COMP <GO>
DNOW vs SEI // DIVIDEND YIELD & FCF PAYOUT SAFETY
DNOW Inc. (NYSE) VS. Solaris Energy Infrastructure Inc. (NYSE) • 15-METRIC TALLY: DNOW 2
— SEI 8
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: SEI
LAST: $15.80 (-3.13%) • MKT CAP: $2.95B
dividend-safety
0.00%
LAST: $65.40 (-7.50%) • MKT CAP: $5.41B
dividend-safety
0.41%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DNOW VS. SEI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DNOW | SEI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 17.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.60% | 25.30% | -28.90 | SEI | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 7.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.45% | -8.27% | +12.72 | DNOW | /fcf-yield <GO> |
| Operating Margin | -3.30% | 21.80% | -25.10 | SEI | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 4.80% | -4.80 | SEI | /net-margins <GO> |
| Revenue Growth (YoY) | 18.80% | 98.70% | -79.90 | SEI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 0.41% | -0.41 | SEI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.81 | 3.11 | -1.30 | SEI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | SEI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.5 | 54.1 | +0.40 | DNOW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.95B | $5.41B | -$2.46B | SEI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DNOW REV | SEI REV | DNOW GROSS % | SEI GROSS % | DNOW FCF | SEI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.82B | $622.2M | 17.0% | — | $134.0M | -$437.7M |
| FY 2024 | $2.37B | $313.1M | 22.4% | — | $289.0M | -$129.1M |
| FY 2023 | $2.32B | $292.9M | — | — | $188.0M | $76.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DNOW // BETA —
SEI // BETA 1.03