LOW Shares Rally 15% In A Month: How Does the Competition Measure Up?
Here is how Lowe’s Companies (LOW) stacks up against its peers in size, valuation, growth and margin.
- LOW’s operating margin of 12.4% is strong, higher than most peers though lower than HD (13.1%).
- LOW’s revenue growth of -0.5% in the last 12 months is negative, lagging AMZN, WMT, COST, HD.
- LOW’s stock gained 6.6% over the past year and trades at a PE of 21.0, though peers like AMZN, WMT, COST, HD delivered stronger returns.
As a quick background, Lowe’s Companies operates as a home improvement retailer offering national and private brand products to homeowners, renters, and professionals through nearly 2,000 stores in the U.S. and internationally.
| LOW | AMZN | WMT | COST | HD | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 144.3 | 2,435.9 | 776.9 | 418.8 | 403.5 |
| Revenue ($ Bil) | 83.6 | 670.0 | 685.1 | 268.8 | 165.1 |
| PE Ratio | 21.0 | 34.5 | 41.3 | 53.4 | 27.6 |
| LTM Revenue Growth | -0.5% | 10.9% | 4.2% | 5.9% | 8.5% |
| LTM Operating Margin | 12.4% | 11.4% | 4.3% | 3.8% | 13.1% |
| LTM FCF Margin | 9.2% | 2.0% | 2.0% | 2.7% | 8.6% |
| 12M Market Return | 6.6% | 33.0% | 28.1% | 6.9% | 12.8% |
Why does this matter? LOW just went up 15.4% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell LOW Stock to see if Lowe’s Companies holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through LOW Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
- The Hidden Drivers You Missed in Lowe’s Q3 Results
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- Lowe’s Companies Stock Plummets -6.7% as Sell-Off Continues With 7-Day Streak
- LOW Delivers $76 Bil to Shareholders Over the Last 10 Years
- LOW Stock Up 6% after 6-Day Win Streak
- LOW Capital Return Hits $77 Bil in 10 Years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LOW | -0.5% | -3.1% | -11.0% | 0.8% | |
| AMZN | 10.9% | – | 11.0% | 11.8% | 9.4% |
| WMT | 4.2% | 5.1% | 6.0% | 6.7% | |
| COST | 5.9% | – | 5.0% | 6.8% | 15.8% |
| HD | 8.5% | 4.5% | -3.0% | 4.1% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LOW | 12.4% | 12.5% | 13.4% | 10.5% | |
| AMZN | 11.4% | – | 10.8% | 6.4% | 2.4% |
| WMT | 4.3% | 4.3% | 4.2% | 3.3% | |
| COST | 3.8% | – | 3.6% | 3.3% | 3.4% |
| HD | 13.1% | 13.5% | 14.2% | 15.3% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LOW | 21.0 | 20.1 | 16.8 | 19.5 | |
| AMZN | 34.5 | – | 38.8 | 51.5 | -314.4 |
| WMT | 41.3 | 37.4 | 27.4 | 33.1 | |
| COST | 53.4 | – | 55.2 | 46.6 | 34.7 |
| HD | 27.6 | 26.0 | 22.9 | 18.9 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.