Added to YB: 2025-08-29
Pitch date: 2025-07-09
DNOW [bullish]
DNOW Inc.
+1.92%
current return
Author Info
No bio for this author
Company Info
DNOW Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation, gas utilities, and customer on-site and off-site locations in the United States, Canada, the United Kingdom, Norway, Australia, the Netherlands, Singapore, and the Middle East.
Market Cap
$1.4B
Pitch Price
$14.03
Price Target
30.00 (+110%)
Dividend
N/A
EV/EBITDA
5.83
P/E
15.34
EV/Sales
0.49
Sector
Trading Companies and Distributors
Category
special_situation
DNOW Inc. - $DNOW
DNOW: All-stock merger w/ MRC creating dominant N.American energy distributor. Conservative $70M synergies (likely $100M+ vs WCC/AXE comp) + improved biz quality = 16% EBITDA CAGR to 2028. Trading 6.1x EV/PF EBITDA vs peers 9-15x. PE target $27-30. Risk: oil macro, integration.
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