Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It also provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, décor, and electrical. In addition, the company offers installation services through independent contractors in various product categories; and extended protection plans and repair services. It sells its national brand-name merchandise and private brand products to professional customers, homeowners, renters, businesses, and government. The company also sells its products through Lowes.com website; and through mobile applications. Lowe's Companies, Inc. was founded in 1921 and is based in Mooresville, North Carolina.

Lowe's Companies, Inc.

In the U.S. home improvement arena, The Home Depot, Inc. HD and Lowe’s Companies, Inc. LOW reign supreme, two retail giants that have built their empires brick by brick. Together, these companies dominate a market valued at more than half a trillion dollars, commanding the lion’s share of the do-it-yourself (DIY), do-it-for-me (DIFM) and professional contractor segments.
Home Depot, the industry leader, has long leveraged its scale, supply-chain efficiency and strong Pro-customer base to maintain its edge in both sales and profitability. Lowe’s, its closest rival, continues to narrow the gap through store modernization, merchandising enhancements and targeted growth in professional services. While both cater to homeowners and builders alike, their strategic priorities and customer mixes differ, shaping distinct growth trajectories.
As the housing and renovation cycle evolves, the battle for market share between these two retail powerhouses intensifies, making the HD vs. LOW showdown a true test of resilience, execution and long-term market positioning.
The Investment Case for HD
As the undisputed leader in the U.S. home improvement retail market, Home Depot commands a dominant position, estimated at nearly half of the $1-trillion home improvement industry. With a network of 2,353 stores across North America and a growing digital presence, online sales rose 12% year over year in second-quarter fiscal 2025.
The company’s scale and supply-chain depth give it a formidable competitive edge. Its diversified customer base spans DIY homeowners to professional contractors, enabling HD to capture steady demand across residential and small-scale commercial projects even in volatile macro conditions.
Home Depot’s strategic expansion of its Pro ecosystem has been a key growth driver. The acquisitions of SRS and the pending GMS deal have extended its reach into specialty trade segments like roofing, drywall and landscaping, verticals that complement its core retail network.
These moves are expanding HD’s total addressable market while enhancing its ability to cross-sell and fulfill complex, multi-category projects. The company’s investment in trade credit, AI-driven logistics and machine learning for “ship-from-best-location” fulfillment strengthens its professional proposition and operational efficiency.
Home Depot continues to deliver resilient performance, reporting second-quarter fiscal 2025 sales of $45.3 billion, up 4.9% year over year, and maintaining an adjusted operating margin of 14.8%. Its return on invested capital of 27.2% underscores disciplined capital allocation. With a robust dividend payout, consistent cash generation, and an expanding digital and Pro-driven growth runway, Home Depot remains a cornerstone investment in the home improvement sector.
The Investment Case for LOW
Lowe’s stands as the second-largest home improvement retailer in North America, commanding roughly one-fourth of the U.S. market, a position fortified by its expanding Pro and digital ecosystem. In second-quarter fiscal 2025, the company posted sales of $24 billion, up 1.1% year over year, with strong momentum in Pro, Online and Appliances categories. Its adjusted EPS of $4.33, which moved up 5.6%, and an operating margin of 14.7% underscore disciplined cost management through its Perpetual Productivity Improvement initiatives, which continue to enhance efficiency and the gross margin.
Lowe’s is sharpening its edge through acquisitions and innovation. The Foundation Building Materials (FBM) acquisition marks a transformational move, unlocking access to a $250-billion Pro total addressable market and strengthening Lowe’s capabilities in drywall, ceilings and insulation distribution. Combined with Artisan Design Group (“ADG”), this builds a full-spectrum interior solutions platform for large and mid-sized Pros. Lowe’s “Total Home Strategy” extends this focus, integrating Pro services, digital tools like the myFBM mobile app and AI blueprint takeoff technology, and a growing marketplace powered by the Mirakl platform.
With a diverse product mix, an omnichannel reach across more than 1,750 stores, and a rising share of high-value professional customers, Lowe’s is positioning itself for sustainable, long-term growth. Its return on invested capital of 29.5% and strong free cash flow generation ($3.7 billion in the fiscal second quarter) reflect robust financial health. As the company deepens its Pro penetration and expands digitally, Lowe’s stands ready to capture incremental market share in the evolving home improvement landscape.
HD vs. LOW: How Do Estimates Stack Up?
The Zacks Consensus Estimate for Home Depot’s fiscal 2025 sales and earnings per share (EPS) implies year-over-year growth of 2.9% and a decline of 1.5%, respectively. The consensus estimate for EPS for the current fiscal year has been unchanged in the past 30 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Lowe’s fiscal 2025 sales and EPS suggests year-over-year growth of 1.8% and 2.7%, respectively. The consensus estimate for EPS for the current fiscal year has moved up 0.3% in the past 30 days.
Image Source: Zacks Investment Research
Stock Performances of HD & LOW
Home Depot’s shares have lost 2.5% in the past year, while Lowe’s stock has declined 7.3%. While both stocks have declined, HD’s outperformance reflects scale advantages, Pro segment growth and strong tech integration. Meanwhile, LOW’s stock performance reflects ongoing transformation efforts tempered by soft DIY sales.
Image Source: Zacks Investment Research
Dive Into Stock Valuation of HD & LOW
Home Depot is trading at a forward price-to-sales (P/S) multiple of 2.26X, above its median of 2.22X in the last five years. Lowe’s forward 12-month P/S multiple sits at 1.55X, above its median of 1.48X in the last five years. Here, Home Depot is pricier, with the higher forward P/S multiple.
Image Source: Zacks Investment Research
HD vs. LOW: Which Is the Smarter Bet?
Home Depot emerges as the stronger contender, backed by its superior near-term stock performance and robust growth outlook. Its scale, deep-rooted Pro ecosystem, and ongoing strategic expansions through acquisitions like SRS and GMS continue to reinforce its leadership in the sector. The company’s digital transformation, supply chain efficiency, and growing professional customer base create a strong foundation for sustained revenue momentum, even amid a soft housing backdrop.
While Lowe’s remains a formidable rival with solid operational discipline and a strengthening Pro focus, Home Depot’s execution and innovation-driven model gives it an edge in capturing incremental market share. Despite trading at a premium, the valuation appears justified, reflecting investors’ confidence in its growth trajectory and market dominance. For investors seeking stability with upside potential, Home Depot stands out as the sturdier long-term bet in the home improvement duel.
HD currently carries a Zacks Rank #2 (Buy), whereas LOW has a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Quantum Computing Stocks Set To Soar
Artificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.
Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.
Access the Report Free Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Home Depot vs. Lowe's: Which Home Improvement Titan Holds the Edge?

