DNOW Inc. (DNOW) vs Titan Machinery Inc. (TITN)

DNOW Inc. and Titan Machinery Inc. are both Industrial Distribution companies. DNOW Inc. is the larger, with a market value of $2.9B against $552.6M — 5.2× the size. DNOW Inc. grew revenue faster over the last twelve months: 69.8% against −10.7%. Titan Machinery Inc. has the higher net margin (−2.46% vs −4.63%) and the higher return on invested capital (−0.81% vs −4.78%). Across the 19 metrics below, Titan Machinery Inc. leads on 12 and DNOW Inc. on 7.

Valuation

Metric DNOW TITN Industrial Distribution median
P/E n/m n/m 28.81
P/S 0.71 0.23 1.10
P/B 1.38 0.97 3.59
Price to free cash flow 22.50 9.64 22.50
EV/EBITDA n/m 23.62 15.13
EV/Sales 0.80 0.31 1.31
Earnings yield (6.71%) (10.59%) 3.16%
Free cash flow yield 4.44% 10.38% 3.85%

Profitability

Metric DNOW TITN Industrial Distribution median
Gross margin 15.85% 16.47% 30.34%
Operating margin (4.60%) (0.41%) 8.06%
Net margin (4.63%) (2.46%) 4.95%
Free cash flow margin 3.33% 2.43% 4.67%
Return on equity (11.60%) (9.71%) 14.29%
Return on assets (6.90%) (3.24%) 5.30%
Return on invested capital (4.78%) (0.81%) 8.13%

Growth

Metric DNOW TITN Industrial Distribution median
Revenue growth (TTM) 69.84% (10.67%) 7.80%
EPS growth (last fiscal year) (202.70%) (46.01%) —
Revenue growth, 5-year CAGR 11.74% 11.45% 9.01%
Net income growth, 5-year CAGR 0.00% 0.00% 0.99%

Health

Metric DNOW TITN Industrial Distribution median
Debt to equity 0.23 0.38 0.53
Current ratio 2.14 1.35 2.47
Net debt to EBITDA (8.52) 5.85 1.17

Dividend

Metric DNOW TITN Industrial Distribution median
Dividend yield — — 1.54%
Payout ratio 0.00 0.00 0.00

Size

Metric DNOW TITN Industrial Distribution median
Market cap 2.88b 552.55m 5.60b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack