Now (11N) Stock Price & Analysis
11N Stock Chart & Stats
- Day’s Range
- EUR 14.70 - EUR 14.70
- 52-Week Range
- EUR 9.65 - EUR 14.70
- Previous Close
- EUR 14.70
- Volume
- 0
- Average Volume (3M)
- 17
- Market Cap
- EUR 2.63B
- Enterprise Value
- EUR 2.89B
- Total Cash (Recent Filing)
- EUR 114.00M
- Total Debt (Recent Filing)
- EUR 631.00M
- Price to Earnings (P/E)
- ―
- Beta
- 0.26
- Next Earnings
- Nov 05, 2026 (Est.)
- EPS Estimate
- 0.13
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue Growth & Scale
Sustained double‑digit top‑line growth and rising quarterly scale indicate durable demand across core energy and industrial end markets. Larger revenue base supports operational leverage, broader supplier access, and stronger negotiating power with customers and vendors over the medium term.
Operating Cash Flow & Cash Generation
Consistent positive OCF and FCF, including a quarterly record, signal durable cash conversion ability despite GAAP losses. Reliable cash generation supports debt paydown, liquidity management, and targeted capital allocation (buybacks, capex), strengthening resilience over 2–6 months.
Synergy Realization & Margin Improvement Path
Upgraded and accelerating synergy targets provide a credible, multi‑year path to improving margins and cost structure post‑integration. Realized run‑rate savings enhance EBITDA durability and free up cash to fund operations and strategic investments over the medium term.
Bears Say
Profitability Deterioration
The swing to negative margins and operating losses marks a structural hit to return generation, reducing retained earnings and limiting reinvestment capacity. Unless sustained margin recovery occurs, profitability weakness will pressure ROE, discretionary spend, and long‑term capital allocation.
ERP & Integration Cost Drag
Elevated, multi‑quarter integration and ERP costs are a structural headwind to near‑term margins and cash flow. Prolonged implementation drag can delay expected synergies, increase execution risk, and divert management focus from commercial initiatives vital for restoring long‑term profitability.
Large Working Capital & Inventory Exposure
High AR and inventory balances tie up capital and amplify exposure to customer timing, price swings, and LIFO/integration accounting volatility. Elevated working capital constrains free cash, increases funding needs, and can slow deleveraging even as operations improve over the medium term.
Now News
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Company Description
Now
Dnow Inc. operates as a key supplier of industrial and downstream energy products for various sectors, including petroleum refining, chemical processing, liquefied natural gas (LNG) terminals, power generation utilities, and diverse industrial manufacturing operations. Its market presence spans the United States, Canada, and international territories. The firm markets its extensive product range under its proprietary brand names, DistributionNOW and DNOW. It furnishes a broad array of critical components and supplies, encompassing consumable maintenance, repair, and operational (MRO) items. This includes an extensive inventory of pipes, valves, fittings, flanges, gaskets, fasteners, electrical components, instrumentation, artificial lift systems, pumping solutions, valve actuation and modular process equipment, and measurement and control apparatus. Furthermore, Dnow provides mill supplies, various tools, and comprehensive safety and personal protective equipment (PPE), alongside specialized applied products like protective coatings and diverse expendable goods. Beyond these items, the company also deals in original equipment manufacturer (OEM) machinery, such as pumps, generator sets, air and gas compressors, dryers, blowers, mixers, and valves. Dnow delivers integrated modular oil and gas tank battery solutions, comprehensive application systems, streamlined work processes, efficient parts integration, optimization strategies, and robust after-sales support. Moreover, Dnow extends its expertise to supply chain and materials management, offering services like procurement, inventory planning and control, and warehouse administration. Its solutions further address logistics, point-of-issue technological implementation, project coordination, business process enhancement, and detailed performance metrics reporting. Operating from a vast network of approximately 180 sites, Dnow caters to clients across the entire energy value chain—upstream, midstream, and downstream. Its diverse clientele comprises drilling and well-servicing contractors, independent and national oil and gas enterprises, midstream infrastructure operators, and facilities such as refineries, petrochemical and chemical plants, and utilities. The company also supports a wide range of other downstream energy processors, alongside various industrial and manufacturing entities. Established in 1862, NOW Inc. (Dnow Inc.) maintains its corporate headquarters in Houston, Texas.
- Sector
- Industrials
- Industry
- Industrial - Distribution
- CEO
- David A. Cherechinsky
- Employees
- 5,100
- Website
- www.dnow.com
- Address
- 7402 North Eldridge Parkway, Houston, TX, 77041, US
Now (11N) Earnings & Revenues
11N Company Deck
11N Earnings Call
Earnings Call SentimentPositive
The call conveyed meaningful operational and financial progress: double-digit sequential revenue growth, a 54% sequential rise in adjusted EBITDA, record quarterly operating cash flow, improved leverage (net debt/EBITDA 1.7x), accelerating synergy realization and active share repurchases. Near-term challenges include integration/ERP-related costs, some inventory and vendor-related margin pressure, downstream timing sensitivity and regional geopolitical delays, plus a GAAP loss driven by tax/LIFO adjustments. Overall, management presented multiple quantifiable improvements and a clear path to continued margin and cash-flow gains while acknowledging manageable near-term headwinds.
View all DE:11N earnings summaries11N Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 2 | 4 |
| Technical Analysis | 3 | 2 | 4 |
| Moving Averages | 12 | 0 | 0 |