Now Inc (DNOW)vsQXO, Inc. (QXO)
DNOW
Now Inc
$13.23
-2.00%
INDUSTRIALS · Cap: $2.56B
QXO
QXO, Inc.
$15.76
-2.90%
INDUSTRIALS · Cap: $11.90B
Smart Verdict
WallStSmart Research — data-driven comparison
QXO, Inc. generates 151% more annual revenue ($8.56B vs $3.40B). DNOW leads profitability with a -4.5% profit margin vs -6.0%. DNOW earns a higher WallStSmart Score of 55/100 (C).
DNOW
Buy55
out of 100
Grade: C
QXO
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.4%
Fair Value
$12.52
Current Price
$13.23
$0.71 premium
Intrinsic value data unavailable for QXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 97.5% year-over-year
Earnings expanding 90.5% YoY
Reasonable price relative to book value
Revenue surging 12716.0% year-over-year
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
ROE of -6.6% — below average capital efficiency
Negative free cash flow — burning cash
Expensive relative to growth rate
0.0% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DNOW
The strongest argument for DNOW centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 97.5% demonstrates continued momentum.
Bull Case : QXO
The strongest argument for QXO centers on Price/Book, Revenue Growth. Revenue growth of 12716.0% demonstrates continued momentum.
Bear Case : DNOW
The primary concerns for DNOW are Altman Z-Score, Piotroski F-Score, Return on Equity.
Bear Case : QXO
The primary concerns for QXO are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
QXO carries more volatility with a beta of 2.20 — expect wider price swings.
QXO is growing revenue faster at 12716.0% — sustainability is the question.
QXO generates stronger free cash flow (48M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DNOW scores higher overall (55/100 vs 50/100) and 97.5% revenue growth. 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 →QXO, Inc.
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
QXO, Inc. is a business application, technology, and consulting company in North America. The company is headquartered in Greenwich, Connecticut.
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