PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Lowe's Companies, Inc. (LOW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5486611073

CUSIP

548661107

Sector

Consumer Cyclical

IPO Date

Jul 1, 1985

Highlights

Market Cap

$149.22B

EPS (TTM)

$12.03

PE Ratio

21.86

PEG Ratio

4.10

Total Revenue (TTM)

$83.72B

Gross Profit (TTM)

$27.36B

EBITDA (TTM)

$12.36B

Year Range

$192.56 - $285.80

Target Price

$281.36

Short %

1.23%

Short Ratio

3.28

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
LOW vs. HD LOW vs. COST LOW vs. DEO LOW vs. HSY LOW vs. TSCO LOW vs. SCHD LOW vs. VOO LOW vs. QQQ LOW vs. SJT LOW vs. SPGP
Popular comparisons:
LOW vs. HD LOW vs. COST LOW vs. DEO LOW vs. HSY LOW vs. TSCO LOW vs. SCHD LOW vs. VOO LOW vs. QQQ LOW vs. SJT LOW vs. SPGP

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Lowe's Companies, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
22.05%
12.32%
LOW (Lowe's Companies, Inc.)
Benchmark (^GSPC)

Returns By Period

Lowe's Companies, Inc. had a return of 20.44% year-to-date (YTD) and 35.33% in the last 12 months. Over the past 10 years, Lowe's Companies, Inc. had an annualized return of 17.44%, outperforming the S&P 500 benchmark which had an annualized return of 11.13%.


LOW

YTD

20.44%

1M

-4.59%

6M

20.03%

1Y

35.33%

5Y (annualized)

19.54%

10Y (annualized)

17.44%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

The table below presents the monthly returns of LOW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.88%13.08%5.84%-10.07%-2.94%-0.38%11.90%1.22%8.99%-2.92%20.44%
20235.06%-1.20%-2.81%4.45%-3.22%12.22%4.29%-1.62%-9.82%-7.77%4.33%11.93%14.03%
2022-7.87%-6.86%-8.54%-1.81%-1.23%-10.56%10.28%1.36%-3.26%4.37%9.03%-6.26%-21.49%
20214.32%-4.26%19.05%3.50%-0.72%-0.44%-0.25%5.81%-0.51%15.68%4.61%5.68%63.34%
2020-2.50%-8.32%-19.25%22.44%24.44%3.66%10.63%10.60%0.71%-4.35%-1.44%3.01%36.40%
20194.64%9.29%4.17%3.79%-17.55%8.18%1.03%10.65%-2.00%2.00%5.11%2.09%32.23%
201813.12%-14.46%-2.05%-5.60%15.26%0.59%4.44%9.47%5.58%-16.66%-0.89%-2.13%1.22%
20173.26%1.77%10.54%3.68%-7.20%-1.57%0.39%-4.53%8.19%0.53%4.28%11.48%33.29%
2016-5.38%-5.76%12.17%0.72%5.41%-1.20%4.38%-6.95%-5.68%-7.24%5.85%0.81%-4.88%
2015-1.17%9.34%0.40%-7.14%1.63%-4.30%4.00%-0.27%-0.36%7.54%3.75%-0.73%12.16%
2014-6.23%8.08%-2.26%-5.75%2.55%1.93%0.19%9.74%0.78%8.56%11.59%7.79%41.20%
20137.98%-0.10%-0.60%1.75%9.60%-2.87%9.44%2.78%3.91%4.95%-4.62%4.36%41.81%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of LOW is 77, placing it in the top 23% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of LOW is 7777
Combined Rank
The Sharpe Ratio Rank of LOW is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of LOW is 7676
Sortino Ratio Rank
The Omega Ratio Rank of LOW is 7474
Omega Ratio Rank
The Calmar Ratio Rank of LOW is 8484
Calmar Ratio Rank
The Martin Ratio Rank of LOW is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Lowe's Companies, Inc. (LOW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for LOW, currently valued at 1.39, compared to the broader market-4.00-2.000.002.004.001.392.46
The chart of Sortino ratio for LOW, currently valued at 2.00, compared to the broader market-4.00-2.000.002.004.002.003.31
The chart of Omega ratio for LOW, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.46
The chart of Calmar ratio for LOW, currently valued at 1.47, compared to the broader market0.002.004.006.001.473.55
The chart of Martin ratio for LOW, currently valued at 3.94, compared to the broader market-10.000.0010.0020.0030.003.9415.76
LOW
^GSPC

