DNOWDNOW Inc.
Oil & Gas Field Machinery & Equipment
- Revenue
- $2.8B
- 19% YoY
- Operating margin
- -3.3%
- 172% YoY
- EBITDA
- −$41M
- 129% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $360M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear24% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear18% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.6B | $2.1B | $2.3B | $2.4B | $2.8B | 19% |
| Operating income | $9M | $131M | $144M | $109M | −$93M | 185% |
| Net income | $5 | $128 | $250 | $78 | −$89 | 214% |
| Operating cash flow | $30M | $0 | $188M | $298M | $155M | 48% |
| Capex | $5M | $9M | $17M | $9M | $21M | 133% |
| Stock-based comp | $8M | $11M | $15M | $13M | $29M | 123% |
| Buybacks | $0 | $7M | $50M | $23M | $37M | 61% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $7M | $8M | 185 | 182 |
| FY2024 | $6M | $7M | 181 | 176 |
| FY2023 | $6M | $3M | 158 | 199 |
| FY2022 | $5M | $11M | 177 | 195 |
| FY2021 | $6M | $5M | 119 | 121 |