DNOW
Dnow Inc.Industrials · $2.9B market cap
Verdict
Share price
$15.76
close of Oct 3, 2026
Fair value
$10.77
Sticker Price
Payback Price
$4.31
buy price
DNOW is Overpriced: at $15.76 it trades 46% above its fair value of $10.77. Its buy price (Payback Price) is $4.31, 73% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew 10% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold DNOW. In Q2 2026, 2 added and 1 trimmed. Who we track
Greenhaven Associates
Greenhaven Associates · as of Q2 2026
$56.3M
4,343,617 shares
Richard Pzena
Pzena Investment Management · as of Q2 2026
$37.5M
2,893,482 shares
Seth Klarman
Baupost Group LLC · as of Q2 2026
$36.2M
2,788,000 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$7.8M
599,906 shares
Moves in Q2 2026
Added: Greenhaven Associates, First Eagle Investment Management
Trimmed: Seth Klarman
About Dnow Inc.
Dnow Inc. operates as a key supplier of industrial and downstream energy products for various sectors, including petroleum refining, chemical processing, liquefied natural gas (LNG) terminals, power generation utilities, and diverse industrial manufacturing operations. Its market presence spans the United States, Canada, and international territories. The firm markets its extensive product range under its…
Industrial - Distribution
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works