What is the 13F Pro Quality Score for DNOW?

13F Pro ranks DNOW Inc. (DNOW) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DNOW's current score at https://13fpro.ai/company/DNOW (free sign-up required for the full ranking).

Where does 13F Pro source DNOW data?

All DNOW Inc. fundamentals and ownership data come directly from SEC EDGAR. DNOW Inc. files with the SEC under CIK 1599617. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is DNOW in?

DNOW Inc. (DNOW) is classified in the Energy sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/energy.

What are DNOW's largest expenses?

DNOW Inc.'s latest 10-Q reports these as the largest expense items: Impairment and other charges ($4M, n/a (nil in prior year)). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is DNOW research updated on 13F Pro?

DNOW's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

DNOW Inc.(DNOW)Stock Analysis

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SEC EDGAR: CIK 1599617 DNOW stock profile & AI dashboard →

13F Pro Quality Score

48.8/100

Rank #1,696 of 2,962 stocks

View Energy peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

88.1/100

Profitability

21.7/100

Balance Sheet

20.1/100

Earnings Quality

13.7/100

Free Cash Flow

36.6/100

Institutional Flow

70.8/100

Revenue Scale

75.1/100

Dilution Risk

56.5/100

Email me the moment this company reports earnings

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Why DNOW Scores 49/100

exact factor attribution · 2026-09-11

DNOW's composite is driven by revenue growth and scale, held back by profitability and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.6 pts

88th pct

Scale

+3.8 pts

75th pct

Institutional flow

+1.0 pts

71th pct

Shareholder dilution

+0.3 pts

57th pct

Earnings growth

-1.0 pts

29th pct

Free cash flow

-2.0 pts

37th pct

Capital efficiency

-3.0 pts

20th pct

Earnings quality

-3.6 pts

14th pct

Profitability

-4.3 pts

22th pct

Latest change (2026-08-06): 50 → 53 · ↑ Free cash flow 30→46

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

DNOW Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for DNOW Inc. (DNOW), a Energy sector company. 13F Pro's AI-powered ranking engine scores DNOW at 48.8/100 on a 32-signal composite quality model, placing it at rank #1,696 of 2,962 stocks — the bottom half of the AI-ranked universe. DNOW scores in the top quartile across revenue growth (88.1), revenue scale (75.1). Areas of concern include earnings quality (13.7) and balance sheet strength (20.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), DNOW Inc. reports quarterly revenue of $1.3B, net income of $-21.0M, free cash flow of $124.0M. Top institutional holders of DNOW by reported 13-F value include BlackRock, WELLINGTON MANAGEMENT GROUP LLP, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. DNOW trades on the NYSE exchange and files with the SEC under CIK 1599617. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DNOW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DNOW Inc. directly from SEC EDGAR. DNOW Inc.'s 13F Pro composite quality score has ranged between 44 and 69 since 2024, currently 48.8 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about DNOW Inc.

Quirks, history, and lore behind DNOW — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. energy sector company · listed on the NYSE · headquartered in Houston, Texas · serves the oil and gas industry.
2
The Numbers
Annual revenue in the range of roughly $2 billion, with a business model built on distribution margins rather than drilling anything itself.
3
The History
Spun off from a major oilfield services giant around 2014, it was carved out as an independent pipe, valve, and fitting distributor and promptly listed on its own.
4
The Secret
It doesn't drill, it delivers — supplying the nuts, bolts, pipes, and valves that keep upstream and midstream operations running without ever touching a wellhead itself.
5
The Lore
Its roots trace back to National Oilwell Varco, one of the biggest names in oilfield equipment — making this spinoff essentially the hardware store for the oil patch.
6
The Giveaway
The ticker is literally the whole brand: a four-letter NYSE symbol that doubles as the company name, born from National Oilwell's distribution arm going it alone.

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What's Driving DNOW's Business? Latest 10-Q Breakdown

AI-extracted from DNOW Inc.'s 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

DNOW revenue doubled to $1.31B on MRC Global acquisition, but net loss of $21M reflects integration headwinds and LIFO inventory impacts.

Biggest Revenue Drivers

Largest Expense Items

Impairment and other charges$4Mn/a (nil in prior year)

$4M impairment on operating right-of-use asset for Houston corporate office lease.

Margins: Gross margin declined to 18.6% from 20.5% YoY due to LIFO reserve increases ($19M), acquisition inventory fair-value step-ups ($3M), and product/customer mix shift from MRC Global integration. Adjusted gross margin was 20.8% vs. 23.2% YoY, reflecting lower profitability from acquired operations.

