Lowe's Companies (LOW) Aperçu de l'action
Lowe's Companies, Inc. et ses filiales opèrent aux États-Unis et au Canada en tant que détaillants de produits d'aménagement de la maison. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 1/6 |
| Performances passées | 1/6 |
| Santé financière | 2/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
LOW Community Fair Values
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Analyst Price Targets
Lowe's Companies, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$221.05 |
| Plus haut sur 52 semaines | US$293.06 |
| Plus bas sur 52 semaines | US$208.00 |
| Bêta | 0.90 |
| Variation sur 1 mois | -12.73% |
| Variation sur 3 mois | -20.54% |
| Variation sur 1 an | -2.78% |
| Variation sur 3 ans | 8.55% |
| Variation sur 5 ans | 14.18% |
| Évolution depuis l'introduction en bourse | 100,953.74% |
Nouvelles et mises à jour récentes
Seeking Alpha • May 20
Lowe's: The DCF Still Says Buy (Earnings Review)
Summary I called Lowe's Companies, Inc. a Buy in November 2025, but the stock, after returning 25%, has underperformed and missed the April rally. Lowe's just reported Q1 2026 and beat on revenue and EPS, but full-year guidance came in below expectations. In this article, I explain what tailwind I expect to appear for LOW stock and explain why my DCF shows Lowe's undervaluation across most scenarios. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 23
LOW: Q4 Execution And FY26 Home Improvement Cycle Setup Will Support Upside
Analysts have adjusted the blended price target for Lowe's Companies modestly higher, within a range that now spans roughly the mid $250s to about $315, reflecting mixed reactions to Q4 results, FY26 guidance, and views on the home improvement and housing setup. Analyst Commentary Recent research paints a mixed picture, with many firms lifting price targets while a few trim expectations after Lowe's Q4 report and FY26 guidance.Recent updates
Seeking Alpha • May 20
Lowe's: The DCF Still Says Buy (Earnings Review)
Summary I called Lowe's Companies, Inc. a Buy in November 2025, but the stock, after returning 25%, has underperformed and missed the April rally. Lowe's just reported Q1 2026 and beat on revenue and EPS, but full-year guidance came in below expectations. In this article, I explain what tailwind I expect to appear for LOW stock and explain why my DCF shows Lowe's undervaluation across most scenarios. Read the full article on Seeking AlphaMise à jour du récit • Apr 23
LOW: Q4 Execution And FY26 Home Improvement Cycle Setup Will Support Upside
Analysts have adjusted the blended price target for Lowe's Companies modestly higher, within a range that now spans roughly the mid $250s to about $315, reflecting mixed reactions to Q4 results, FY26 guidance, and views on the home improvement and housing setup. Analyst Commentary Recent research paints a mixed picture, with many firms lifting price targets while a few trim expectations after Lowe's Q4 report and FY26 guidance.Mise à jour du récit • Apr 08
LOW: Q4 Execution And AI Shopping Tools Will Support Housing Cycle Upside
The analyst price target for Lowe's Companies is modestly lower at $285.58, down from $286.18, as analysts weigh recent Q4 earnings strength and market share gains against more cautious FY26 guidance and near term margin pressure. Analyst Commentary Recent research views around Lowe's are mixed, with many firms lifting price targets on the back of Q4 execution and market share gains, while others trim targets or stay cautious given FY26 guidance and margin pressure.Mise à jour du récit • Mar 25
LOW: Q4 Execution And AI Adoption Will Support Home Improvement Recovery
Analysts now see Lowe's fair value as broadly unchanged at about $286, with only a fractional shift in the price target despite a wide range of new research views that balance Q4 strength, tempered FY26 guidance, and differing expectations for how quickly the home improvement cycle could improve. Analyst Commentary Recent research paints a mixed but generally constructive picture around Lowe's, with most price targets clustering around the mid to high $200s and a spread of views on how to weigh Q4 strength against FY26 guidance and the broader home improvement backdrop.Mise à jour du récit • Mar 11
LOW: Housing And AI Adoption Will Support Home Improvement Recovery
The analyst price target for Lowe's Companies edges up to $286.48 from $286.13 as analysts factor in slightly lower modeled revenue growth and profit margins, along with a modestly higher assumed discount rate and future P/E. Analyst Commentary Recent research updates around Lowe's cluster around the same Q4 earnings print and FY26 outlook, but they split into two clear camps.Mise à jour du récit • Feb 24
LOW: Housing And AI Initiatives Will Guide Balanced Home Improvement Recovery
