Added to YB: 2024-05-15
Pitch date: 2024-04-11
LOW [bullish]
Lowe's Companies, Inc.
+9.59%
current return
Author Info
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Company Info
Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States.
Market Cap
$137.3B
Pitch Price
$225.64
Price Target
N/A
Dividend
1.96%
EV/EBITDA
13.47
P/E
20.29
EV/Sales
2.15
Sector
Specialty Retail
Category
turnaround
Show full summary:
Aristotle Capital Value Equity Strategy New Position: Lowe's Companies, Inc.
LOW: #2 home improvement retailer closing gap with HD under new mgmt. Economies of scale, expertise, limited online disruption risk. Underappreciated market share & margin gain potential from supply chain, IT, omnichannel upgrades. Large upside in pro customer push (70 visits/yr vs 4 for DIY) & store efficiency focus vs expansion.
Read full article (2 min)