LOW

Lowe's Companies, Inc.

Consumer


Presented:03/02/2018
Price:$85.34
Cap:$70.75B
Current Price:$281.83
Cap:$159.88B

Presented

Date03/02/2018
Price$85.34
Market Cap$70.75B
Ent Value$80.04B
P/E Ratio20.81x
Book Value$7.08
Div Yield1.92%
Shares O/S829.00M
Ave Daily Vol7,099,475
Short Int0.85%

Current

Price$281.83
Market Cap$159.88B
Lowe's Companies, Inc. engages in the retail sale of home improvement products. It offers products for maintenance, repair, remodeling, home decorating, and property maintenance. The company also provides home improvement products in the following categories: appliances, bathroom, building supply, electrical, flooring, hardware, paint, kitchen, plumbing, lighting & fans, outdoor living, windows, and doors. Lowe's was founded in 1946 and is headquartered in Mooresville, NC.

Publicly traded companies mentioned herein: Home Depot Inc (HD), Lowe’s Companies Inc (LOW)

Highlights

The presenter is long shares of Lowe’s (LOW), seeing cost saving opportunities and room to improve sales productivity and margins to a level closer to that of competitor Home Depot. The presenter sees near-term catalysts from activist involvement. He targets $120 for LOW shares in a base case, noting there could be further appreciation into the $150 - $200 range should long-term trends play out favorably.

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Idea Discussion

Commentor 1 - 2 weeks ago

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