NYSE:LOW

Lowes Companies Inc. (LOW)

218.47
+0.25 (0.11%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
148 watching
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Investor Insights
star iconAug 15, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Lowe's Companies Inc. is currently being assessed in comparison to Home Depot, with varying opinions emerging from industry experts. One expert notes that Lowe's stock is down 11%, compared to Home Depot, which remains stable, indicating a potential lack of integration with newly acquired properties. However, there are optimistic views around Lowe's focus on DIY home renovations, especially given the current dip in new home sales. Another perspective highlights Lowe's advantageous position in attracting both professional contractors and consumers, suggesting that this diverse customer base may lead to stronger performance compared to Home Depot, which leans more toward professional users. Overall, the mixed reviews suggest that while Lowe's faces challenges, there are promising avenues for growth within the DIY space.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
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BUY
Lowes trades at a discount in terms of PE, while Home Depot is at a slight premium. He likes Lowes for their commitment to digital-commerce and customer loyalty.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 09/22, Down 3.5%)Stockchase Research Editor: Michael O'Reillu Our PAST TOP PICK with LOW is progressing well. We now recommend to trail up the stop from $172 to $180.
WAIT
LOW vs. HD Not sure you want to own either right now. For example, HD fell markedly yesterday with the inflation print. Don't add here. Go for names that benefit from higher rates.
PAST TOP PICK
(A Top Pick Aug 18/21, Up 8%) It's well-managed. They're expanding margins. In this sector, transactions were down, but profits were up, because the average price is up. In this case, inflation can be your friend. He expects good things tomorrow when they report.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This dividend Aristocrat trades at 16x earnings compared to peers at 33x. It has increased dividends for 48 consecutive years and boasts a payout ratio under 35% of cash flow. An aging home inventory suggests future home improvement demand should be sustained, even during a market down turn. We recommend a stop loss at $172, looking to achieve $238 -- upside potential over 21%. Yield 2.11% (Analysts’ price target is $237.53)
TOP PICK
Trading off on fear that Fed will extinguish economic expansion. Very well managed. Increased guidance. Increasing margins steadily. Operating margins grew from 10% to almost 14%, and have a ways to go. Outperforming HD. Yield is 1.61%. (Analysts’ price target is $275.08)
HOLD
The CEO is doing a good job and we're about to go into the spring growing season. They also do gardening and renovation and not just home-building.
PAST TOP PICK
(A Top Pick Mar 19/21, Up 25%) Little brother of HD, and following the HD playbook. Rising margins, latest quarter was great. Since he switched out of HD, it's up 20%, whereas LOW is up 33%.
BUY
It just reported a solid beat and nice forecast. The future looks great with rising margins.
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Don't fear a shutdown, but a slowdown due to the new Omicron variant. Lowes as well as Home Depot and Tractor Supply reported good earnings. The group will benefit from a slowdown. Lowes was slow to run up vs. these peers, and is still cheaper than HD
BUY
They've followed the HD playbook. Strong organic growth. Grew revenues 33% over the last 2 years, amazing for a large company. Multiple at 21x is less than HD. Good value for a fast-growing enterprise. Right in the bullseye of spending, for individuals and for pros.
BUY ON WEAKNESS
If HD gets hit again when it reports Tuesday, it'll likely pressure Lowe's, which is the time to pounce on this. Lowe's is the better operator due to the CEO's incredible turnaround. They report Wednesday, and he expects them to report a strong quarter and upbeat holiday forecast.
BUY
Question about Home Depot He owned this from the late-1990s till 2020 and did a 10-bagger. He sold it not because of the dividend, but a comparison against Lowe's. HD's success largely was a result of organic growth and operating efficiencies. In the past decade, their operating margins moved from 11% to 16.5% vs. Lowe's in a similar, but slower rate. So, he'd rather capture what will come, so he switched to Lowe's.
BUY
Allan Tong’s Discover Picks Lowe’s company boasts 35.1% YOY same-store sales growth and a 69% leap in quarterly profits. The company plans to expand online sales and add private brands. True, DIY customers shopped a little less this spring, but those folks were spending more on big-ticket items. Shares of LOW popped 4% immediately after that report. The street still believes in the name at seven buys and three holds at a price target of nearly $230 that’s over 12% higher than the current level. Home Depot boasts eight buys and one hold at a price target about 11% higher at $363.43. Read 3 Recovering Stocks to Consider for our full analysis.
BUY
A great company. Has made corporate, strategic choices with contractors. The strategy has paid off handsomely. Probably better than Home Depot. We should continue to see real estate do well. Not cheap, but a quality company.
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