Added to YB: 2024-09-09
Pitch date: 2024-09-07
LOW [neutral]
Lowe's Companies, Inc.
-1.32%
current return
Author Info
No bio for this author
Company Info
Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States and Canada.
Market Cap
$129.4B
Pitch Price
$238.35
Price Target
284.00 (+21%)
Dividend
2.08%
EV/EBITDA
12.08
P/E
19.50
EV/Sales
2.01
Sector
Specialty Retail
Category
growth
Lowe’s Companies, Inc. – A true SWAN stock, one I would love to own (Deep Dive)
LOW (wait for dip): High-quality home improvement retailer with 12% market share. 5% revenue CAGR, 20% profit CAGR over 10 years. 60-year dividend growth streak, 1.9% yield. Concerns: debt-funded buybacks. Industry facing headwinds but long-term outlook positive. Currently overvalued at 20.5x FY24 earnings. Hold, wait for dip below $230.
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