NYSE:LOW

Lowes Companies Inc. (LOW)

204.45
+2.55 (1.26%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 5, 2026, 12:00 am

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

Lowe's Companies Inc. has recently been compared to its main competitor, Home Depot, with varying perspectives from experts. Overall, Lowe's has reported an 11% decline compared to Home Depot's stable performance. One expert highlights Home Depot's better integration of new properties and stronger earnings growth potential driven by mergers and acquisitions, indicating a competitive edge for HD. However, another expert believes that Lowe's is well-positioned in the DIY home renovation market, especially given the current slowdown in new home sales. Lowe's has performed better in attracting both professional contractors and DIY consumers alike, suggesting a balanced business model that contrasts with Home Depot's heavier professional focus. Investors are eager to see Lowe's upcoming earnings report, which may shed light on its position amidst these competitive dynamics.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
HD,HD
TOP PICK
Negative same-store sales. Just reported earnings and year-over-year they are off only a couple of pennies. Will be earning roughly $1.50 a share this year.
PAST TOP PICK
(A Top Pick July 27/07. Down 22%.) Consumer discretionary has been a very hard-hit area. Still in his top 10.
PAST TOP PICK
(A Top Pick July 27/07. Down 22%.) The model price is $33.43, a 43% positive differential. Expect it will stay around the current price until there is some easing in the economy.
BUY
Q: Would you buy Lowe's (LOW-N) or Home Depot (HD-N)? A: Lowe’s is a much better run company and you should look to buy it at these levels. Thinks the housing sector will recover, if not through new homes, through renovation, which they make a lot of money on.
TOP PICK
A little more speculative in that the US is into about 6 quarters of the housing slowdown and has showed up in their earnings, but the company is still substantially profitable. Looking for the housing sector to stop dropping this year.
TOP PICK
His model price is $36.40, a 68% positive differential. It has recession, quasi depression priced into the stock. Could have been talking about Home Depot (HD-N) just as well.
BUY
(Market Call Minute.) Loves this one. The model price is $38.59, a 59% positive differential.
TOP PICK
He has a model price of $42.93, a 51% positive differential. There is a lot of value here.
BUY
Anything relating to housing has been impacted. Believes that when the recovery happens in housing, stock is significantly undervalued. Likes this better than Home Depot (HD-N).
TOP PICK
32% positive differential Hit because of the consumer. Biggest risk is a recession. They are in at 31.39
BUY
A mispriced asset and very cheap.
BUY
The whole home improvement sector has been under pressure because of worries that the housing boom is going to implode. Resale homes are at record levels so doesn't think the renovation trend has come to an end. The stock has probably been oversold.
TOP PICK
Hurricane has created needs as well as people investing more in their houses.
TOP PICK
Trading at about 17 X earnings. A 17/18% grower.Expects accelerated earnings growth next year.
BUY
Should do well in a housing upswing.
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