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Lowe's
LOW · NYSEHome Improvement Retail
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Inputs &suppliersfarms, factories, ingredi…Sourcing &enablerstraders, cloud, payments,…Brands &platformsthe hub that sellsDistribution &retaillogistics, stores, channe…Consumerswho actually paysGEAGE AppliancesWHRWhirlpoolSWKStanley Black & Decker···Global goods & private-label makersLOGLogistics & carriersSYFSynchronyGOOGGoogleLOWLowe'sFBMFoundation Building MaterialsADGArtisan Design GroupSTRStores & job-site deliveryPROPro contractorsYOUDIY homeownersHDHome Depot
Company details
Market cap
~$117B
P/E ratio
~18×
Div yield
~2.0%
EPS (FY25)
~$12.0
Revenue (FY25)
~$86B
Rev. growth
+3%
Stores
~1,750
Dividend
$4.80/yr
In plain English
Lowe's is America's #2 home-improvement chain — ~1,750 big-box stores selling appliances, tools, lumber and building materials to weekend DIYers and, increasingly, to professional contractors. After two big 2025 deals (Artisan Design Group and the ~$8.8B Foundation Building Materials), it is bolting a real building-products distribution arm onto the stores to chase the higher-spending Pro customer.
In simple terms
What Lowe's really sells
Lowe's is America's #2 home-improvement chain — ~1,750 big-box stores selling appliances, tools, lumber and building materials to weekend DIYers and, increasingly, to professional contractors. After two big 2025 deals (Artisan Design Group and the ~$8.8B Foundation Building Materials), it is bolting a real building-products distribution arm onto the stores to chase the higher-spending Pro customer.
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Risk read
Moderate
SteadierMore speculative
Why this rating?