Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$110.4B
561M shares
52-week range
$195.06 – $293.06
2% from low
Sector
RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS
Exchange
NYSE
CS
P/S (TTM)
1.2
EV / FCF (TTM)
21.3
Lowe's is the second-largest home improvement retailer globally, with 1,761 stores in the US, after the 2023 divestiture of its Canadian locations. The firm's stores offer products and services for home decorating, maintenance, repair, and remodeling, with maintenance and repair accounting for two-thirds of products sold. Lowe's primarily targets retail do-it-yourself (more than 60% of sales) and do-it-for-me customers, but has expanded its professional business clients to more than 30% from less than 20% in the past seven years (set to expand further with growth of FBM locations). We estimate Lowe's captures a high-single-digit share of the domestic home improvement market, based on US Census data and management's market size estimates.
www.lowes.comNo one on the platform currently holds LOW.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-06-30 | 105,201 | $23.3M |
| Bridgewater Associatesas of 2024-09-30 | 36,130 | $9.8M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-21 | $1.2500 | 2026-11-04 |
| 2026-07-22 | $1.2500 | 2026-08-05 |
| 2026-04-22 | $1.2000 | 2026-05-06 |
| 2026-01-21 | $1.2000 | 2026-02-04 |
| 2025-10-22 | $1.2000 | 2025-11-05 |
| 2025-07-23 | $1.2000 | 2025-08-06 |
| 2025-04-23 | $1.1500 | 2025-05-07 |
| 2025-01-22 | $1.1500 | 2025-02-05 |
| 2024-10-23 | $1.1500 | 2024-11-06 |
| 2024-07-24 | $1.1500 | 2024-08-07 |
No one on the platform has traded LOW yet.
| 2024-04-23 | $1.1000 | 2024-05-08 |
| 2024-01-23 | $1.1000 | 2024-02-07 |
| Execution date | Ratio |
|---|---|
| 2006-07-03 | 2-for-1 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 22.9% | 32.8% | 26.4% | — | — | — |
| Rev. Growth % | 3.1% | -0.8% | ||||
| Profit Margin % | 7.7% | 8.1% | 6.6% | |||
| Free Cash Flow Margin % | 8.9% | 8.2% | 7.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +3.5% on the P/E track.
At today's price, your expected annual return is +8.2% on the P/E track.
At today's price, your expected annual return is +12.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $92.2B | +7.1% | $12.28 | $12.19–$12.45 | 16.1× | 21 |
| 2028 | $94.4B | +2.5% | $12.98 | $12.51–$13.61 | 15.2× | 22 |
| 2029 | $97.7B | +3.5% | $14.12 | $12.45–$15.72 | 14.0× | 12 |
| 2030 | $102.0B | +4.4% | $15.86 | $15.64–$16.23 | 12.4× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-19 | $4.22 | $4.40 | +4.3% |
| 2026-05-20 | $2.97 | $3.03 | +2.0% |
| 2026-02-25 | $1.94 | $1.98 | +2.1% |
| 2025-11-19 | $2.97 | $3.06 | +3.0% |
| 2025-08-20 | $4.24 | $4.33 | +2.1% |
| 2025-05-21 | $2.88 | $2.92 | +1.4% |
| 2025-02-26 | $1.84 | $1.93 | +4.9% |
| 2024-11-19 | $2.81 |
| $2.89 |
| +2.8% |
| $54.8B |
| — |
| ORLYO'Reilly Automotive, Inc. | $87.22 | +1.63% | $72.3B | — |
| PDDPDD Holdings Inc. | $79.38 | +2.02% | $113.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
$RH Tariff refunds are going right back into the company. $HD and $LOW have said the same. https://www.pressdemocrat.com/2026/09/14/marin-rh-restoration-hardware-luxury-furniture-retail-tariff-refund-higher-costs/
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$BLDR going back to $80 Trump wants a housing market rally. He will orchestrate it. $HD $LOW
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$LOW $HD surprised these are holding up relatively well. Seems like absolute nightmare scenario for them with shit housing and high inflation/oil prices
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$CLX $MCD $LOW To all my followers. Load value at 52wk lows and collect the great divys while you await the turnaround.
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@AyoCheetah - I like the $QXO , but to be honest, not excited about going up against $HD and $LOW
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$LOW $HD What's wrong with this sector? Is it time for starter positions here near 52 wk lowes? (pun intended)
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$QXO $LOW $HD so, it’s basically the best time to buy these then isn’t it? (I’m not saying we’re at a bottom because I agree that there are real issues with our economy and get world). Hopefully, something positive happens soon.
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$LOW and $QXO have similar charts, almost trading in sync, with both stocks touching fresh 52-week lows this week as sentiment in the sector has soured. QXO's total market cap is almost down the value of the first acquisition they made (Beacon Roofing Supply @ $11 billion last year) after the initial shell co reverse merge. Disregarding this years Kodiak ($2.25B) and TopBuild ($17B) acquisitions entirely. Pretty crazy. I'd like to add to the position but not sure where the bottom is yet. Maybe today touched it?
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$NAIL like this for a tactical trade here $XHB $LOW $LEN
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.