LO
Lowe's Companies, Inc.
LOW · Consumer Discretionary - Home Improvement Retail
Company brief
LO
LOWConsumer Discretionary - Home Improvement Retail$135B

Lowe's Companies, Inc.

America's second-largest home improvement retailer with 1,700+ stores serving DIY customers and professional contractors

Moat score
8/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$217
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
-6.0%

Negative price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
18.2x

Forward P/E around 18.2x means investors pay about $18.2 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
18.4x

A P/E around 18.4x means investors pay about $18.4 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$11.88
Market Cap
$122.3B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

LOW keeps turning home improvement retail into durable value, but the stock remains tied to whether growth and valuation stay balanced.

Watch signal

Forward P/E around 18.2x remains reasonable versus growth.

What you own

Lowe's Companies, Inc. is exposure to consumer discretionary - home improvement retail operating model with high switching costs and 103% net revenue retention.

Base thesis

Pro customer workflows create 3-5 year switching costs through integrated procurement, credit, and project management systems

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

Pro access unlocks the workflow simulator for this company brief.

Simulator coverage pending

This ticker has a company brief, but richer workflow modules have not been built yet.

Investor Snapshot
8Moat Score
Net Revenue Retention103%
Retention RiskLow
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Pro customer workflows create 3-5 year switching costs through integrated procurement, credit, and project management systems
  • Store operations deeply embedded in real estate, local supply chains, and trained workforce - extremely hard to replicate
  • Inventory management tied to thousands of vendor relationships, seasonal planning cycles, and regional demand patterns
  • Mobile workforce tools require extensive training on store layouts, product locations, and customer service protocols
  • Supply chain integration with delivery, installation, and project services creates comprehensive switching barriers