← Top Holdings
DNOWDNOW INC
CUSIP: 67011P100
1
Guru Owners
$55.1M
Total Value Held
4.2M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Pzena Investment Management | 4161129 | $55.1M | 0.17% | $13.25 | Q4 2025 |
📊 Fundamentals
Market Cap$2.3B
Forward P/E12.2x
EPS (TTM)$-0.76
Revenue (TTM)$2.8B
Profit Margin-3.16%
Beta0.79
52-Week Range
$10.94
$17.26
Current: $12.43
Data from Yahoo Finance · refreshed every 4 hours
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '251 owners · $55.1M
SOLDRay Dalio
Q2 '241 owners · $166K
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
8%analyst est. 8.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -25.2%
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