Stocks · Industrials · Industrial - Distribution

Dnow Inc. DNOW

$15.76 +3.14% Close, Oct 2, 2026 · NYSE · Market cap $2.88B

Next earnings report: Nov 4, 2026

Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.

Three things to know

  1. Diluted EPS over the last four quarters was $-1.07, down 239.0% year over year.
  2. The diluted share count rose 71.7% in a year.
  3. Revenue over the last four quarters was $4.08B, up 69.8% from a year earlier, accelerating from 41.3% a quarter earlier.

PromtFinance scores

Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.

Growth67Positive

How fast revenue, earnings and cash flow are growing.

  • Revenue growth (TTM, YoY)Top 6%
  • EPS growth (TTM, YoY)Bottom 4%
  • FCF growth (TTM, YoY)Bottom 27%
  • Revenue growth, 3-year CAGRTop 30%
  • Revenue growth accelerationTop 4%
Quality23Very weak

Returns on capital, margins, earnings quality and balance-sheet strength.

  • Return on invested capitalBottom 20%
  • Gross marginBottom 21%
  • Operating marginBottom 18%
  • Accruals (lower is better)Top 20%
Value45Neutral

How cheap the shares are relative to earnings, cash flow and their own history.

  • Earnings yieldBottom 21%
  • Free-cash-flow yieldTop 34%
  • EBITDA / enterprise valueBottom 14%
  • Sales / enterprise valueTop 17%
Momentum68Positive

Strength and persistence of the price trend, including versus the S&P 500.

  • 12-month return excluding last monthBottom 44%
  • 6-month returnTop 21%
  • 1-year return vs S&P 500Bottom 46%
  • Distance from 52-week highTop 13%
  • Trend checklist (0–4)Top 27%
Revisions17Very weak

Earnings surprises and analyst sentiment (estimate-revision history is being collected).

  • Average EPS surprise, last 4 quartersBottom 24%
  • Consecutive EPS beatsBottom 39%
  • Share of analysts rating BuyBottom 37%
  • Upside to consensus price targetBottom 34%
Stability68Positive

Low volatility, shallow drawdowns, low market sensitivity and modest leverage.

  • Volatility, 60 days (lower is better)Top 34%
  • Maximum drawdown, 3 yearsTop 26%
  • Beta vs S&P 500 (lower is better)Bottom 46%

What changed

Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).

MeasureBeforeNow
Revenue growth (YoY)41.3%69.8%↑
EPS growth (YoY)-197.3%-239.0%↓
Gross margin22.9%15.9%↓
Operating margin5.2%-2.8%↓
FCF margin8.7%3.3%↓

Fundamental momentum

MeasureNow (TTM)Year / quarter beforeSector rank
Revenue growth (TTM, YoY)69.8%41.3%↑Top 6%
EPS growth (TTM, YoY)-239.0%-197.3%↓Bottom 4%
Gross margin15.9%22.9%↓Bottom 21%
Operating margin-2.8%5.2%↓Bottom 18%
Net margin-4.6%3.5%↓—
Free-cash-flow margin3.3%8.7%↓—
Return on invested capital-3.5%—Bottom 20%
Revenue growth, 3-year CAGR9.7%—Top 30%

Quality of earnings and balance sheet

Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
-9.2%
Stock-based compensation / revenueA cost to shareholders through dilution.
0.8%
Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
+32.2 pp

Shareholder returns

Dividend yield (dividends paid, TTM)
0.00%
Net buyback yield (TTM)
2.95%
Shareholder yield
2.95%
Share count change, 1 year
+71.7%
Share count change, 3-year CAGR
+19.0%

Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.

Based on the four quarters through Jun 30, 2026 (filed Aug 6, 2026).

Earnings and expectations

Earnings momentum

Consecutive EPS beats
1
Beats in the last 8 reports
6 of 8
Average EPS surprise, last 4
-11.0%
Average 2-day reaction, last 8
-1.3%
Positive 20 days after report
4 of 8

Analysts

Consensus price target
$19.00
Target vs current price
+20.6%
Analysts with a rating
18
Share rating Buy or Strong Buy
50%
Consensus rating
Buy

How the stock reacted to recent reports

Report dateEPS surprise2 days5 days20 days60 days
Aug 6, 2026+27.7%+8.2%+18.4%+11.1%—
May 7, 2026-80.0%-3.3%-2.7%+0.0%+5.5%
Feb 20, 2026+0.0%-19.1%-27.5%-27.9%-19.7%
Nov 5, 2025+8.3%-0.3%-11.6%-2.9%+6.6%
Aug 6, 2025+22.7%-7.5%-2.8%+2.0%-3.2%
May 7, 2025+15.8%-8.5%-2.9%-9.7%-8.0%
Feb 13, 2025+78.6%+20.1%+23.8%+2.3%+3.3%
Nov 7, 2024+10.5%-0.1%+8.1%+8.1%+7.7%

Returns from the close before each report. Past reactions do not determine future ones.

