Lowe's Companies, Inc.

NYSE:LOW 株式レポート

時価総額：US$122.3b

Lowe's Companies 将来の成長

Future 基準チェック /16

Lowe's Companiesは、6.9%と3.4%でそれぞれ年率6.9%で利益と収益が成長すると予測される一方、EPSはgrowで8.2%年率。

主要情報

6.9%

収益成長率

8.21%

EPS成長率

Specialty Retail 収益成長10.1%
収益成長率3.4%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

分析記事 • 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...

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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

業績と収益の成長予測

NYSE:LOW - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/30/202686,2866,6367,6519,864N/A
10/31/202584,2556,7617,0509,208N/A
8/1/202583,6126,8407,6889,820N/A
5/2/202583,2406,8266,6798,742N/A
1/31/202583,6746,9407,6989,625N/A
11/1/202483,7226,8367,8239,822N/A
8/2/202484,0236,9137,5809,587N/A
5/3/202485,3947,2028,33010,296N/A
2/2/202486,3777,7066,1768,140N/A
11/3/202390,2207,6425,4007,483N/A
8/4/202393,2286,0266,6388,545N/A
5/5/202395,7476,3455,8527,718N/A
2/3/202397,0596,4166,7608,589N/A
10/28/202295,9536,6647,3859,072N/A
7/29/202295,3928,4017,5189,212N/A
4/29/202295,4878,4226,8638,598N/A
1/28/202296,2508,4098,26010,113N/A
10/29/202195,2228,1816,8688,743N/A
7/30/202194,6136,9804,2836,210N/A
4/30/202194,3446,7909,16711,091N/A
1/29/202189,5975,8119,25811,049N/A
10/30/202085,3135,3459,94111,670N/A
7/31/202080,3925,70410,79712,465N/A
5/1/202074,0824,5585,0026,609N/A
1/31/202072,1484,268N/A4,296N/A
11/1/201971,7682,939N/A3,506N/A
8/2/201971,7952,520N/A3,989N/A
5/3/201971,6902,365N/A4,901N/A
2/1/201971,3092,307N/A6,193N/A
11/2/201871,1563,681N/A6,491N/A
8/3/201870,5113,923N/A5,778N/A
5/4/201869,1193,821N/A5,199N/A
2/2/201868,6193,436N/A5,065N/A
11/3/201768,9093,526N/A5,720N/A
8/4/201767,8783,032N/A6,063N/A
5/5/201766,6432,782N/A5,692N/A
2/3/201765,0173,062N/A5,617N/A
10/28/201662,4692,430N/A5,507N/A
7/29/201661,0902,787N/A5,248N/A
4/29/201660,1792,744N/A5,526N/A
1/29/201659,0742,534N/A4,784N/A
10/30/201558,3792,970N/A4,791N/A
7/31/201557,7002,818N/A5,170N/A

アナリストによる今後の成長予測

収入対貯蓄率: LOWの予測収益成長率 (年間6.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: LOWの収益 ( 6.9% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: LOWの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: LOWの収益 ( 3.4% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: LOWの収益 ( 3.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: LOWの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 13:17
終値2026/05/20 00:00
収益2026/05/01
年間収益2026/01/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Lowe's Companies, Inc. 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。57

アナリスト機関
Christopher GrajaArgus Research Company
Peter BenedictBaird
Michael LasserBarclays