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.

consensus icon
Consensus
Neutral
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Valuation
Fair Value
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Similar
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BUY
LOW vs. HD He had owned HD for close to 20 years, and had done well. You don't stop doing research after buying a company. His research showed that Lowe's was catching up. Lowe's trades 5x cheaper than HD, margins are lower but expanding. See his Top Picks today.
TOP PICK
Better value at this point than HD. Lowe's is using the same recipe as HD did to expand operating margin, but you can get in in advance of its doing that. LOW is up dramatically today, as results impressed the street. Yield is 1.65%. (Analysts’ price target is $225.50)
BUY
Yesterday, Home Depot reported and shares tumbled, and Lowe's fell from $193 to $182. Today, Lowe's reported an excellent quarter, and shares jumped $17. Lowe's is NOT Home Depot; it is in better shape than Home Depot. Lowe's stores are friendly to professional contractors and are winning back female consumers, their core demographic until a few years ago after which the company lost its way. This week's sell-off of retail stocks was completely overdone.
DON'T BUY
Technical analysis of its chart LOW has made new highs since last fall, but compared to the S&P chart in terms of performance, LOW peaked 10 months ago and continues to struggle. LOW vs. HXV (homebuilders ETF): LOW is flirting now with 52-week relative low performance. Something isn't working and he doesn't like the stock. The current chart shows a break in the trendline and support at $180; it closed at $190 today. He predicts a 10-point retreat after next week's quarterly report if it disappoints. LOW underperforms the home-builders.
PAST TOP PICK
(A Top Pick Aug 31/20, Up 18%) Has an opportunity to improve their margins. Have some concerns about outperforming the market. There is a lot of demand for housing builds but there is a shortage of housing trades and materials. Will require some time for them to increase thrust. A hold right now.
DON'T BUY

LOW vs. HD Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed.

BUY

Lowes vs. Home Depot in the reopening There's still room to run for both. Contractors have a ton of work and a shortage of supplies. Both have risen over 20% in the past 6 months. Home Depot trades at a slightly higher valuation, but is worth it and she prefers HD.

BUY

Has owned Home Depot for 18, which has outperformed Lowes until 18 months ago (i.e. lagged HD in gross margins). So, he sold HD and bought Lowes three months ago. So far, it's a good start. You want to buy the best company in a sector. Before, it was HD, and now it's Lowes.

BUY

They report Wednesday. Under the new CEO, he expects Lowes to take market share from Home Depot.

BUY
It's only 10 points below its all-time high. Their stores are busy and open late. Tools are exploding now and there's a shortage of appliances and tool (look at Stanley Decker).
BUY

LOW vs. HD Staying at home has benefited both. Post-pandemic, they can benefit even further from pent-up demand for larger, professional contracts. LOW has outperformed HD since last March, trading at 20x earnings vs. 24x for HD. LOW has a stronger growth rate, 14% vs. HD at 9%. Both names are great, but LOW gets the edge.

BUY
It's still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense. In any home boom, like now, people spend on home improvement. Also, we're entering gardening season.
TOP PICK

Owned Home Depot before. Lowes has become a better competitor to Home Depot, and is now trading 4 multiple points below, but with similar fundamental points. They have increased their operating margin to about 13%. A Home Depot exec is also now part of Lowes. (Analysts’ price target is $194.52)

BUY

He believes in the CEO as he turns around the company. It's been difficult, but is moving in the right direction. Once he executes his vision, Lowe's will rival Home Depot in profits and growth.

DON'T BUY

Likes the home improvement space. All the vacation money has gone into the home. He prefers Home Depot. Their numbers looks better than Lowes'. He owns neither. Post-covid, he thinks the trend will continue.

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