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Consumer Discretionary ETF (Symbol: IYC) where we have detected an approximate $114.9 million dollar outflow -- that's a 6.0% decrease week over week (from 18,250,000 to 17,150,000). Among the largest underlying components of IYC, in trading today Lowe's Companies Inc (Symbol: LOW) is trading flat, Spotify Technology SA (Symbol: SPOT) is up about 1.2%, and Royal Caribbean Group (Symbol: RCL) is lower by about 9.2%. For a complete list of holdings, visit the IYC Holdings page » The chart below shows the one year price performance of IYC, versus its 200 day moving average:
Looking at the chart above, IYC's low point in its 52 week range is $77.66 per share, with $106.415 as the 52 week high point — that compares with a last trade of $104.42. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Free Report: Top 8%+ Dividends (paid monthly)
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
PKE Average Annual Return
BOKFL Historical Stock Prices
CPG market cap history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

IYC, LOW, SPOT, RCL: ETF Outflow Alert

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the JPMorgan Diversified Return US Equity ETF (Symbol: JPUS), we found that the implied analyst target price for the ETF based upon its underlying holdings is $138.62 per unit.
With JPUS trading at a recent price near $123.95 per unit, that means that analysts see 11.83% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of JPUS's underlying holdings with notable upside to their analyst target prices are Bristol Myers Squibb Co. (Symbol: BMY), Lowe's Companies Inc (Symbol: LOW), and Post Holdings Inc (Symbol: POST). Although BMY has traded at a recent price of $43.83/share, the average analyst target is 20.19% higher at $52.68/share. Similarly, LOW has 16.24% upside from the recent share price of $242.71 if the average analyst target price of $282.12/share is reached, and analysts on average are expecting POST to reach a target price of $126.44/share, which is 15.57% above the recent price of $109.41. Below is a twelve month price history chart comparing the stock performance of BMY, LOW, and POST:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
JPMorgan Diversified Return US Equity ETF
JPUS
$123.95
$138.62
11.83%
Bristol Myers Squibb Co.
BMY
$43.83
$52.68
20.19%
Lowe's Companies Inc
LOW
$242.71
$282.12
16.24%
Post Holdings Inc
POST
$109.41
$126.44
15.57%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
Also see:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Analysts Forecast 12% Upside For The Holdings of JPUS