Earnings history

Report dateEPSEstimateSurpriseRevenue
Aug 6, 2026$0.12$0.09+27.7%$1.31B
May 7, 2026$0.01$0.05-80.0%$1.18B
Feb 20, 2026$0.15$0.15+0.0%$959.0M
Nov 5, 2025$0.26$0.24+8.3%$634.0M
Aug 6, 2025$0.27$0.22+22.7%$628.0M
May 7, 2025$0.22$0.19+15.8%$599.0M
Feb 13, 2025$0.25$0.14+78.6%$571.0M
Nov 7, 2024$0.21$0.19+10.5%$606.0M

Valuation in context

MultipleNow5-year median5-year percentileSector rank (cheapness)
P/E (forward)45.5×———
EV / Sales0.83×——Top 17%
Free-cash-flow yield4.73%——Top 34%
Earnings yield-6.79%——Bottom 21%

P/E over the past five years

Range 5.2× – 191.6× since Dec 31, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.

What moved the stock over the past year

Price return, 1 year
+2.3%
Earnings per share growth (TTM)
-239.0%
Change in P/E multiple
+127.6%

Most of the move came from a change in the valuation multiple.

Technical state

Trend checklist

  • ✗ Price above 20-day average
  • ✓ Price above 50-day average
  • ✓ Price above 200-day average
  • ✓ 50-day average above 200-day
  • ✗ MACD histogram positive

Trend quality

Days above the 50-day average
1
Days above the 200-day average
46
50-day average slope (20 days)
+6.6%
200-day average slope (20 days)
+1.5%
Distance from 50-day average
+1.2%
Distance from 200-day average
+13.7%
RSI (14)
51.2
Relative volume
0.90×

Risk and drawdowns

Volatility, 60 days (annualized)
35.2%
Volatility vs own 5-year history
17th percentile · Low for this stock
Beta vs S&P 500 (2 years, weekly)
1.09
Correlation with S&P 500
0.36
Current drawdown from 1-year high
-6.6%
Maximum drawdown, 3 years
-36.8%

Largest declines in the past six years

From peakTo lowDeclineLengthRecovery
Mar 12, 2021Aug 19, 2021-40.4%111 days200 days (Jun 6, 2022)
Feb 13, 2023May 31, 2023-39.4%74 days193 days (Mar 7, 2024)
Feb 18, 2025Mar 17, 2026-36.8%270 daysNot yet recovered
Aug 25, 2022Sep 23, 2022-29.4%20 days76 days (Jan 12, 2023)
Jun 7, 2022Jun 23, 2022-25.3%11 days44 days (Aug 25, 2022)

Declines of 10% or more from a closing high, measured on daily closes.

Financial statements

Market cap
$2.88B
EPS, diluted (TTM)
-$1.07
Revenue (TTM)
$4.08B
52-week range
$10.94 – $17.26
FY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$1.63B$2.14B$2.32B$2.37B$2.82B
Gross profit$357.0M$506.0M$535.0M$535.0M$478.0M
Operating income$9.0M$131.0M$140.0M$113.0M-$17.0M
Net income$5.0M$128.0M$247.0M$81.0M-$89.0M
EPS (diluted)$0.05$1.13$2.24$0.75-$0.75
Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Revenue$606.0M$571.0M$599.0M$628.0M$634.0M$959.0M$1.18B$1.31B
Net income$13.0M$23.0M$22.0M$25.0M$25.0M-$147.0M-$44.0M-$21.0M
EPS (diluted)$0.12$0.21$0.20$0.24$0.23-$0.95-$0.24-$0.11
FY 2021FY 2022FY 2023FY 2024FY 2025
Operating cash flow$30.0M$0$188.0M$298.0M$155.0M
Capital expenditure-$5.0M-$9.0M-$17.0M-$9.0M-$21.0M
Free cash flow$25.0M-$9.0M$171.0M$289.0M$134.0M
Dividends paid$0$0$0$0$0
Net share buybacks$0-$7.0M-$50.0M-$23.0M-$37.0M

Cash outflows are shown as negative numbers.

Cash and short-term investments
$114.0M
Total assets
$3.82B
Total liabilities
$1.72B
Total debt
$631.0M
Net debt
$517.0M
Shareholders’ equity
$2.10B

As of Jun 30, 2026 (filed Aug 6, 2026).

Short interest

Shares sold short
9,542,218
Days to cover
4.17
Change vs previous report
-2.2%

FINRA short interest, settlement date Sep 15, 2026.