The current Lowe's Companies, Inc. Sharpe ratio is 1.39. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Lowe's Companies, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
1.39
2.46
LOW (Lowe's Companies, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Lowe's Companies, Inc. provided a 1.71% dividend yield over the last twelve months, with an annual payout of $4.50 per share. The company has been increasing its dividends for 24 consecutive years.


1.00%1.20%1.40%1.60%1.80%2.00%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$4.50$4.30$3.70$2.80$2.25$2.06$1.78$1.52$1.26$1.02$0.82$0.68

Dividend yield

1.71%1.93%1.86%1.08%1.40%1.72%1.93%1.64%1.77%1.34%1.19%1.37%

Monthly Dividends

The table displays the monthly dividend distributions for Lowe's Companies, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$1.10$0.00$0.00$1.10$0.00$0.00$1.15$0.00$0.00$1.15$0.00$4.50
2023$1.05$0.00$0.00$1.05$0.00$0.00$1.10$0.00$0.00$1.10$0.00$0.00$4.30
2022$0.80$0.00$0.00$0.80$0.00$0.00$1.05$0.00$0.00$1.05$0.00$0.00$3.70
2021$0.60$0.00$0.00$0.60$0.00$0.00$0.80$0.00$0.00$0.80$0.00$0.00$2.80
2020$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.60$0.00$0.00$2.25
2019$0.48$0.00$0.00$0.48$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$2.06
2018$0.41$0.00$0.00$0.41$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$1.78
2017$0.35$0.00$0.00$0.35$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$1.52
2016$0.28$0.00$0.00$0.28$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$1.26
2015$0.23$0.00$0.00$0.23$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$1.02
2014$0.18$0.00$0.00$0.18$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.82
2013$0.16$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.68

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.7%
Lowe's Companies, Inc. has a dividend yield of 1.71%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%30.2%
Lowe's Companies, Inc. has a payout ratio of 30.24%, which is quite average when compared to the overall market. This suggests that Lowe's Companies, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-7.01%
-1.40%
LOW (Lowe's Companies, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Lowe's Companies, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lowe's Companies, Inc. was 62.28%, occurring on Nov 21, 1990. Recovery took 429 trading sessions.

The current Lowe's Companies, Inc. drawdown is 7.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.28%Jul 3, 1990100Nov 21, 1990429Aug 4, 1992529
-60.98%Jun 2, 1986383Dec 3, 1987615May 10, 1990998
-60.59%Feb 26, 2007512Mar 6, 2009785Apr 17, 20121297
-48.63%Feb 21, 202019Mar 18, 202048May 27, 202067
-44.41%Jul 9, 199865Oct 8, 199840Dec 4, 1998105

Volatility

Volatility Chart

The current Lowe's Companies, Inc. volatility is 7.57%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
7.57%
4.07%
LOW (Lowe's Companies, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Lowe's Companies, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Lowe's Companies, Inc. compared to its peers in the Home Improvement Retail industry.


PE Ratio
20.040.060.080.0100.0120.021.9
The chart displays the price to earnings (P/E) ratio for LOW in comparison to other companies of the Home Improvement Retail industry. Currently, LOW has a PE value of 21.9. This PE ratio falls in the average range for the industry.
PEG Ratio
1.02.03.04.05.04.1
The chart displays the price to earnings to growth (PEG) ratio for LOW in comparison to other companies of the Home Improvement Retail industry. Currently, LOW has a PEG value of 4.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Lowe's Companies, Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items