WallStSmart

Now Inc (DNOW)vsWW Grainger Inc (GWW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

WW Grainger Inc generates 536% more annual revenue ($17.94B vs $2.82B). GWW leads profitability with a 9.5% profit margin vs -3.2%. DNOW earns a higher WallStSmart Score of 59/100 (C).

DNOW

Buy

59

out of 100

Grade: C

Growth: 8.7Profit: 3.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 1.53

GWW

Buy

50

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 7.3Quality: 7.3
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DNOW.

GWWSignificantly Overvalued (-399.9%)

Margin of Safety

-399.9%

Fair Value

$240.52

Current Price

$1075.87

$835.35 premium

UndervaluedFair: $240.52Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DNOW4 strengths · Avg: 9.8/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
68.0%10/10

Revenue surging 68.0% year-over-year

EPS GrowthGrowth
90.5%10/10

Earnings expanding 90.5% YoY

Debt/EquityHealth
0.309/10

Conservative balance sheet, low leverage

GWW2 strengths · Avg: 9.5/10
Return on EquityProfitability
46.1%10/10

Every $100 of equity generates 46 in profit

Market CapQuality
$50.97B9/10

Large-cap with strong market position

Areas to Watch

DNOW4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.534/10

Distress zone — elevated risk

Operating MarginProfitability
1.1%3/10

Operating margin of 1.1%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-5.2%2/10

ROE of -5.2% — below average capital efficiency

GWW4 concerns · Avg: 4.0/10
PEG RatioValuation
1.814/10

Expensive relative to growth rate

P/E RatioValuation
30.4x4/10

Premium valuation, high expectations priced in

Price/BookValuation
13.7x4/10

Trading at 13.7x book value

Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Comparative Analysis Report

WallStSmart Research

Bull 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 : GWW

The strongest argument for GWW centers on Return on Equity, Market Cap.

Bear Case : DNOW

The primary concerns for DNOW are Altman Z-Score, Operating Margin, Piotroski F-Score.

Bear Case : GWW

The primary concerns for GWW are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

DNOW profiles as a hypergrowth stock while GWW is a value play — different risk/reward profiles.

GWW carries more volatility with a beta of 1.09 — expect wider price swings.

DNOW is growing revenue faster at 68.0% — sustainability is the question.

GWW generates stronger free cash flow (269M), providing more financial flexibility.

Bottom Line

DNOW scores higher overall (59/100 vs 50/100) and 68.0% 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.

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WW Grainger Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

W. W. Grainger, Inc. is an American Fortune 500 industrial supply company founded in 1927 in Chicago by William W. (Bill) Grainger.

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