LOW

LOWES COMPANIES INC

Consumer DiscretionaryCIK 0000060667

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Market Cap
$130.43B
P/E (TTM)
19.7x
Rev Growth (TTM)
+6.2%
Net Margin (TTM)
7.5%
FCF Yield (TTM)
5.8%
FCF Margin (TTM)
8.6%

Filings

Primary-source SEC disclosures, read end-to-end — every figure traceable to its filing.

What your agent reads

Company-published material — management’s own words, not SEC-audited. Each source below is labeled so your agent knows what to verify.

IR decks — not catalogued
Company-published, not SEC-audited

Earnings

Q1
3 months ago
8-K release
Revenue
$23.08B
+10.3%
Net Income
$1.63B
-0.8%
EPS
N/A
Most recent quarterly earnings snapshot

Cash Flow Health

Free Cash Flow8/8 positive
TTM$7.6B
Q1 '26
$2.8B+193%
Q4 '25
$964M+971%
FCF Margin
TTM8.6%
Q1 '2612.3%+162%
Sector: 2.5%Top 25%
OCF Margin11.1%
OCF/NI1.48x
CapEx Coverage4.4x
FCF Yield5.8%
FCF Growth (2Y)+9%
Cash Conversion Cycle
47 days
DSO: 4+DIO: 107DPO: 64
Cash flow trends & capital efficiency

Capital Allocation

Total Shareholder YieldTTM
TTM2.4%
Div Yield2.0%
+
Buyback (TTM)0.4%
Dividend & Payout Metrics
Dividend Yield (TTM)2.0%
FCF Payout Ratio35.0%
Free Cash Flow (TTM)$7.6B
Stock Repurchases (TTM)$462.0M
Capital Return / FCF41.0%
Est. Dividends Paid (TTM)$2.7B
Shows how management rewards shareholders

Valuation Metrics

Price-to-EarningsTTM
19.7x
Volatile
8Q: 81.6x+2521%
Multiple expansion without fundamental improvement
High PEG ratio (3.2x) suggests expensive for growth
Valuation Lenses
Earnings
19.7x
vs sector
Cash Flow
21.7x
EV/FCF vs
Growth-Adj
3.2xPEG
Expensive for growth
Quality-Adj
0.8P/E per %ROIC
ROIC: 25.9%
Shareholder Returns
Dividend
2.0%
Buyback
0.4%
Total Yield
2.4%
Market Cap$130.43B
EV$165.67B
Multi-angle valuation analysis with sector context

Margins & Efficiency

ROIC 75th pctile
Profitability Cascade
Gross
33.3%
Operating
11.5%
Top 25% in sector
Net
7.5%
Margins Unknown
Return on Invested CapitalTTM
25.9%
Moderate
-0.1% YoY-15.4%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
8.8%
8Q: 9.3%
Asset Turnover
1.73x
8Q: 1.75x
Leverage (1+D/E)
-3.09x
D/E: -4.09x
DuPont: -47.0%25.9% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
4.89x
8Q:4.68x
-8.5%
Invested Cap Turn
2.95x
8Q:3.14x
-91.8%
CapEx Intensity
7.4%
8Q:8.4%
CapEx/Depreciation
0.95x
FCF vs Net Margin Gap+1.1 pts
Margin trends, ROIC, and capital efficiency

Balance Sheet & Solvency

D/E -4.09x
Net Debt / EBITDA
Net Debt: $36.70B
Interest Coverage
Leverage Metrics
Debt-to-Equity
-4.09x
Balance sheet risk & solvency analysis

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