Lowe`s Cos., Inc.

Lowe`s Cos., Inc.

LOW

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Market Cap$123.79B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Lowe`s Cos., Inc.Lowe`s Cos., Inc.18.62.17%-72%1.4-4.8

Earnings Call Q1 2026

May 20, 2026 - AI Summary

Q1 headline results (good + resilient): Lowe’s reported $23.1B sales (+10.3% YoY) with comps +0.6% (Q1 2/1/1 weather drag offset by spring strength). Adjusted diluted EPS $3.03 (+3.8% YoY). Performance was driven by Pro, Appliances, Online, and Home Services, and execution around SpringFest (strong in-stocks and member offers). Feb comps -1.4% (storms), then Mar +2.1% and Apr +0.5%.
Demand/challenges: DIY still pressured; discretionary lags (bad/ongoing): Management said DIY demand remains under pressure in a weak/low-turnover housing environment (elevated rates, higher costs). Transactions were down -0.9% YoY in Q1 (ticket +1.5%), and comps still reflect discretionary big-project categories lagging while repair/maintenance/replacement categories and services are holding up better. They estimate the portfolio is roughly ~2/3 repair/maintenance vs ~1/3 discretionary, and that hasn’t changed.
Key growth engines/opportunities (where upside is coming from): - Pro: momentum continuing; loyalty MyLowe’s Pro Rewards (small/medium Pro) “resonating.” AI tools helping associates (e.g., Materials List reducing quote generation from days to minutes). - Online: +15.5% sales growth; improved UX and fulfillment (including same-day delivery). Added free same-day delivery over $25 for MyLowe’s Rewards/Pro members; AI assistant Mylow now supports >1M customer inquiries/month and users convert at 3x the rate of non-users. - Home Services: continued share gains; announced HomeCare+ subscription for MyLowe’s Rewards members using trained store “Red Vest” associates (early, long-term loyalty/engagement bet).

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$270.20

Target Price by Analysts

22.7% upsideLowe`s Cos. Target Price DetailsTarget Price
$134.61

Current Fair Value

38.9% downside

Overvalued by 38.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$123.79 Billion
Enterprise Value$167.18 Billion
Dividend Yield$4.80 (2.17%)
Earnings per Share$11.87
Beta0.86
Outstanding Shares559,000,000

Return

Return on Equity-71.64%ROE
Return on Assets12.09%
Return on Invested Capital28.29%

Valuation & Multiples

P/E Ratio18.58P/E Ratio
PEG-2345.87PEG
Price to Sales1.39Price to Sales
Price to Book Ratio-12.96Price to Book Ratio
Enterprise Value to Revenue1.89
Enterprise Value to EBIT17.04
Enterprise Value to Net Income25
Total Debt to Enterprise0.26
Debt to Equity-4.76Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 27, 2026
EPS Estimate
$2.97
Average shareholder expectation
Revenue Estimate
$22.94 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 19, 2026
EPS Estimate
$4.26
Average shareholder expectation
Revenue Estimate
$26.27 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0493 10.85%
Total Calls3,884,613 17.09%
Total Puts4,075,967 7.53%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %77.84% 1.45%
Total Invested$102.50B 3.74%
Investors Holding2,760 26.00%

ESG Score

No data

About Lowe`s Cos., Inc.

300,000 employees
CEO: Marvin Ellison

Lowe's Companies, Inc. (NYSE: LOW) is a FORTUNE® 50 home improvement company serving approximately 18 million customers a week in the United States and Canada. With fiscal year 2019 sales of $72.1 billion, Lowe's and its related business...

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and scoring for tax legislation, directly influencing corporate tax rates, deductions, and the overall fiscal policy framework that impacts Lowe's profitability and capital allocation decisions.

Finance

This powerful committee controls corporate and individual taxation, trade policy (tariffs on imported goods), and entitlement spending, all of which directly impact Lowe's profitability, product costs, and consumer disposable income.

Health, Education, Labor, and Pensions

This committee directly regulates labor laws, minimum wage, and unionization, which significantly impact the operating costs and human resources strategy for Lowe's large workforce of approximately 300,000 associates.

Banking, Housing, and Urban Affairs

This committee directly regulates the housing market, mortgage rates, consumer lending, and financial institutions, which are critical drivers for home sales, renovations, and consumer spending on home improvement products sold by Lowe's.