Added to YB: 2025-08-29
Pitch date: 2025-07-09
DNOW [bullish]
DNOW Inc.
-8.13%
current return
Author Info
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Company Info
DNOW Inc. distributes pipe, valves, fittings, and pumps in the United States, Canada, and internationally.
Market Cap
$2.4B
Pitch Price
$14.03
Price Target
30.00 (+133%)
Dividend
N/A
EV/EBITDA
16.71
P/E
-11.73
EV/Sales
0.89
Sector
Trading Companies and Distributors
Category
special_situation
Show full summary:
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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