As of 2026-07-13 · Last updated: 2026-07-14 · Source: SEC EDGAR (XBRL companyfacts, CIK 0000060667), stockanalysis (price, stats, financials, ratios, consensus), Company IR · Prices & financials updated periodically (not real-time) · Information tool (not investment advice)
The #2 home-improvement retailer in the U.S. and Canada (Home Depot is #1). It sells building materials, appliances, lumber, and tools through 1,759 stores (as of 2026-01-30) and online, and is pushing to grow Pro (professional contractor) customers. TTM revenue $88.4B with an 11.6% operating margin.
Current Price
$209.50
-1.01%-$2.13· Close 2026-07-13
Analyst Consensus Target (external reference)
$263.73
Avg. of 35 external analysts · stockanalysis (35-analyst consensus, Buy)
P/E (TTM)
17.9x
TTM
Operating Margin
11.6%
TTM
Net Margin
7.5%
TTM
ROA
12.8%
TTM (ROA; equity is negative)
Dividend Yield
2.29%
62 consecutive years
Market Cap
$117.5B
As of 2026-07-13
Economic Moat · Key Business Segments
Lowe's is the #2 home-improvement retailer, operating 1,759 stores across the U.S. and Canada (as of 2026-01-30); Home Depot is #1. Recent acquisitions of FBM (building-materials distribution, $8.8B, 2025) and ADG (interior-finishes installation and distribution, $1.3B, 2025) are expanding its Pro (professional contractor) base and distribution reach. Its TTM operating margin of 11.6% trails #1 Home Depot's 12.5% (source: company IR, stockanalysis).
Store Network Scale
1,759 stores across all 50 U.S. states plus Canada (as of 2026-01-30), giving #2-scale buying power and logistics.
Pro Customer Expansion
The 2025 acquisitions of FBM ($8.8B) and ADG ($1.3B) strengthen distribution and installation services for professional contractors.
Economies of Scale
Bulk purchasing and a logistics network secure a cost advantage.
Brand Recognition
The #2 brand in home improvement, behind Home Depot.
10-Year Financial Trends
Revenue grew modestly at a 9-year CAGR of +3.2% ($65.0B in 2016 to $86.3B in 2025). Net income (+8.9%) and especially diluted EPS (+14.6%) rose far faster—driven more by heavy buybacks than by the business: diluted shares fell 36%, from 881M in 2016 to 560M in 2025. Continued buybacks eroded equity, which turned negative in FY2021 (ended 2022-01-28) and was about -$9.9B at FY2025-end. FY2023 revenue fell -11% on the sale of part of the Pro distribution business. In short, EPS growth reflects buybacks more than expansion (source: SEC EDGAR 10-K XBRL, stockanalysis).
9-Year CAGR: Revenue +3.2% · Operating Income +6.3% · Net Income +8.9% · EPS +14.6%
Source: SEC EDGAR XBRL (companyfacts, CIK 0000060667), stockanalysis, company IR. Lowe's has a late-Jan/early-Feb year-end (e.g., the fiscal year ended 2026-01-30). To match EDGAR XBRL frames and stockanalysis, year labels use the fiscal year's 'start' year (e.g., 'FY2025' = 2025-02-01 to 2026-01-30). Revenue, operating income, EPS, and operating margin cover 10 years (2016–2025); P/E covers the last 5 years (stockanalysis). Because buybacks turned equity negative starting in FY2021 (about -$9.9B at FY2025-end), the ROE and P/B series are replaced by ROA due to equity distortion.
Mega-Cap Value Metric Comparison
Lowe's is the #2 home-improvement retailer, with an operating margin (11.6% vs. 12.5%) slightly below #1 Home Depot (HD). Its P/E (17.9x), however, is lower than Home Depot's (24.4x), so valuation is less demanding (source: stockanalysis).
Metric
★ LOW
HD
Operating Margin
11.6%
12.5%
P/E (TTM)
17.9
24.4
Dividend Yield
2.29%
2.75%
P/E and operating margin = TTM · Source: stockanalysis, company filings, 2026-07-13.
Key Risk Factors (from 10-K)
●
Housing Slowdown— High mortgage rates and slower home sales can delay large remodeling projects and soften DIY consumer demand.Source: Company 10-K Risk Factors
●
Buyback-Driven Negative Equity— Sustained buybacks turned equity negative starting in FY2021 (about -$9.9B at FY2025-end)—both the source of fast EPS growth and the flip side of rising financial leverage.Source: SEC EDGAR XBRL
●
Smaller Than Home Depot— It trails #1 Home Depot in revenue scale and operating margin. It acquired FBM and ADG to grow Pro customers, but integration results remain to be seen.Source: Company IR, 10-K
✦ ValueCrab Dashboard PreviewLOW $209.5 -1.01% · as of 2026-07-13
Q. What are Lowe's (LOW) key value-investing metrics?P/E (TTM) 17.9, operating margin 11.6%, net margin 7.5%, ROA 12.8%, dividend yield 2.29%, and a 9-year revenue CAGR of +3.2% (source: stockanalysis, as of 2026-07-13). Because buybacks left equity negative, ROE and P/B are of limited use.
Q. How is Lowe's as a dividend stock?It's a 'Dividend King' that has raised its dividend for 62 straight years. The current yield is about 2.29% and the payout ratio is about 41%. (This is informational and not a recommendation to buy or sell.)
Q. Why did EPS grow much faster than net income?Because heavy buybacks cut diluted shares about 36% over nine years (881M to 560M). Revenue CAGR was just +3.2%, but capital allocation (buybacks) lifted EPS at a +14.6% CAGR. It's important to separate business growth from EPS growth.
Q. How does it compare with Home Depot?Lowe's is the #2 home-improvement retailer, with an operating margin slightly below #1 Home Depot (11.6% vs. 12.5%). It recently acquired FBM and ADG to grow Pro (professional contractor) customers.