DNOW vs IR
Dnow Inc. vs Ingersoll Rand — AI-powered side-by-side comparison
| Metric | DNOW | IR |
|---|
| AI Score |
59
|
69
|
| Price |
$16.66
|
$85.02
|
| P/E Ratio |
-15.57×
|
34.70×
|
| ROE |
-4.0%
|
5.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
15.9%
|
37.9%
|
| Debt / Equity |
0.28×
|
0.47×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
85.0
|
54.1
|
| Beta |
0.862
|
1.168
|
| Expected Upside |
—
|
+2.9%
|
AI Committee View
Current Innellis committee reasoning for DNOW versus IR.
IR leads by 10 points.
IR scores 69/100 (Buy) versus DNOW at 59/100 (Buy).
DNOW Committee View
50% agreement
4 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 27.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- RSI at 85 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value