879,919,360
Forward P/E 19.38
Beta 0.86
Profit Margins -4.63%
Previous Name NOW Inc.
Website https://www.dnow.com

As of Aug. 22, 2026, 4 a.m. EDT: Speculators are positioning defensively with heavy out-of-the-money put volume relative to calls, particularly in the near-term August expiration where OTM puts dominate open interest. This suggests a fear of downside volatility rather than a bullish bet on a rally. Call activity is concentrated at lower strikes (14-15), indicating a floor expectation rather than a breakout thesis.


Info Dump

Attribute Value
52 Week Change 0.010145903
Address1 7,402 North Eldridge Parkway
All Time High 37.65
All Time Low 4.03
Ask 15.94
Ask Size 1,600
Audit Risk 4
Average Analyst Rating 1.0 - Strong Buy
Average Daily Volume10 Day 2,072,230
Average Daily Volume3 Month 2,729,457
Average Volume 2,729,457
Average Volume10Days 2,072,230
Beta 0.862
Bid 15.93
Bid Size 1,200
Board Risk 1
Book Value 11.569
City Houston
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 1
Country United States
Crypto Tradeable 0
Currency USD
Current Price 15.93
Current Ratio 2.136
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 16.42
Day Low 15.82
Debt To Equity 30.934
Display Name DNOW
Earnings Call Timestamp End 1,786,021,200
Earnings Call Timestamp Start 1,786,021,200
Earnings Timestamp 1,786,019,400
Earnings Timestamp End 1,793,795,400
Earnings Timestamp Start 1,793,795,400
Ebitda 151,000,000
Ebitda Margins 0.03698
Enterprise To Ebitda 22.648
Enterprise To Revenue 0.838
Enterprise Value 3,419,919,360
Eps Current Year 0.346
Eps Forward 0.822
Eps Trailing Twelve Months -1.4
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 14.4106
Fifty Day Average Change 1.5194006
Fifty Day Average Change Percent 0.10543632
Fifty Two Week Change Percent 1.0145903
Fifty Two Week High 17.26
Fifty Two Week High Change -1.3299999
Fifty Two Week High Change Percent -0.07705677
Fifty Two Week Low 10.935
Fifty Two Week Low Change 4.995
Fifty Two Week Low Change Percent 0.4567901
Fifty Two Week Range 10.935 - 17.26
Financial Currency USD
First Trade Date Milliseconds 1,400,592,600,000
Float Shares 177,687,221
Forward Eps 0.822
Forward P E 19.379562
Free Cashflow -533,750,016
Full Exchange Name NYSE
Full Time Employees 5,100
Fullday Change -0.35
Fullday Change Percent -2.14988
Fullday Price 15.93
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.2023
Gross Profits 826,000,000
Has Pre Post Market Data 1
Held Percent Insiders 0.01698
Held Percent Institutions 1.09737
Implied Shares Outstanding 180,785,891
Industry Industrial Distribution
Industry Disp Industrial Distribution
Industry Key industrial-distribution
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary DNOW Inc. distributes pipe, valves, fittings, and pumps in the United States, Canada, and internationally. The company offers flanges, gaskets, fasteners, electrical, instrumentation, artificial lift, and pumping systems, process and production equipment, production measurement technology, maintenance, repair and operating consumables (MRO), and general and specialty products; personal protective equipment; and mill, tools, safety supplies, as well as vapor recovery systems under EcoVapo brand. It also offers original equipment manufacturer equipment, including pumps, generator sets, air compressors, dryers, blowers, mixers, and valves; modular oil and gas wellsite facility solutions; and application systems, work processes, parts integration, optimization solutions, and after-sales support services. In addition, the company provides supply chain and materials management; inventory planning; integrated supply; integrated supply; product quality programs; manufacturer assessments; multiple daily deliveries; volume purchasing; truck stocking; technical support; training; just-in-time delivery; and on-site commissioning; after-market field repair and rental mobile pumping units; inventory and zone store management; order consolidation; product tagging and system interfaces tailored; supplier specifications; engineering of control packages; valve inspection and repair; product expediting, tracking and tracing; documentation services; and pressure testing services. It serves customers in the upstream, midstream, and Gas Utilities sectors, as well as downstream and industrial including crude oil refining, petrochemical and chemical processing, general industrials, pharmaceutical, mining, water/wastewater treatment, data centers, liquefied natural gas, and terminals and renewable natural gas facilities. The company was formerly known as NOW Inc. and changed its name to DNOW Inc. in January 2024. DNOW Inc. was founded in 1862 and is headquartered in Houston, Texas.
Long Name DNOW Inc.
Market us_market
Market Cap 2,879,919,360
Market State CLOSED
Max Age 86,400
Message Board Id finmb_247252999
Most Recent Quarter 1,782,777,600
Name Change Date 2,026-08-29
Net Income To Common -188,000,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 2,943,194,305
Number Of Analyst Opinions 4
Open 16.34
Operating Cashflow 164,000,000
Operating Margins 0.01071
Overall Risk 1
Payout Ratio 0.0
Phone 281 823 4700
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 15.93
Post Market Time 1,787,960,461
Prev Name NOW Inc.
Previous Close 16.28
Price Eps Current Year 46.040466
Price Hint 2
Price To Book 1.3769556
Price To Sales Trailing12 Months 0.70534396
Profit Margins -0.046290003
Quick Ratio 1.012
Quote Source Name Delayed Quote
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.0
Region US
Regular Market Change -0.35
Regular Market Change Percent -2.14988
Regular Market Day High 16.42
Regular Market Day Low 15.82
Regular Market Day Range 15.82 - 16.42
Regular Market Open 16.34
Regular Market Previous Close 16.28
Regular Market Price 15.93
Regular Market Time 1,787,947,203
Regular Market Volume 1,436,174
Return On Assets 0.01689
Return On Equity -0.11599
Revenue Growth 1.081
Revenue Per Share 26.002
Sand P52 Week Change 0.20204377
Sector Industrials
Sector Disp Industrials
Sector Key industrials
Share Holder Rights Risk 4
Shares Outstanding 180,785,891
Shares Percent Shares Out 0.0712
Shares Short 12,863,546
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 17,556,660
Short Name DNOW Inc.
Short Percent Of Float 0.0975
Short Ratio 4.87
Source Interval 15
State TX
Symbol DNOW
Target High Price 19.0
Target Low Price 18.0
Target Mean Price 18.75
Target Median Price 19.0
Total Cash 114,000,000
Total Cash Per Share 0.631
Total Debt 649,000,000
Total Revenue 4,083,000,064
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -1.4
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 13.59205
Two Hundred Day Average Change 2.3379507
Two Hundred Day Average Change Percent 0.1720087
Type Disp Equity
Volume 1,436,174
Website https://www.dnow.com
Zip 77,041