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Mixed day amid earnings3 Recovering Stocks to ConsiderU.S. stocks fade after Fed split on inflationThis summary was created by AI, based on 7 opinions in the last 12 months.
Experts express a generally positive view on Lowes Companies Inc., highlighting its robust performance in both earnings and same-store sales. The company is experiencing steady growth, particularly in its professional segment, which is reported to be growing at near 9%. Analysts note that Lowes is trading at a more attractive valuation compared to Home Depot, which may give it an edge, especially in dividend growth potential. While some experts are currently cautious due to consumer spending concerns, they recognize the strong fundamentals and operational efficiency of Lowes, suggesting that it could present a good entry point in the future. Overall, the company is characterized as a quality business with healthy profits and strong management, indicating potential benefits if interest rates decline.
He sold Home Depot to buy this, because it trades at a lower PE and they execute as well. Managers here used to run HD and apply the same playbook at Lowes. Operating margins in the last 10 years have almost doubled. He exited both stocks given higher PEs and weakening consumers. Would like to re-enter later.
Owned HD 25 years ago. Took profits 10-12 years ago, and switched to LOW. Based on LOW successfully adopting the HD playbook to grow gross margins, and on valuation (LOW was 4 multiple points lower than HD). HD is now trading at a low 20s multiple, and LOW is about 17x.
Out of both right now. He became skittish on consumer. It's not they've been poor performers, but the new choices have rewarded clients to a better extent.
Great companies, great franchises. Always looking for an entry point, it's not yet. HD reported this morning, shy on revenue, mentioned consumer pulling back. He wouldn't be surprised to be in one or the other in the not-too-distant future.
Right after they recently reported, sellers pulled the trigger before they heard the conference calls, which indicated the companies are doing well. These are good companies and those sellers deserved to lose money. HD announced that their inventory glut of 2023 is now over, that inventory fell 16% last quarter vs. the prior year. Therefore, quarters will improve going forward, especially in the key spring gardening seasoning when sales usually pick up. Also, HD boosted their dividend. As for Lowe's, the CEO announced that high-margin building materials was their best-performing segment, and they will launch a loyalty rewards program in the spring Further, bad weather impacted sales in January for both companies.
Lowes Companies Inc. is a American stock, trading under the symbol LOW-N on the New York Stock Exchange (LOW). It is usually referred to as NYSE:LOW or LOW-N
In the last year, 5 stock analysts published opinions about LOW-N. 4 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Lowes Companies Inc..
Lowes Companies Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Lowes Companies Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
5 stock analysts on Stockchase covered Lowes Companies Inc. In the last year. It is a trending stock that is worth watching.
On 2025-04-14, Lowes Companies Inc. (LOW-N) stock closed at a price of $224.14.
He wouldn't buy at this point, consumer is still very weak. He'd wait till consumer and housing are stronger. He prefers LOW to HD because of its cheaper valuation and execution of the (borrowed) HD playbook.