Watch Items from the Filing

MRC Global integration drag: Operating loss of $8M in U.S. segment Q2 2026 vs. $15M profit in Q2 2025; $62M operating loss in first half 2026 vs. $36M profit in first half 2025, driven by inventory write-downs ($44M) and elevated SG&A from acquisition.
Asbestos litigation exposure: Named defendant in ~444 lawsuits with ~497 claims; third-party insurance covers substantial portion but policy caps present risk if future claims exceed coverage limits.
Multi-state unclaimed property audit underway; timing and outcome unpredictable; potential assessment of penalties, interest and remittance requirements if noncompliance found.
Tariff headwinds: Significant products sourced from China/India; tariff pass-throughs successful in some cases but caused delays/cancellations among downstream clients in others.
Strong sector fundamentals: Gas Utilities sector (23% of H1 revenue) driven by ~33% of gas distribution lines >40 years old requiring replacement; Midstream expansion supported by $1T+ North American infrastructure investment opportunity.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.3B

Net Income

Q2 2026

$-21.0M

Free Cash Flow

Q2 2026

$124.0M

ROIC

Q2 2026

0.2%

D/E Ratio

Q2 2026

0.23

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+18.8% YoY

$2.82BFY 2025

FY22 $2.14BFY23 $2.32BFY24 $2.37BFY25 $2.82B

Net Income

-214.1% YoY

$-89.0MFY 2025

FY22 $128.0MFY23 $250.0MFY24 $78.0MFY25 $-89.0M

Operating Income

-185.3% YoY

$-93.0MFY 2025

FY22 $131.0MFY23 $144.0MFY24 $109.0MFY25 $-93.0M

EPS (Diluted)

-207.0% YoY

$-0.76FY 2025

FY22 $1.13FY23 $2.27FY24 $0.71FY25 $-0.76

Total Assets

+142.1% YoY

$3.92BFY 2025

FY22 $1.32BFY23 $1.53BFY24 $1.62BFY25 $3.92B

Total Debt

$411.0MFY 2025

FY22 —FY23 —FY24 $0.00FY25 $411.0M

Op. Cash Flow

-48.0% YoY

$155.0MFY 2025

FY22 $0.00FY23 $188.0MFY24 $298.0MFY25 $155.0M

Free Cash Flow

-53.6% YoY

$134.0MFY 2025

FY22 $-9.0MFY23 $171.0MFY24 $289.0MFY25 $134.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.82B +18.8%	$2.37B +2.2%	$2.32B +8.7%	$2.14B +30.9%	$1.63B +0.8%	$1.62B
Net Income	$-89.0M -214.1%	$78.0M -68.8%	$250.0M +95.3%	$128.0M +2460.0%	$5.0M +101.2%	$-427.0M
Operating Income	$-93.0M -185.3%	$109.0M -24.3%	$144.0M +9.9%	$131.0M +1355.6%	$9.0M +102.1%	$-420.0M
EPS (Diluted)	$-0.76 -207.0%	$0.71 -68.7%	$2.27 +100.9%	$1.13 +2160.0%	$0.05 +101.3%	$-3.91
Total Assets	$3.92B +142.1%	$1.62B +6.0%	$1.53B +15.8%	$1.32B +19.6%	$1.10B +9.5%	$1.01B
Total Debt	$411.0M	$0.00	—	—	—	—
Operating Cash Flow	$155.0M -48.0%	$298.0M +58.5%	$188.0M	$0.00 -100.0%	$30.0M -84.1%	$189.0M
Free Cash Flow	$134.0M -53.6%	$289.0M +69.0%	$171.0M +2000.0%	$-9.0M -136.0%	$25.0M -86.2%	$181.0M

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Available Research

13F Pro tracks comprehensive data for DNOW Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of DNOW

BlackRock, Inc.
$374.9M28,908,385 sh
WELLINGTON MANAGEMENT GROUP LLP
$253.1M19,513,068 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$134.9M10,397,158 sh
VANGUARD CAPITAL MANAGEMENT LLC
$106.4M8,202,459 sh
DIMENSIONAL FUND ADVISORS LP
$103.2M7,956,916 sh
STATE STREET CORP
$94.4M7,279,614 sh
FIRST TRUST ADVISORS LP
$85.7M6,607,074 sh
Engine Capital Management, LP
$67.0M5,169,462 sh
GEODE CAPITAL MANAGEMENT, LLC
$61.9M4,769,830 sh
RENAISSANCE TECHNOLOGIES LLC
$60.9M4,697,825 sh

Fund	Value	Shares
BlackRock, Inc.	$374.9M	28,908,385
WELLINGTON MANAGEMENT GROUP LLP	$253.1M	19,513,068
VANGUARD PORTFOLIO MANAGEMENT LLC	$134.9M	10,397,158
VANGUARD CAPITAL MANAGEMENT LLC	$106.4M	8,202,459
DIMENSIONAL FUND ADVISORS LP	$103.2M	7,956,916
STATE STREET CORP	$94.4M	7,279,614
FIRST TRUST ADVISORS LP	$85.7M	6,607,074
Engine Capital Management, LP	$67.0M	5,169,462
GEODE CAPITAL MANAGEMENT, LLC	$61.9M	4,769,830
RENAISSANCE TECHNOLOGIES LLC	$60.9M	4,697,825

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Is DNOW a good stock to buy?

13F Pro's AI-powered analysis of DNOW Inc. (DNOW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DNOW are available on the DNOW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DNOW is classified as a mid company.

Which hedge funds own DNOW?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DNOW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DNOW Inc.'s investment landscape.