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DNOW Inc. (DNOW) vs Resideo Technologies, Inc. (REZI)

DNOW Inc. and Resideo Technologies, Inc. are both Industrial Distribution companies. Resideo Technologies, Inc. is the larger, with a market value of $3.0B against $2.5B — 1.2× the size. DNOW Inc. has negative trailing earnings, so its P/E is not meaningful; Resideo Technologies, Inc. trades at 7.8×. DNOW Inc. grew revenue faster over the last twelve months: 96.8% against 3.42%. Resideo Technologies, Inc. has the higher net margin (4.74% vs 0.00%) and the higher return on invested capital (5.86% vs 0.00%). Across the 18 metrics below, Resideo Technologies, Inc. leads on 10 and DNOW Inc. on 8.

Valuation

Metric DNOW REZI Industrial Distribution median
P/E n/m 7.76 25.87
P/S 0.52 0.39 1.08
P/B 1.17 1.17 3.44
Price to free cash flow 12.71 n/m 18.74
EV/EBITDA n/m 7.66 13.98
EV/Sales 0.58 0.73 1.26
Earnings yield (8.47%) 12.89% 3.49%
Free cash flow yield 7.87% (47.34%) 4.52%

Profitability

Metric DNOW REZI Industrial Distribution median
Gross margin 0.00% 29.56% 29.98%
Operating margin 0.00% 6.89% 7.44%
Net margin 0.00% 4.74% 4.55%
Free cash flow margin 4.24% (18.28%) 4.24%
Return on equity 0.00% 15.59% 13.19%
Return on assets 0.00% 4.20% 5.00%
Return on invested capital 0.00% 5.86% 7.52%

Growth

Metric DNOW REZI Industrial Distribution median
Revenue growth (TTM) 96.79% 3.42% 7.51%
EPS growth (last fiscal year) (202.70%) (718.03%) (3.98%)
Revenue growth, 5-year CAGR 11.74% 8.06% 9.06%
Net income growth, 5-year CAGR 0.00% 0.00% 0.52%

Health

Metric DNOW REZI Industrial Distribution median
Debt to equity 0.18 1.18 0.40
Current ratio 2.08 2.22 2.41
Net debt to EBITDA (8.52) 3.12 1.17

Dividend

Metric DNOW REZI Industrial Distribution median
Dividend yield — — 1.11%
Payout ratio — — 0.38

Size

Metric DNOW REZI Industrial Distribution median
Market cap 2.48b 2.97b 5.10b

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