Institutions added 1.5% to their holdings in the quarter ending June 2026 (143 bought, 163 sold)
Held by Seth Klarman (Baupost)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$15.88+1.1% that day
Company value
$2.9B
Share price times all shares
Price vs sales
0.70x
No profit over the last year, so this compares value with sales instead
Cash vs value
4%
Cash as a share of company value
Debt vs value
14%
Debt as a share of company value
From DNOW's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26
$1.3B+108% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $4.1B, up 70% from the 12 months before. Over 5 years, sales grew about 12% a year.
What the price assumes
Your guesses, our math
Move the sliders to your own view of DNOW. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$15.2B
Profit in 5 years$1.5B
Price these guesses point to$113.93+617% vs $15.88 todayAbout +48% a year, before dividends
What today's price needs: with a 10% margin and a 15x P/E, sales could shrink about 12% a year for 5 years and still match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.