DNOW Inc.(DNOW)Stock Analysis
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Rank #1,501 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DNOW Stock Analysis & AI Quality Score
AI stock analysis and institutional research for DNOW Inc. (DNOW), a Energy sector company. 13F Pro's AI-powered ranking engine scores DNOW at 49.6/100 on a 32-signal composite quality model, placing it at rank #1,501 of 2,879 stocks — the bottom half of the AI-ranked universe. DNOW scores in the top quartile across institutional flow (81.7). Areas of concern include earnings quality (4.1) and free cash flow (30.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), DNOW Inc. reports quarterly revenue of $1.2B, net income of $-44.0M, an operating margin of -4.2%. 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.
Revenue
Q1 2026
$1.2B
Net Income
Q1 2026
$-44.0M
Free Cash Flow
Q1 2026
$-103.0M
Operating Margin
Q1 2026
-4.2%
D/E Ratio
Q1 2026
0.27
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+18.8% YoYNet Income
-114102664.1% YoYOperating Income
-185.3% YoYEPS (Diluted)
-207.0% YoYTotal Assets
+142.1% YoYTotal Debt
Op. Cash Flow
-48.0% YoY| 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 -114102664.1% | $78.00 -68.8% | $250.00 +95.3% | $128.00 -100.0% | $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 |
AI Insight: DNOW Financial Trends
DNOW acquired a major distributor in Q4 2025, doubling revenue but triggering $161M net loss and $188M operating loss amid integration headwinds.
• Revenue nearly doubled from $634M in Q3 2025 to $1,183M in Q1 2026, driven by acquisition integration.
• Operating margin collapsed to –15.9% in Q4 2025 and –4.2% in Q1 2026 versus +5.2% in Q3 2025.
• Total debt surged from $0M to $571M post-acquisition; equity grew to $2.1B but profitability remained negative.
⚠ Operating cash flow swung to –$95M in Q1 2026 from +$43M in Q3 2025; integration cash burn is material.
⚠ Net losses of $161M and $44M in consecutive quarters signal integration costs and potential asset write-downs.
AI Insight: DNOW Ratio Trends
DNOW collapsed into losses in Q4 2025, erasing two years of steady mid-single-digit profitability; TTM metrics remain deeply negative.
• Operating margin swung from +5.2% in Q3 2025 to -19.6% in Q4 2025, then partially recovered to -4.2% in Q1 2026.
• ROIC declined from +11.2% in Q3 2025 to -28.4% in Q4 2025, erasing three years of 8–12% returns.
• Leverage tightened: D/E fell from 0.27 in Q2 2024 to 0.18 in Q4 2025, though profitability metrics remain negative.
⚠ Q4 2025 was catastrophic: NPM collapsed to -16.8% and ROA to -16.4%. Identify root cause—demand, cost structure, or write-down.
⚠ Q1 2026 shows partial recovery (OpMargin -4.2% vs Q4's -19.6%), but TTM still deeply negative. Sustain or retest lows?
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Popular Research
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.
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.