Investors in Lowe's Companies Inc (Symbol: LOW) saw new options become available today, for the December 5th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the LOW options chain for the new December 5th contracts and identified one put and one call contract of particular interest.
The put contract at the $205.00 strike price has a current bid of 50 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $205.00, but will also collect the premium, putting the cost basis of the shares at $204.50 (before broker commissions). To an investor already interested in purchasing shares of LOW, that could represent an attractive alternative to paying $240.75/share today.
Because the $205.00 strike represents an approximate 15% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 90%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 0.24% return on the cash commitment, or 2.07% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Lowe's Companies Inc, and highlighting in green where the $205.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $245.00 strike price has a current bid of $7.05. If an investor was to purchase shares of LOW stock at the current price level of $240.75/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $245.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 4.69% if the stock gets called away at the December 5th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if LOW shares really soar, which is why looking at the trailing twelve month trading history for Lowe's Companies Inc, as well as studying the business fundamentals becomes important. Below is a chart showing LOW's trailing twelve month trading history, with the $245.00 strike highlighted in red:
Considering the fact that the $245.00 strike represents an approximate 2% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 53%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 2.93% boost of extra return to the investor, or 24.83% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 40%, while the implied volatility in the call contract example is 30%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $240.75) to be 24%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Also see:
Paul Singer Stock Picks
PEPS Videos
Institutional Holders of OZON
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

December 5th Options Now Available For Lowe's Companies (LOW)

Lowe's (LOW) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this home improvement retailer have returned +5.6%, compared to the Zacks S&P 500 composite's +2.8% change. During this period, the Zacks Building Products - Retail industry, which Lowe's falls in, has gained 4.9%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings Estimates
Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Lowe's is expected to post earnings of $2.80 per share, indicating a change of -8.5% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.8% over the last 30 days.
The consensus earnings estimate of $11.91 for the current fiscal year indicates a year-over-year change of -9.8%. This estimate has changed -0.1% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $12.73 indicates a change of +6.9% from what Lowe's is expected to report a year ago. Over the past month, the estimate has changed -0.4%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Lowe's.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth Forecast
While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Lowe's, the consensus sales estimate of $19.85 billion for the current quarter points to a year-over-year change of -3%. The $82.91 billion and $84.19 billion estimates for the current and next fiscal years indicate changes of -4% and +1.5%, respectively.
Last Reported Results and Surprise History
Lowe's reported revenues of $23.59 billion in the last reported quarter, representing a year-over-year change of -5.5%. EPS of $4.10 for the same period compares with $4.56 a year ago.
Compared to the Zacks Consensus Estimate of $23.91 billion, the reported revenues represent a surprise of -1.34%. The EPS surprise was +3.54%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period.
Valuation
No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S) and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an An is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Lowe's is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Conclusion
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Lowe's. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Infrastructure Stock Boom to Sweep America
A massive push to rebuild the crumbling U.S. infrastructure will soon be underway. It’s bipartisan, urgent, and inevitable. Trillions will be spent. Fortunes will be made.
The only question is “Will you get into the right stocks early when their growth potential is greatest?”
Zacks has released a Special Report to help you do just that, and today it’s free. Discover 5 special companies that look to gain the most from construction and repair to roads, bridges, and buildings, plus cargo hauling and energy transformation on an almost unimaginable scale.
Download FREE: How To Profit From Trillions On Spending For Infrastructure >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 5 Stocks Set to Double. Click to get this free report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Lowe's Companies, Inc. (LOW) is Attracting Investor Attention: Here is What You Should Know

