Now Inc (DNOW)vsWESCO International Inc (WCC)
DNOW
Now Inc
$13.23
-2.00%
INDUSTRIALS · Cap: $2.56B
WCC
WESCO International Inc
$354.31
-3.02%
INDUSTRIALS · Cap: $16.89B
Smart Verdict
WallStSmart Research — data-driven comparison
WESCO International Inc generates 612% more annual revenue ($24.25B vs $3.40B). WCC leads profitability with a 2.8% profit margin vs -4.5%. WCC earns a higher WallStSmart Score of 61/100 (C+).
DNOW
Buy55
out of 100
Grade: C
WCC
Buy61
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 WCC.
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
Earnings expanding 48.1% YoY
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
2.8% margin — thin
Elevated debt levels
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 : WCC
The strongest argument for WCC centers on EPS Growth. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : DNOW
The primary concerns for DNOW are Altman Z-Score, Piotroski F-Score, Return on Equity.
Bear Case : WCC
The primary concerns for WCC are PEG Ratio, Profit Margin, Debt/Equity. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
DNOW profiles as a hypergrowth stock while WCC is a value play — different risk/reward profiles.
WCC carries more volatility with a beta of 1.54 — expect wider price swings.
DNOW is growing revenue faster at 97.5% — sustainability is the question.
WCC generates stronger free cash flow (198M), providing more financial flexibility.
Bottom Line
WCC scores higher overall (61/100 vs 55/100) and 13.8% 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 →WESCO International Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
WESCO International, Inc. provides business-to-business distribution, logistics, and supply chain solutions in the United States, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.
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