Revenue segments as reported by the company.

Home Decor

Building Products

Hardlines

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Depreciation and amortization

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Lowe's

Orchard Supply Hardware is an American retailer of home improvement and gardening products. Headquartered in San Jose, California, Orchard Supply Hardware has dozens of locations throughout California, with expansions into Oregon and Florida.

Orchard Supply Hardware

Rona is a Canadian retailer of home improvement and construction products and services. Founded in 1939, the company operates a mixture of company-owned and franchised retailers under multiple banners, including Rona, its big box formats Rona Home & Garden and Réno-Dépôt, as well as smaller brands such as Rona Cashway, Marcil Centre de Rénovation, and Dick's Lumber. On February 3, 2016, U.S. retailer Lowe's announced that it would acquire Rona for $3.2 billion pending government approval. Lowe's plans to maintain the Rona name in mid-sized stores post-merger.

Rona

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

LOW reports Q1 earnings growth despite sales decline and discretionary weakness

Despite a decline in comparable sales, LOW's adjusted operating margin expanded, and the company remains optimistic about the future of the home improvement business. Challenges include weakness in discretionary spending, particularly in big-ticket DIY purchases, and questions about the potential duration of this weakness. However, the company sees opportunities in the Pro customer strategy and the rural stores expansion.

LOW reports Q2 earnings with declining sales but expanded margins

LOW's Q2 performance reflects a decline in comparable sales but an expansion in operating margin and strong online sales growth. The company faces challenges from cautious consumer spending and industry-specific pressures. However, LOW remains optimistic about outperforming sales outlook and sees opportunities in sustaining demand and expanding margins through strategic initiatives.

Lowe's Q3 2023: Challenges in DIY Spending, Optimism for Long-Term Growth

Lowe's Q3 2023 faced challenges in DIY spending and online sales, but saw positive performance in Pro sales comp and strategic initiatives. The company remains optimistic about the mid- to long-term outlook for the home improvement industry. Ongoing focus on productivity improvements and meeting customer demand presents opportunities for growth.

Lowe's reports mixed Q4 sales but strong earnings growth

Lowe's Q4 earnings call highlighted mixed sales performance but strong earnings growth. The company is investing in its workforce and focusing on the Pro business for future growth. Opportunities lie in leveraging industry trends and technology advancements while managing challenges like declining lumber prices and flat gross margins.

Lowe's reports Q1 earnings growth despite challenges, eyes rural expansion

Lowe's Q1 2024 earnings call highlighted a mixed performance with challenges in comparable sales offset by positive Pro sales growth. The company's focus on market share gains, productivity initiatives, and Pro segment strength drove earnings growth. Despite short-term pressures, Lowe's remains positive about the future, especially with opportunities in rural store expansion and customer segment spending.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

With mortgage rates hitting a two-decade high and putting pressure on existing home sales, Lowe's stock price has remained stagnant over the last two years. Lowe's, as a high-quality business, is well-positioned to weather sales slowdowns and is poised to thrive as mortgage rates decline, reigniting DIY home improvement and PRO projects. With elevated interest rates and prevailing uncertainty, Lowe's is currently trading at a discount of at least 20% compared to its historical averages, providing a significant margin of safety.

Lowe's: Going 'All-In' At This Valuation

Expanding upon DIY-University (DIY-U) by Lowe's, Home Repair Workshops launch at select stores nationwide with hands-on support from helpful Lowe's red vest associates MOORESVILLE, N.C. , Nov. 10, 2023 /PRNewswire/ -- Lowe's today announced the debut of Home Repair Workshops, where knowledgeable Lowe's red vest associates teach customers basic home repair and maintenance DIY skills through live, interactive workshops.

Lowe's Debuts a New Way to Teach Millennials How to Make Basic Home Repairs, Helping Homeowners Build DIY Confidence and Save on Costs

Archer-Daniels-Midland Company

Chewy

Costco

Lululemon Athletica

Microsoft

Welltower

The accepted definition of the millennial generation is those individuals born between 1981 and 1996. So, selecting retirement stocks for millennials means looking at stocks that have staying power for 20 to 30 years.

