Now Inc (DNOW)vsWW Grainger Inc (GWW)
DNOW
Now Inc
$15.65
+1.16%
INDUSTRIALS · Cap: $2.91B
GWW
WW Grainger Inc
$1,280.00
+0.67%
INDUSTRIALS · Cap: $60.29B
Smart Verdict
WallStSmart Research — data-driven comparison
WW Grainger Inc generates 362% more annual revenue ($18.84B vs $4.08B). GWW leads profitability with a 9.9% profit margin vs -4.6%. GWW earns a higher WallStSmart Score of 64/100 (C+).
DNOW
Buy56
out of 100
Grade: C
GWW
Buy64
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 GWW.
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
Every $100 of equity generates 45 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 20.5% YoY
Areas to Watch
Distress zone — elevated risk
Operating margin of 1.1%
Weak financial health signals
ROE of -6.6% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 14.6x book value
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 : GWW
The strongest argument for GWW centers on Return on Equity, Altman Z-Score, Market Cap. Revenue growth of 10.3% demonstrates continued momentum.
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 1.03 — expect wider price swings.
DNOW is growing revenue faster at 108.1% — sustainability is the question.
GWW generates stronger free cash flow (333M), providing more financial flexibility.
Bottom Line
GWW scores higher overall (64/100 vs 56/100) and 10.3% 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 →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.
Visit Website →Compare with Other INDUSTRIAL DISTRIBUTION Stocks
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