Lowe's Companies, Inc.
NYSE: LOW
Stock price
244.22 USD
(+23.03%) 5 years
Financial Performance
5Y price score: 35
against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index,
while a score above 100 means it outperformed the S&P 500.
10Y return: 265.2%
US$ Per
Share
Earnings per share
Free cash flow per share
Stock price
By default your notes are visible only to you.
210.3
52-week range
293.0
Your model inputs
| Required return / cost of capital |
| FCFF terminal growth rate |
Valuation
Free Cash Flow Yield
5.6 %
Dividend Yield TTM
1.9 %
Market cap $
$ 136,995.6
Price / Earnings TTM
20.6
Price / Book TTM
(13.8)
PEG TTM
(6.6)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
12.6 %
33.4 %
265.2 %
Free cash flow per share growth
0.7 %
10.7 %
253.8 %
Earnings per share growth
(3.1) %
52.9 %
334.1 %
Founded: 1,921
Employees: 300,000
Business Summary:
all figures in USD Millions except per share data
Periods:
View:
Forecast:
Averages
based on historical growth rates (CAGR) and average margins for last 10 or max, available and up to 10 years.
Analysts
Average Revenue and Net Income forecast estimates from analysts who cover the stock.
Custom
you can edit default forecast based on averages or analysts consensus and use it to calculate fair value based on your assumptions.
ㅤ
Please log in / sign up view historical financials. It is free under TopFunds
Light plan.
Increase
Decrease
Total
| Required return / cost of capital |
| FCFF terminal growth rate |
| Free cash flow forecast |
| Terminal value |
| ㅤPV breakdown |
| Enterprise value / PV of FCF |
| ㅤPlus / (Less): Net Debt |
| ㅤLess: preferred stock |
| ㅤLess: minority interest |
| Market cap |
| ㅤNumber of shares |
| Price per share |
Please log in / sign up to calculate fair value based on selected inputs
Latest Earnings Call Takeaways
2026 Q4 (Feb 25, 2026)
1) Financial Performance Overview
- Q4 sales reached $20.6 billion, with comparable sales up 1.3%.
- For fiscal year 2025, total sales were $86.3 billion, with comparable sales growth of 0.2%.
- Adjusted earnings per share (EPS) for Q4 was $1.98, a 2% increase YoY, while GAAP diluted EPS was $1.78.
- Adjusted operating margin was 9%, down 41 basis points YoY, influenced by acquisitions.
- Inventory at the end of Q4 was $17.3 billion, consistent with the previous year despite new acquisitions.
2) Strategic Initiatives and Market Positioning
- Lowe's is focusing on Perpetual Productivity Improvement (PPI) initiatives, targeting $1 billion in productivity for 2026.
- The company is enhancing its Pro Extended Aisle offerings, which are exceeding expectations and contributing to Pro sales growth.
- Investments in digital tools and AI, such as the Pro Companion, are aimed at improving customer interactions and operational efficiency.
- The Lowe's Media Network is expected to contribute significantly to revenue, with advertising growth reflected in productivity targets.
3) Challenges and Market Headwinds
- The company faces a cautious outlook for 2026 due to ongoing volatility in the housing market, impacting big-ticket discretionary spending.
- Consumer confidence remains low, influenced by inflation and high mortgage rates, leading to a lock-in effect in housing turnover.
- The guidance for the home improvement market is flat, with expectations of 0% to 2% growth in comparable sales for 2026.
- The acquisitions of FBM and ADG are expected to dilute margins by 30 basis points in 2026.
4) Operational and Product Developments
- Lowe's reported strong growth in online sales, up 10.5%, and significant engagement during the holiday season.
- Home services also saw high single-digit growth, reflecting improvements in customer experience and installation solutions.
- The company is expanding its product offerings, including exclusive partnerships with brands like TOTO for bathroom products.
- Plans for 2026 include enhancing inventory management through AI and improving customer service with new tools for associates.
5) Guidance and Future Outlook
- For 2026, Lowe's expects sales between $92 billion and $94 billion, with adjusted EPS projected at $12.25 to $12.75.
- The company anticipates operating margins in the range of 11.2% to 11.4%, with gross margins declining by approximately 75 basis points due to acquisitions.
- The first quarter is expected to see comp sales below the midpoint of the full-year guidance due to weather impacts.
- The call did not provide detailed insights into specific market performance metrics or regional sales trends.
Bottom line: Lowe's is navigating a challenging macro environment with cautious optimism, focusing on strategic initiatives to enhance productivity and customer engagement while managing the impacts of acquisitions and market volatility. The company's commitment to operational excellence positions it to outperform the market despite headwinds, making it a potentially attractive investment for shareholders.
Lowe's Companies, Inc. — Financial Overview, Stock Price, Market Cap
Lowe's Companies, Inc. is a company. Founded in 1921. As of April 13, 2026, the company's market capitalization is $136995569469 with a current stock price of $244.22.