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v0.1
LOW$208.65-2.66%
Fair $208.65+0.0%

LOW

Lowe's Companies, Inc.

Consumer Cyclical / Home Improvement RetailNYSE

$208.65

-5.71 (-2.66%)

Fairly Valued+0.0%Fair Value $208.65Fund rank 38/100 · Data gapFallback financials|
SA 25/D
F-Score: 5/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.7B · quality 84.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

25/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -67.1%, below the 5% threshold
Thesis & Journal · LOWLocal privado en este navegador · Lowe's Companies, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$117.0B

P/E

17.6x

↑

EV/EBITDA

12.9x

↑

ROE

-67.1%

↓

Gross Margin

33.5%

↑

Debt/Equity

-4.51

↓
52-Week Range$209
$208$293

TradingView lightweight chart

LOW price, volumen y niveles de valoración

Último $208.65Periodo +1397.0%
Fair value: $208.65

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2026 · 18 años de histórico normalizado

Revenue CAGR

+3.3%

FCF CAGR

+18.9%

FCF margin

8.9%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $86.29B · net income $6.65B · FCF $7.65B

2008-FY → 2026-FY

Gross margin

33.5%-1.2% pts

Operating margin

11.8%— pts

Net margin

7.7%+1.9% pts

FCF margin

8.9%+8.2% pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$86.29B$86.29B$83.67B$86.38B$97.06B$96.25B$89.60B$72.15B$71.31B$68.62B$65.02B$59.07B$56.22B$53.42B$50.52B$50.21B$48.81B$47.22B$48.23B$48.28B
Net Income$6.65B$6.65B$6.96B$7.73B$6.44B$8.44B$5.83B$4.28B$2.31B$3.45B$3.09B$2.55B$2.70B$2.29B$1.96B$1.84B$2.01B$1.78B$2.19B$2.81B
EBITDA$12.47B$12.47B$12.60B$13.58B$12.18B$13.97B$11.24B$7.72B$5.63B$8.13B$7.44B$6.56B$6.38B———————
EPS11.8511.8512.2313.2010.1712.047.755.492.844.093.472.732.712.141.691.431.421.211.491.86
Gross Margin33.5%33.5%33.3%33.4%33.2%33.3%33.0%31.8%32.1%32.7%33.3%34.8%34.8%34.6%34.3%34.6%35.1%34.9%34.2%34.6%
Operating Margin11.8%11.8%12.5%13.4%10.5%12.6%10.8%8.8%5.6%9.6%9.0%8.4%8.5%———————
Net Margin7.7%7.7%8.3%8.9%6.6%8.8%6.5%5.9%3.2%5.0%4.8%4.3%4.8%4.3%3.9%3.7%4.1%3.8%4.6%5.8%
Balance Sheet
Debt/Equity-4.51-4.51-2.79-2.67-2.67-5.04—————————0.46————
Current Ratio1.091.09——————————————————
Cash Flow
Free Cash Flow$7.65B$7.65B$7.70B$6.18B$6.76B$8.26B$9.26B$2.81B$5.02B$3.94B$4.45B$3.59B——$2.55B$2.52B$2.52B$2.25B$856.0M$337.0M
Returns
ROE-67.1%-67.1%-48.9%-51.3%-45.2%-175.3%406.1%217.1%63.5%58.7%48.0%33.3%27.1%19.3%14.1%11.1%————
Valuation
P/E17.6417.6420.6016.8421.24———————————————
EV/EBITDA12.8812.8814.3712.4514.20———————————————
Growth & Yield
Revenue Growth3.1%3.1%-3.1%-11.0%—7.4%24.2%1.2%3.9%5.5%10.1%5.1%5.3%5.7%0.6%2.9%3.4%-2.1%-0.1%—
EPS Growth-3.1%-3.1%-7.3%29.8%—55.4%41.2%93.3%-30.6%17.9%27.1%0.7%26.6%26.6%18.2%0.7%17.4%-18.8%-19.9%—
Dividend Yield2.2%2.2%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$18.51

Spread vs growth

-19.1%

5Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$22.40

Spread vs growth

-16.7%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$36.08

Spread vs growth

-14.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -5.3%

Total return

-5.3%

Start / end P/E

18.5x → 17.6x

EPS bridge

12.23 → 11.85

Residual

+0.1%

EPS growth-3.1%
Multiple rerating-4.6%
Dividend+2.2%
Residual / FX / buybacks / cross-term+0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.