Home Depot vs Lowes Companies (HD vs LOW)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Home Depot is the larger company by revenue ($164.7B vs $86.3B) and market value ($342.3B vs $116.5B). Home Depot has grown revenue faster over the last 4 fiscal years (+8.9% cumulative vs -10.4%). Lowes Companies trades at the lower trailing P/E (17.6x vs 24.4x).
About Home Depot
Home Depot, Inc. is the largest home improvement retailer in the world, operating over 2,300 stores across the U.S., Canada, and Mexico. The company sells a wide range of home improvement products, building materials, lawn and garden supplies, décor, and facilities maintenance products both in stores and online. It serves consumers, professional contractors, and specialty tradespeople by offering products, installation services, tool rentals, and a variety of digital and in-store resources.
About Lowes Companies
Lowe's Companies Inc is a home improvement retailer operating 1,759 stores and over 540 branch locations in the United States and Canada. The company serves individual homeowners, renters, and professional customers such as tradespeople and property managers by offering products for construction, maintenance, repair, remodeling, and decorating. Lowe's provides an omnichannel shopping experience through its physical stores, online platforms, on-site specialists, branches, and contact centers.
Head to head (HD FY2025 vs LOW FY2025)
| Metric | HDFY2025 | LOWFY2025 |
|---|---|---|
| Revenue | $164.68B | $86.29B |
| Revenue growth (YoY) | 3.2% | 3.1% |
| Gross margin | 33.3% | 33.5% |
| Operating margin | 12.7% | 11.8% |
| Net margin | 8.6% | 7.7% |
| Net income | $14.16B | $6.65B |
| Diluted EPS | $14.23 | $11.85 |
| FCF margin | 7.7% | 8.9% |
| ROE | 110.5% | — |
| Debt / equity | 3.6× | — |
| Market cap | $342.31B | $116.46B |
| P/E (TTM) | 24.4× | 17.6× |
Fundamentals are from each company’s SEC filings (HD FY2025, LOW FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| HD | $151.16B | $157.40B | $152.67B | $159.51B | $164.68B |
| LOW | $96.25B | $97.06B | $86.38B | $83.67B | $86.29B |
Peer standing
Where each company ranks among the 403 Consumer Discretionary companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | HD | LOW |
|---|---|---|
| Gross margin | 33.3%46th percentile of 275 | 33.5%47th percentile of 275 |
| Operating margin | 12.7%82nd percentile of 348 | 11.8%81st percentile of 348 |
| Net margin | 8.6%76th percentile of 377 | 7.7%76th percentile of 377 |
| FCF margin | 7.7%71st percentile of 350 | 8.9%76th percentile of 350 |
| Revenue growth (YoY) | +3.2%47th percentile of 394 | +3.1%47th percentile of 394 |
| P/E (TTM) | 24.4×65th percentile of 249 | 17.6×41st percentile of 249 |
| Short interest (days to cover) | 2.11d30th percentile of 401 | 2.97d43rd percentile of 401 |
Short interest
| FINRA settlement data | HD | LOW |
|---|---|---|
| Shares sold short | 13.3M | 10.0M |
| Change vs prior settlement | -1.8% | -0.9% |
| Days to cover | 2.11 | 2.97 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | HD | LOW |
|---|---|---|
| Buys | — | 0 |
| Sells | — | 3 ($5.8M) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
6 tracked 13F managers hold both Home Depot and Lowes Companies as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Markel Group, Millennium Management. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.