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LOW

Lowe's Companies, Inc.
$204.37
+3.97% Oct 22 close
Consumer DiscretionaryS&P 500 CompareTechnicals
1M3M6M1Y2Y
-25%-14%-4%+7%+18%Oct 2025Oct 2026Apr 2026
LOWSPY
1W
+5.1%
1M
+4.9%
3M
+1.9%
6M
-16.1%
YTD
-13.4%
1Y
-14.2%

Live chart

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What they do

Lowe's Companies, Inc. operates as a home improvement retailer in the United States and Canada. It provides a line of products for construction, maintenance, repair, remodeling, and decorating. The company also offers home improvement products, such as appliances, seasonal and outdoor living, lumber, lawn and garden, kitchens and bath, hardware.

Consumer Cyclical · Home Improvement Retail

For information only · Important disclosures

Grades vs sector

Momentum
26th percentile in sector
D+
12-1 return: -21.4%
Percentile within its GICS sector across the S&P 1500.
Growth
72nd percentile in sector
B+
Revenue growth (YoY): +8.3%
Percentile within its GICS sector across the S&P 1500.
Value
43rd percentile in sector
C
Forward E/P: 6.6% · EBITDA/EV: 8.5%
Percentile within its GICS sector across the S&P 1500.
Profitability
56th percentile in sector
B-
Profit margin: +7.3% · Return on equity: –
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 432 of 499 · 12-month momentum -16.9%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 Coteau Long Book
Not in the current book

News

More news
What Does The Market Want From Lowe's Stock?
Trefis · 15h ago
Alaska Airlines taps CVS Health exec for newly created tech role
CIO Dive · Oct 20
Pine Tree Acquires Sponsor Interest in a 10-Property, $644M Shopping Center Portfolio
PR Newswire · Oct 20
Better Buy: Home Depot or Lowe's?
Nasdaq · Oct 19

Key stats

Market value$110.3B
P/E (last 12 months)16.6
P/E (next 12 months, estimated)15.1
52-week range$178.45 – $293.06
Revenue growth (latest quarter vs a year ago)+8.3%
Dividend yield2.52%
Analyst consensusBuy (33)
Average analyst price target$252.73 (+24%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans expensive
Model read-out from the numbers below, not advice. Score -1 (DCF counts double).
▼DCF (base case)below the price by 30%
•Forward P/E vs sector15.1x vs median 13.4x
•Piotroski F-score6/9
▲Altman Z3.1 (safe)
•Net debt / EBITDA2.9x
▲Analyst target+24% (33 analysts)

Discounted cash flow

Bear
$64
-69%
growth -3% · disc. 9.6% · term. 2.0%
Base
$144
-30%
growth 2% · disc. 8.6% · term. 2.5%
Bull
$259
+27%
growth 5% · disc. 7.6% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 6% a year for 10 years.
Implied
+6%/yr
FCF, last 3 yrs
+4%/yr
FCF, last 5 yrs
-4%/yr
Revenue, last 3 yrs
-4%/yr
Revenue, last 5 yrs
-1%/yr
Same inputs as the DCF above: trailing free cash flow 7.0B, 8.6% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2026; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-07-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 0.88 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Consumer Discretionary

P/E (trailing)
sector median 17.7× · 41st pct
 16.6×
cheaper
Forward P/E
sector median 13.4× · 60th pct
 15.1×
pricier
EV / EBITDA
sector median 11.3× · 52nd pct
 11.6×
pricier
Price / sales
sector median 1.2× · 50th pct
 1.2×
pricier
Price / book
sector median 2.8×
 –
FCF yield
sector median 6.6% · 47th pct
 6.3%
pricier

Forward EPS $13.00 vs trailing $11.83 (+10% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
33.1%
Operating margin
11.4%
FCF margin
7.7%
Net margin
7.3%
Return on equity
–
Return on invested capital
26.1%
Net debt / EBITDA
2.9×
Current ratio
1.1×
Interest cover
31.0×
Cash conversion (OCF/NI)
1.4×
Piotroski F-score 6/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✓ Gross margin improved✗ Asset turnover improved

Altman Z-score 3.1 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$253
+24%
Analysts
33
Buy
Range
$191–$300
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2026$86.3B$6.7B$7.7B
2025$83.7B$7.0B$7.7B
2024$86.4B$7.7B$6.2B
2023$97.1B$6.4B$6.8B
2022$96.2B$8.4B$8.3B
2021$89.6B$5.8B$9.3B

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -3.8%.

Earnings

Next report: 2026-11-18 · before open · EPS est 2.95
24-1125-0225-0525-0825-1126-0226-0526-080.004.40
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-194.224.40+4.2%
2026-05-202.973.03+2.1%
2026-02-251.941.98+1.9%
2025-11-192.953.06+3.6%
2025-08-204.244.33+2.2%
2025-05-212.882.92+1.4%
2025-02-261.841.93+4.8%
2024-11-192.812.89+2.8%

Quarterly revenue

QuarterRevenueYoY
2026-07-31$26.0B+8.3%
2026-04-30$23.1B–
2026-01-31$20.6B–
2025-10-31$20.8B–
2025-07-31$24.0B–
Rating changes
Reiterated
2026-10-20 · Evercore ISI Group reiterated In-Line on LOW
Reiterated
2026-10-06 · Evercore ISI Group reiterated In-Line on LOW
Reiterated
2026-09-21 · Guggenheim reiterated Buy on LOW
Reiterated
2026-09-09 · Evercore ISI Group reiterated In-Line on LOW
Reiterated
2026-09-09 · Bernstein reiterated Outperform on LOW
Reiterated
2026-08-21 · Guggenheim reiterated Buy on LOW

Third-party analyst actions, not Coteau's views. All rating changes

Recent dividends

2026-07-22: $1.250 · 2026-04-22: $1.200 · 2026-01-21: $1.200 · 2025-10-22: $1.200 · 2025-07-23: $1.200 · 2025-04-23: $1.150 · 2025-01-22: $1.150 · 2024-10-23: $1.150
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Stats refreshed 2026-10-21 18:06:51 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Beta 0.9 · Oct 21, 2026