Key Points
Target isn't hitting on all cylinders today.
The company has made changes to its leadership team to help get back on track.
Consumers will eventually trade back up to more premium experiences.
Shares of Target (NYSE: TGT) have declined a massive 65% since hitting a peak in 2021. That's a painful decline, but not actually all that unusual. The stock has lost 50% or more of its value three times in the last 30 years.
If you have a long-term investment horizon, and a strong stomach, now could be a once-in-a-decade opportunity to buy this iconic retailer.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
You don't become a Dividend King by accident
When looking at Target today there is one achievement that stands out. It has increased its dividend annually for more than five decades, making it a Dividend King. That's no small achievement; the only other retailers to have similarly impressive records are Genuine Parts, Lowe's, and Walmart (NYSE: WMT). Target is No. 3 on the list, with Walmart showing up at No. 4. And only a portion of Genuine Parts' business is retail focused, as the core of its operation is making replacement auto parts.
All in, Target is an elite retailer. The key comparison point among these four companies, however, is very clearly Walmart, which has the most similar business. Genuine Parts and hardware store Lowe's are both specialty retailers. But Target and Walmart have a material difference in the way they operate their stores. Walmart focuses on "everyday low prices" and Target tries to provide a more premium experience and product assortment.
That basically means that Walmart doesn't delve into trends and fashion styles nearly as deeply as Target. Walmart is more of a basics business, while Target can, and has, made merchandising missteps that have left it out of favor with consumers. Target also tends to feel the pinch a bit more during periods of economic concern, like recessions, when consumers trade down to the cheapest possible retail options.
In some ways, the fact that Target is a Dividend King at all is a huge statement about the company's enduring strength as a business. In fact, what's interesting right now is that the trailing-12-month dividend payout ratio is currently around 50%. That suggests that the dividend is probably safe despite the massive stock price decline.
What's going on right now?
And yet Target's stock has indeed fallen massively, pushing the dividend yield up to a historically high 5%. If the company pulls off another business turnaround, as it has several times before over the past 50 years, you could not only end up collecting a huge income stream, but also be in line for material capital appreciation. This is very possibly a once-in-a-decade opportunity for dividend investors to get into Target.
Remember, dividends are paid at the discretion of the board of directors. So a cut is always possible. But the board raised the dividend in mid-2025, well aware of the problems the retailer has been facing. Sure, it was a token 1.8% increase, but the statement is very clear: The board of directors believes Target's future remains bright.
The board also brought in a new CEO to shake things up and help push for change. Another change that's taken place is in Target's approach to overseeing the company, from a one-person strategy to a team. It's unlikely that there's going to be a sudden turnaround in the business, but given the history it seems highly likely that Target will get back on track.
Target's story will take some time to play out
To be fair, risk-averse investors might want to avoid Target. It is still dealing with difficult consumer trends that favor Walmart's everyday low price model. But if you think in decades and not days, and love dividends, you should do a deep dive on Target right now. This could be a huge opportunity for you to lock in a great yield with what has long been an elite retailer.
Should you invest $1,000 in Target right now?
Before you buy stock in Target, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Target wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $669,449!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,110,486!*
Now, it’s worth noting Stock Advisor’s total average return is 1,076% — a market-crushing outperformance compared to 191% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of October 20, 2025
Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Target and Walmart. The Motley Fool recommends Genuine Parts and Lowe's Companies. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

A Once-in-a-Decade Opportunity: 1 Super S&P 500 Stock Down 65% to Buy After Its Recent Pullback