The analyst price target for Lowe's Companies has been lifted from $278.13 to $286.13 as analysts factor in slightly higher revenue growth assumptions, a modestly higher future P/E of about 25.7, and recent sector research pointing to steady transaction trends, an improved valuation view, and potential upside tied to do it yourself and Pro demand. Analyst Commentary Recent Street research around Lowe's centers on how the stock is priced, how steady demand looks heading into Q4 earnings, and what type of customer mix might matter most over the next stretch, especially between do it yourself projects and Pro spending.Mise à jour du récit • Jan 18
LOW: Lock-In Housing And AI Tools Will Support Gradual Home Improvement Recovery
Narrative Update The analyst price target for Lowe's Companies has been raised by about US$5 to reflect slightly higher modeled fair value, modest tweaks to revenue growth, profit margins and future P/E assumptions, as analysts point to valuation, pent up demand in home improvement and a healthier mix across do it yourself and pro customers as key supports for the update. Analyst Commentary Recent research on Lowe's highlights a mix of optimism around long term home improvement demand and caution around near term earnings visibility, with several firms adjusting price targets and ratings after the latest results and outlook updates.Mise à jour du récit • Jan 04
LOW: Lock-In Housing Dynamics Will Support Gradual Home Improvement Recovery
The analyst price target for Lowe's Companies has been modestly reduced by analysts to reflect slightly softer growth and margin assumptions. The new blended target implies only a small fair value increase to about $273 per share, as they weigh near term housing and consumer headwinds against longer term support from lock in housing dynamics and pent up home improvement demand.Mise à jour du récit • Dec 14
LOW: Pro Segment And Lock-In Effect Will Support Future DemandI updated the title after noticing it did not meet the 7-word minimum.
Analysts have trimmed their blended price target for Lowe's Companies by a few dollars, reflecting slightly higher discount rate assumptions and tempered near term guidance, despite expectations for improving revenue growth, stable margins, and long term demand supported by homeowners' lock in effect and rising home equity. Analyst Commentary Recent Street updates reflect a more nuanced stance on Lowe's, with modestly lower price targets but a generally constructive view on the company’s long term positioning and earnings power.Mise à jour du récit • Nov 30
LOW: Pro Segment Investments Will Drive Future Share Gains Amid Housing Market Tailwinds
Lowe's Companies saw its analyst fair value estimate decrease modestly to $272.50 per share from $278.56, as analysts cite cautious guidance and mixed sector signals. This comes despite some ongoing industry tailwinds.Mise à jour du récit • Nov 16
LOW: Pro Segment Investments Will Drive Share Gains Amid Margin Caution
Lowe's Companies' analyst price target has been slightly reduced from $281.84 to $278.56. Analysts cite continued improvements in operational performance and Pro segment investments, but these are offset by cautious views on margins and ongoing market challenges.Mise à jour du récit • Aug 26
Digital Tools And Acquisitions Will Capture Underserved Pro Markets
Analysts have raised Lowe’s price target to $277.71, citing stronger Q2 earnings, improved margin performance, enhanced guidance, and Pro segment expansion, though offset by continued DIY softness. Analyst Commentary Bullish analysts cite Lowe's Q2 earnings beat, with improved comps and stronger margins, as a primary reason for upward price target revisions.Article d’analyse • Aug 22
Lowe's Companies, Inc. (NYSE:LOW) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Lowe's Companies, Inc. ( NYSE:LOW ) last week reported its latest second-quarter results, which makes it a good time...Article d’analyse • Jul 31
Calculating The Intrinsic Value Of Lowe's Companies, Inc. (NYSE:LOW)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Lowe's Companies fair value estimate is US$274 With US$227...Article d’analyse • Jun 30
Lowe's Companies (NYSE:LOW) Will Pay A Larger Dividend Than Last Year At $1.20
Lowe's Companies, Inc. ( NYSE:LOW ) will increase its dividend from last year's comparable payment on the 6th of August...Article d’analyse • Jun 26
Lowe's Companies (NYSE:LOW) Is Achieving High Returns On Its Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Article d’analyse • May 23
Shareholders Will Most Likely Find Lowe's Companies, Inc.'s (NYSE:LOW) CEO Compensation Acceptable
Key Insights Lowe's Companies to hold its Annual General Meeting on 30th of May CEO Marvin Ellison's total compensation...Seeking Alpha • Mar 17
