COMPARE · Data as of August 21, 2026
DNOW vs DXPE
Verdict: Side-by-side breakdown using the Bull Rankings model. DNOW scored 56.8, DXPE scored 67.0 — DXPE leads.
Compare another set
DNOW
DNOW Inc.
56.8
$15.68 · $2.8B
fundamentals as of
Score gap
10.2
DXPE leads
DXPE
DXP Enterprises, Inc.
67
$190.28 · $3.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthDNOW+69.8%
- Strongest balance sheetDNOW0.31
- Highest qualityDXPE59 / 100
- Largest discount to fair valueDNOW-21%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
DNOW
stronger →← stronger
DXPE
28
Qualityreturns · margins · balance sheet
59
92
Growthrevenue & earnings expansion
86
70
Valuevaluation vs sector peers
59
DNOW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DNOW
DXPE
$136mC
FCF
$119mC
+69.8%A
Rev
+11.5%B
0.31A-
D/E
1.66C
0.7xA
P/S
—
—
PEG
0.55A-
—
P/E
32.9xC+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DNOW
DXPE
21% below
Price vs fair valuelower is cheaper
22% above
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
-4%
1-yr DCF upside
-32%
+27%
5-yr DCF upside
-18%
+91%
10-yr DCF upside
+9%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DNOW
Why this score
- Diluting shareholders
DXPE
No notable signals flagged.
The companies
DNOWDNOW Inc.
Why now
Industrial Distribution · market cap $2.8b. 9% off the 52-week high of $17.26. Revenue growing +70% — in hypergrowth territory. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $18.75 (implying +20% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -2.7%) — path to GAAP profitability is the core thesis risk. ROE -5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
DXPEDXP Enterprises, Inc.
Why now
Industrial Distribution · market cap $3.0b. 9% off the 52-week high of $208.00. Revenue growing +11%, comfortably above the S&P median. PEG 0.55 — paying under fair value for the growth rate.
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where DNOW and DXPE diverge
On the headline score the gap is 10.2 points in favor of DXPE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityDNOW 28.3 · DXPE 59.1DXPE +30.8
- ValueDNOW 70.2 · DXPE 59.4DNOW +10.8
- GrowthDNOW 92.5 · DXPE 85.8DNOW +6.7
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.