Now Inc (DNOW)vsFerguson Plc (FERG)
DNOW
Now Inc
$12.12
+1.08%
INDUSTRIALS · Cap: $2.23B
FERG
Ferguson Plc
$228.84
+1.29%
INDUSTRIALS · Cap: $50.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferguson Plc generates 1005% more annual revenue ($31.16B vs $2.82B). FERG leads profitability with a 6.3% profit margin vs -3.2%. FERG earns a higher WallStSmart Score of 61/100 (C+).
DNOW
Buy59
out of 100
Grade: C
FERG
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DNOW.
Margin of Safety
+39.9%
Fair Value
$445.00
Current Price
$228.84
$216.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 68.0% year-over-year
Earnings expanding 90.5% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 33 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 23.9% YoY
Areas to Watch
Distress zone — elevated risk
Operating margin of 1.1%
Weak financial health signals
ROE of -5.2% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
6.3% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : DNOW
The strongest argument for DNOW centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 68.0% demonstrates continued momentum.
Bull Case : FERG
The strongest argument for FERG centers on Return on Equity, Altman Z-Score, Market Cap.
Bear Case : DNOW
The primary concerns for DNOW are Altman Z-Score, Operating Margin, Piotroski F-Score.
Bear Case : FERG
The primary concerns for FERG are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
DNOW profiles as a hypergrowth stock while FERG is a value play — different risk/reward profiles.
FERG carries more volatility with a beta of 1.14 — expect wider price swings.
DNOW is growing revenue faster at 68.0% — sustainability is the question.
DNOW generates stronger free cash flow (76M), providing more financial flexibility.
Bottom Line
FERG scores higher overall (61/100 vs 59/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Now Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
NOW Inc. distributes downstream power and industrial products for oil refining, chemical processing, LNG terminals, power generation services, and industrial manufacturing operations in the United States, Canada, and internationally. The company is headquartered in Houston, Texas.
Visit Website →Ferguson Plc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Ferguson plc distributes plumbing and heating products in the United States, the United Kingdom, Canada and Central Europe. The company is headquartered in Wokingham, the United Kingdom.
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