Now Inc (DNOW)vsQXO, Inc. (QXO)
DNOW
Now Inc
$15.65
+1.16%
INDUSTRIALS · Cap: $2.91B
QXO
QXO, Inc.
$12.31
+0.16%
INDUSTRIALS · Cap: $13.85B
Smart Verdict
WallStSmart Research — data-driven comparison
QXO, Inc. generates 142% more annual revenue ($9.90B vs $4.08B). DNOW leads profitability with a -4.6% profit margin vs -5.2%. DNOW earns a higher WallStSmart Score of 56/100 (C).
DNOW
Buy56
out of 100
Grade: C
QXO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.2%
Fair Value
$18.24
Current Price
$15.65
$2.59 discount
Intrinsic value data unavailable for QXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 108.1% year-over-year
Earnings expanding 90.5% YoY
Reasonable price relative to book value
Revenue surging 70.3% year-over-year
Areas to Watch
Distress zone — elevated risk
Operating margin of 1.1%
Weak financial health signals
ROE of -6.6% — below average capital efficiency
0.0% earnings growth
Distress zone — elevated risk
Weak financial health signals
ROE of -4.9% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : DNOW
The strongest argument for DNOW centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 108.1% demonstrates continued momentum.
Bull Case : QXO
The strongest argument for QXO centers on Price/Book, Revenue Growth. Revenue growth of 70.3% demonstrates continued momentum. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bear Case : DNOW
The primary concerns for DNOW are Altman Z-Score, Operating Margin, Piotroski F-Score.
Bear Case : QXO
The primary concerns for QXO are EPS Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
QXO carries more volatility with a beta of 2.29 — expect wider price swings.
DNOW is growing revenue faster at 108.1% — sustainability is the question.
DNOW generates stronger free cash flow (124M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DNOW scores higher overall (56/100 vs 54/100) and 108.1% 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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