Lowe's: Buy The Dip On This Dividend King
Summary Lowe's is a strong long-term investment with solid profitability, disciplined cost management, and ongoing digital transformation and customer loyalty investments. The recent price dip makes Lowe's valuation attractive, trading below its historical P/E ratio and enhancing the benefits of share repurchases. AI-driven initiatives, an expanding pro customer base, and sustained online momentum position Lowe's for steady earnings growth in the coming years. Investors should view the recent dip as a buying opportunity, supported by a well-covered, growing dividend and robust share buyback strategy. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Lowe's: Tariffs And Renewed Inflation To Hamper Home Improvement Demand
Summary Lowe's Q4 earnings report on February 26th is crucial, with analysts expecting an EPS of $1.83 and $18.25B in sales amid a negative trend. Despite maintaining high operating margins, LOW is facing worsening fundamentals, such as home sales and consumer borrowing costs, which could potentially prolong its sales decline. Since 2023, Lowe's has benefited from reduced supply side cost pressures, but that may soon reverse as inflation continues to increase and may accelerate with tariffs. With around 40% of Lowe's products imported from Mexico and Canada, investors should expect negative tariff guidance in the upcoming investor call. I remain bearish on Lowe's, expecting its high valuation to retreat this year as analysts and investors brace for prolonged strains in construction, big-ticket item sales, and renewed cost pressures. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Duopoly Discount: Lowe's Is A Better Deal Than Home Depot For DCA Investors
Summary Lowe's anticipates a 3.0-3.5% drop in comparable sales for fiscal 2024 due to reduced discretionary DIY spending amid inflation and high interest rates. Even with short-term challenges, Lowe's long-term outlook is strong, driven by aging homes, a record amount of home equity, and trends like remote work and millennial household formation. Investors seeking exposure to the industry should consider Lowe's. Their growth premium is 46.57% as compared to 56.30% for Home Depot, despite similar long-term growth drivers. Investing in Lowe's offers more value due to a lower growth premium embedded in its stock price as compared to Home Depot,. Read the full article on Seeking AlphaSeeking Alpha • Jan 01
Lowe's: Elevated Rates Leave Shares Fully Valued (Rating Downgrade)
Summary Lowe's shares have underperformed the market due to high interest rates, with a cautious outlook for 2025 amid macroeconomic uncertainties. The company's 2025 scenarios imply about $12–12.50 in EPS and $84 billion in sales, with a focus on improving its pro business and cost-cutting. LOW plans to reduce debt, increase capex, and limit share repurchases, prioritizing financial stability over aggressive buybacks in a high-rate environment. At 20x forward earnings, Lowe's shares are expensive for a rate-sensitive stock, leading to my 'Sell' rating with a fair valuation of 17–18x earnings or about $220. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Lowe's: Hammering Out Strong Results, But Don't Overpay For The Blueprint
Summary Lowe's reported strong Q3’24 results with $20.2 billion in sales and EPS of $2.89, driven by Pro and online sales growth. The company’s strategic investments in Pro loyalty programs and digital capabilities have enhanced customer experience and driven repeat business. Despite macroeconomic challenges, Lowe's has a strong track record of revenue and EBITDA growth, with a total shareholder return of 265% over the last decade. The outlook remains cautiously optimistic, with potential tailwinds from easing interest rates and long-term demand drivers like millennial household formation and Baby Boomers aging in place. I'm issuing coverage with a 'hold' rating, noting that the valuation is probably not overly expensive today, but is above historical averages. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Lowe's: Mixed Q3 Earnings And Uncertain Near Term Don't Diminish The Long Term Outlook
Summary Lowe's benefits from long-term tailwinds: Aging housing stock, home price appreciation, and rising disposable income, positioning it well for future growth despite near-term challenges. Q3 earnings showed a decline in sales and comp sales, with DIY market weakness and storm-related sales impacting margins, but Pro sales and online growth were strong. Lowe's raised its full-year guidance but lowered operating margin expectations, and a challenging market caused a selloff. Despite high debt levels, Lowe's strong cash flows, strategic investments, and improvements in Pro and online sales support a hold rating. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Lowe's Companies: Great Track Record But Not A Great Buy Right Now
