← Top Holdings

DNOWDNOW INC

CUSIP: 67011P100

3

Guru Owners

$46.7M

Total Value Held

7.5M

Total Shares

$36.9M
0.12%
$43K
0.84%

📊 Fundamentals

Market Cap$2.3B
Forward P/E14.9x
EPS (TTM)$-1.19
Revenue (TTM)$3.4B
Profit Margin-4.52%
Beta0.83

52-Week Range

$10.94
$17.26

Current: $12.66

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$13.8M$27.6M$41.4M$55.1MQ2 '24Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $46.7M
REDUCEDRichard Pzena$36.9M
Q4 '251 owners · $55.1M
Q2 '241 owners · $166K

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
7%analyst est. 6.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -21.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data