7 Must-Own Retirement Stocks for Millennial Investors

Carlisle Companies

Mastercard

2024 is setting up to be a great year for us contrarian dividend investors—but to take full advantage, we need to buy now—while fear is still in the air.

3 Top Dividend Growers For 2024

Albemarle

Caterpillar

Chubb

Polaris

U.S. stocks had their best week in a year, with the S&P soaring almost 6% and tech stocks surging over 7%. It was a primarily speculation-driven rally with the lowest-quality stocks up 18%. But that doesn't mean high-quality dividend growth isn't available at a steep discount. Growth at a reasonable price, with a PEG ratio of close to 1, can help avoid paying dangerous valuations for quality companies.

7 Dividend Aristocrats You Should Buy Before It's Too Late

Lowe's (LOW) closed the most recent trading day at $194.58, moving +0.18% from the previous trading session.

Lowe's (LOW) Rises But Trails Market: What Investors Should Know

Apple

Salesforce

Chevron

Exxon Mobil

It's no surprise that there are many blue-chip stocks with share buyback programs. Alongside the paying out of dividends, share buybacks are a great vehicle for mature businesses to maximize value for investors.

7 Blue-Chip Stocks With Share Buyback Programs

Amazon

Chipotle

Disney

NIKE

Consumers drive the majority of spending in the United States. Leading consumer brands can make for great investments.

My 5 Favorite Stocks Right Now

Automatic Data Processing

ASML Hld

Broadcom

Cohen & Steers

EOG Resources

Fastenal

Home Depot

Infosys

Lam Research

Landstar System

Masco

Microchip Technology

Monolithic Power Systems

Old Dominion Freight Line

Paychex

Robert Half Int.

Rollins

Schwab US Dividend Equity ETF

SPDR S&P 500 ETF Trust

Sociedad Quimica Y Minera De Chile

Skyworks Solutions

Texas Instruments

Williams-Sonoma

Watsco

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF, with a few minor twists. The portfolio fell by 3.07% in October, underperforming the S&P 500 by 0.97%. Year-to-date, the portfolio is up 3.61%.

4 Factor Dividend Growth Portfolio: Year One Is On The Books

Applied Materials

Amphenol

Blackrock Inc

Cintas Corp

Graco

Intuit

Jack Henry & Associates

Northrop Grumman

Roper Technologies

Charles Schwab

Sherwin-Williams

Tractor Supply

Vanguard Dividend Appreciation ETF

There are 20 stocks on my dividend growth watchlist for October 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks would have outperformed the Vanguard Dividend Appreciation ETF by more 4% year-to-date.

Dividend Growth Stock Watchlist - November 2023

Cigna

Domino's Pizza

MSCI

Sirius XM Holdings Inc

SS&C Technologies Hlds

W. R. Berkley

Zoetis

The SPDR S&P 500 ETF posted its third consecutive losing month in October, the first time this has happened since I started tracking this series in September 2020. The top 15 dividend growth stocks for November offer an average dividend yield of 1.90% and appear to be about 40% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is outperforming VIG by 1.49% and SPY by 1.18%, on an annualized basis.

My Top 15 High Growth Dividend Stocks For November 2023

AbbVie

Abbott Labs

Aflac

Amcor Plc

A. O. Smith

Air Products and Chemicals

Atmos Energy

Becton, Dickinson and Co.

Franklin Resources

Brown & Brown

Cardinal Health

Cincinnati Financial

Colgate-Palmolive

Clorox

The highest yield isn't everything when it comes to finding the best dividend stocks. Income investors know there's no substitute for regular dividend increases over the long haul.

67 Best Dividend Stocks for Dependable Dividend Growth

News for Lowe's Stock (LOW)