The Pro market has long served as a cornerstone of The Home Depot, Inc.’s HD business model, driving consistent growth and profitability. By investing in technology to enhance productivity, building out its Pro ecosystem to address complex customer needs and improving delivery speed for every customer, HD looks to reinforce its position and gain market share. Meanwhile, acquisitions like SRS and GMS deepen Pro relationships and broaden specialty capabilities.
The $18.25-billion SRS Distribution acquisition bolsters the company’s relationships with professional contractors. SRS is a major distributor in the residential specialty trade, catering to professional roofers, landscapers and pool contractors. SRS has become a key growth driver, enabling cross-selling opportunities and expanding the company’s Pro-focused product range.
On the other hand, Home Depot’s $5.5 billion acquisition of GMS marks a significant advancement in its efforts to build a comprehensive Pro distribution ecosystem. GMS brings strong operational capabilities, an extensive distribution network and long-standing customer relationships, further positioning the business as a full-service partner for Pro contractors. This will bolster HD’s organic efforts to serve Pros on complex projects with a wider assortment of interior building products and services and expand fulfillment capabilities.
HD’s GMS acquisition is likely to add a highly complementary adjacent vertical to SRS' business with diverse capabilities, product categories and customer relationships, alongside expanding SRS' distribution footprint across the US and Canada. SRS will have a network of more than 1,200 locations and a sales operation of more than 3,500 associates. On its lastearnings call management cited that it has an additional 400 nodes of distribution to add to SRS’ network of 800. Both acquisitions are designed to provide a competitive edge and position the company for long-term success in the Pro segment.
HD’s Competition
Lowe's Companies, Inc. LOW and Floor & Decor Holdings, Inc. FND are the key companies competing with Home Depot.
Lowe’s is solidifying its Pro market leadership through the acquisitions of Artisan Design Group and Foundation Building Materials, broadening its presence in the professional market. As a core part of its Total Home strategy, Lowe’s continues to make investments in modernizing its network to boost its omnichannel capabilities. Strong operating momentum, disciplined cash flow and AI-driven initiatives are enhancing productivity and customer engagement. Balanced growth in Pro and DIY segments, supported by digital transformation and partnerships, underpins long-term potential.
Floor & Decor, together with its subsidiaries, is a high-growth, differentiated, multi-channel specialty retailer of hard surface flooring and related accessories and seller of commercial surfaces. The company also focuses on professional and commercial growth through specific programs, financial tools like credit solutions, and dedicated events like "PRO Appreciation Month. Floor & Decor's efforts for professionals include the PRO Premier Rewards program for discounts and loyalty points, design and other support services.
HD’s Price Performance, Valuation and Estimates
Shares of Home Depot have gained 0.6% year to date against the industry’s decline of 4.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, HD trades at a forward price-to-earnings ratio of 24.56X compared with the industry’s average of 20.49X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HD’s fiscal 2025 earnings implies a year-over-year decline of 1.5% while that of fiscal 2026 shows growth of 8.3%. The company’s EPS estimate for fiscal 2025 has been stable in the past 30 days while that of fiscal 2026 has moved south in the same time frame.
Image Source: Zacks Investment Research
Home Depot stock currently carries a Zacks Rank #2 (Buy).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can SRS and GMS Cement Home Depot's Hold on the Pro Market?

Lowe's (LOW) closed the most recent trading day at $245.27, moving +1.24% from the previous trading session. Elsewhere, the Dow saw an upswing of 0.47%, while the tech-heavy Nasdaq depreciated by 0.16%.
The stock of home improvement retailer has fallen by 6.96% in the past month, lagging the Retail-Wholesale sector's loss of 3.79% and the S&P 500's gain of 1.16%.
The investment community will be closely monitoring the performance of Lowe's in its forthcoming earnings report. The company is scheduled to release its earnings on November 19, 2025. It is anticipated that the company will report an EPS of $3, marking a 3.81% rise compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $20.91 billion, up 3.65% from the year-ago period.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $12.32 per share and revenue of $85.09 billion. These totals would mark changes of +2.67% and +1.69%, respectively, from last year.
Investors should also pay attention to any latest changes in analyst estimates for Lowe's. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. The Zacks Consensus EPS estimate has moved 0.29% higher within the past month. Lowe's presently features a Zacks Rank of #3 (Hold).
Looking at its valuation, Lowe's is holding a Forward P/E ratio of 19.67. This valuation marks a discount compared to its industry average Forward P/E of 23.45.
Meanwhile, LOW's PEG ratio is currently 2.24. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Retail - Home Furnishings industry was having an average PEG ratio of 2.24.
The Retail - Home Furnishings industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 153, positioning it in the bottom 39% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
Download Atomic Opportunity: Nuclear Energy's Comeback free today.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Lowe's (LOW) Stock Moves 1.24%: What You Should Know

(RTTNews) - Lowe's Companies, Inc. (LOW) on Tuesday revealed its holiday season plans, featuring in-store experiences, exclusive promotions, and new product offerings. MyLowe's Rewards and MyLowe's Pro Rewards members will have early access to events such as themed kids' workshops, free seasonal gifts, and holiday photo opportunities.
Stores will feature festive displays with Bumble and Friends, sleigh decorations, and reindeer, while Lowe's AI assistant, Mylow, will offer decorating tips, gift ideas, and home improvement guidance online and via the Lowe's app.
Lowe's is offering a range of holiday products, including exclusive décor like the "twinkling tree," 9-foot Grinch, and Bumble with new friends. Collaborations include The Elf on the Shelf with a Lowe's Red Vest edition and MrBeast's curated holiday picks. The retailer is also expanding pet offerings with the new Heart & Herd brand, available online and in stores this November.
MyLowe's Rewards members can take part in in-store kids' workshops, including Holiday Countdown on November 15 and Santa's Sleigh on December 20, where children can create festive keepsakes with an adult. Members will also receive free seasonal gift offers throughout the holidays.
Holiday deals will begin with Early Black Friday savings from October 30 to November 26, offering Buy One, Get One , Two or Three offers on brands such as Craftsman, DEWALT and Kobalt tools, and discounts on appliances from brands such as LG, GE, and Samsung.
Lowe's said Thanksgiving Day will feature one-day, online-only deals, including early access for MyLowe's Rewards and MyLowe's Pro Rewards members. On Black Friday, stores will open at 6 a.m. with special offers for all shoppers, followed by additional limited-time, online-only savings on Cyber Monday.
Lowe's also offers flexible shipping, member perks, and a lowest price guarantee to help customers save on holiday essentials.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Lowe's Unveils 2025 Holiday Season Lineup