Summary Lowe's is a high-quality business with a strong history of revenue growth, a stable gross profit margin, and a healthy return on invested capital. LOW has an outstanding history of 61 years of consecutive dividend growth, earning it the titles of Dividend King, Aristocrat, and Champion. The two most recent dividend increases have been rather low, around 4.5%, but the company has a very attractive long-term dividend growth history. My custom valuation model rates LOW as overvalued at the moment and is one of the drivers of my Hold rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Nailing It, But Barely: Lowe's Solid History Meets Uncertain Future
Summary Lowe's Companies, Inc. has a strong history of returns and dividend growth but faces challenges like declining revenue and softening consumer demand, warranting a “Hold” rating. The Pro segment and digital innovations are growth avenues, but overall sales are down, and future revenue is expected to decline further. Despite solid cash flow and smart capital management, the days of 20%+ dividend growth are likely over, with future growth expected in single digits. Lowe's valuation is high, trading at a P/E of 20.9x, suggesting either future growth optimism or overvaluation; wait for a better entry point. Read the full article on Seeking AlphaSeeking Alpha • Aug 16
Lowe's: Critical Valuation Assessment Going Into Q2 Earnings
Summary Lowe's stock has returned 24% since my last coverage, slightly ahead of the S&P 500, which raises the question of whether LOW is a sell now, ahead of Q2 earnings. The home improvement giant will release its results for the second quarter of fiscal 2025 on Tuesday, August 20, 2024 at 9 a.m. Eastern Time. In this update, I share what is currently expected from LOW's Q2 FY2025 earnings and take a look at the company's longer-term track record. I provide a detailed valuation update based on backward and forward-looking metrics and discuss whether LOW stock is a buy, sell, or hold ahead of Q2 FY2025 earnings. Read the full article on Seeking AlphaRendement pour les actionnaires
| LOW | US Specialty Retail | US Marché | |
|---|---|---|---|
| 7D | 0.3% | 2.6% | -0.3% |
| 1Y | -2.8% | -1.4% | 26.7% |
Rendement vs Industrie: LOW a dépassé le secteur US Specialty Retail qui a rapporté -1.4 % au cours de l'année écoulée.
Rendement vs marché: LOW a sous-performé le marché US qui a rapporté 26.7 % au cours de l'année écoulée.
Volatilité des prix
| LOW volatility | |
|---|---|
| LOW Average Weekly Movement | 4.5% |
| Specialty Retail Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: LOW n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de LOW ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1921 | 221,500 | Marvin Ellison | corporate.lowes.com |
Lowe's Companies, Inc. et ses filiales sont des détaillants de produits de rénovation aux États-Unis et au Canada. Elle propose une gamme de produits pour la construction, l'entretien, la réparation, le remodelage et la décoration. La société propose également des produits de rénovation tels que des appareils électroménagers, des produits saisonniers et de plein air, du bois de construction, des pelouses et jardins, des cuisines et salles de bain, de la quincaillerie, des matériaux de construction, de la menuiserie, de la peinture, de la plomberie brute, des outils, de l'électricité, des revêtements de sol et de la décoration.
Lowe's Companies, Inc. Résumé des fondamentaux
| LOW statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$122.30b |
| Bénéfices(TTM) | US$6.64b |
| Recettes(TTM) | US$86.29b |
18.7x
Ratio P/E1.4x
Ratio P/SLe site LOW est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| LOW compte de résultat (TTM) | |
|---|---|
| Recettes | US$0 |
| Coût des recettes | US$0 |
| Marge brute | US$0 |
| Autres dépenses | US$0 |
| Les revenus | US$0 |
Derniers bénéfices déclarés
May 01, 2026
Prochaine date de publication des résultats
Aug 19, 2026
| Résultat par action (EPS) | 11.85 |
| Marge brute | 33.48% |
| Marge bénéficiaire nette | 7.69% |
| Ratio dettes/capitaux propres | -398.6% |
Quelles ont été les performances à long terme de LOW?
Voir les performances historiques et les comparaisonsDividendes
2.2%
Rendement actuel des dividendes40%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 16:43 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/05/01 |
| Revenus annuels | 2026/01/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Lowe's Companies, Inc. est couverte par 57 analystes. 31 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Peter Benedict | Baird |
| Michael Lasser | Barclays |