Lowe’s Companies, Inc. LOW is transforming home improvement retail with its “Total Home” strategy, embedding artificial intelligence (AI) across operations to enhance customer engagement and associate productivity.
In the second quarter of fiscal 2025, Lowe’s reported $24 billion in sales, up 1.1% year over year, fueled by strong performance in its Pro and DIY segments. Online sales grew 7.5%, thanks to an improved digital experience and the popular Lowe’s Rewards program, which encourages loyalty and repeat purchases.
A standout innovation is Mylow Companion, an AI-powered tool for store associates. The app helps employees provide fast, accurate product recommendations, from estimating mulch needs to suggesting energy-efficient appliances, enabling more personalized service and boosting customer satisfaction. Associates have embraced the tool, which also expands cross-department knowledge and improves productivity.
For customers, Lowe’s offers Mylow, a virtual advisor integrated into its app and website. Mylow guides shoppers through every step of home improvement projects, making it easier for DIY enthusiasts while helping professionals quickly choose the right tools and materials.
AI also strengthens Lowe’s Pro strategy, particularly through the acquisition of Foundation Building Materials (“FBM”). FBM’s AI Blueprint Takeoff technology, now integrated into Lowe’s Pro Desk, automates the extraction of quantities and measurements from digital blueprints, improving accuracy and speeding up large-scale project planning.
With FBM’s 370-branch network and the MyFBM mobile app, offering real-time pricing, order tracking and delivery management, Lowe’s has expanded its reach in key regions like California and the Northeast. By embedding AI throughout its operations and digital ecosystem, Lowe’s is driving sustained growth in its Pro and online businesses, enhancing associate productivity, and strengthening its position in the $250 billion Pro market.
How HD, FND & WSM Are Staying Competitive With LOW
The Home Depot, Inc. HD is harnessing AI to elevate the customer experience through enhanced search functionality and optimized delivery operations across its digital platforms.
Machine learning powers Home Depot’s “ship from best location” system, which identifies the fastest and most efficient delivery routes. The company now offers its widest-ever same-day and next-day delivery coverage, driving more frequent purchases both online and in stores.
Home Depot has also expanded its “buy it again” feature and upgraded its AI-enhanced search capabilities, making it easier for customers to reorder across channels. In-store technology improvements, such as the Order Fulfillment Associate app, now enable batch picking for multiple orders, increasing both accuracy and fulfillment speed.
Floor & Decor Holdings, Inc. FND is focusing its technology efforts on foundational business systems and core digital commerce capabilities.
The company is implementing a new ERP system for finance and merchandising, spending $2.2 million this quarter and planning $9 million for the year, highlighting Floor & Decor Holdings’ commitment to streamlining processes and improving operational efficiency.
For fiscal 2025, Floor & Decor Holdings plans to invest $35-$40 million in IT infrastructure, e-commerce and store support center initiatives, reinforcing its focus on strengthening omnichannel retail operations.
Williams-Sonoma, Inc. WSM is deploying AI across three strategic areas: customer experience, supply-chain optimization and internal operations automation.
Williams-Sonoma has introduced an AI-powered customer service assistant across all brands, improving resolution rates and lowering costs, while developing next-generation digital design tools and a culinary companion for cookware discovery.
Leveraging its vertically integrated model, WSM applies AI end-to-end for forecasting, inventory optimization and delivery accuracy. Williams-Sonoma’s proprietary AI platform automates workflows across finance, HR and technology, driving measurable gains in productivity, software development speed and creative output, ultimately boosting conversion rates and generating cost savings.
#1 Semiconductor Stock to Buy (Not NVDA)
The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.
One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.