Core Viewpoint - Home Depot presents a more compelling investment opportunity compared to Lowe's due to its larger market presence, better growth potential, and favorable capital allocation strategy [1][2]. Group 1: Market Presence - Home Depot has a significantly larger store count with 2,347 stores generating $159.5 billion in sales, compared to Lowe's 1,748 stores and $83.7 billion in sales [3]. - Home Depot's same-store sales increased by 1.4% in the second quarter, while Lowe's saw a 1.1% increase, indicating stronger customer engagement despite a general slowdown in home improvement projects [4]. Group 2: Customer Base Expansion - Home Depot has invested heavily in expanding its customer base, particularly targeting professional contractors through dedicated sales forces and loyalty programs [6]. - Recent acquisitions, such as SRS and GMS, are aimed at enhancing product offerings for professional customers, which is expected to drive long-term sales growth [7][8]. Group 3: Return on Capital - Home Depot's capital allocation policy prioritizes business investment, share repurchases, and dividends, leading to a return on invested capital (ROIC) of 27.2% for the last 12 months [9][10]. - Although Lowe's has a higher ROIC of 29.5%, Home Depot's historical ROIC was significantly higher at 44.6% in 2022, suggesting potential for recovery and growth in a favorable market environment [10][11]. Group 4: Valuation and Growth Expectations - The market has higher growth expectations for Home Depot, reflected in its price-to-earnings (P/E) ratio of 27 compared to Lowe's 20, indicating that the higher valuation for Home Depot is justified given its long-term prospects [12].

This audio is auto-generated. Please let us know if you have feedback Dive Brief:The Home Depot introduced its Project Planning tool, a digital platform for its pro customers, in late September, according to a company press release sent to Retail Dive. The tool is designed to serve as a hub where professional renovators, remodelers and tradespeople can plan, oversee and complete complex projects. Professionals using the tool can oversee various projects with multiple crews and can contact the Home Depot su ...

Market Performance - The Dow is up about 110 points, with the S&P 500 and NASDAQ also showing gains, indicating a record-setting day on Wall Street despite the government shutdown [2][3][4] - The S&P 500 has reached a new record, reflecting strong market performance amid the shutdown [43][45] - Historical data suggests that government shutdowns typically do not have a significant impact on stock market performance, with the average shutdown lasting around 8 days [45][49] Sector Performance - The healthcare sector is notably strong, with the XLV index up 3%, and several pharmaceutical companies like Eli Lilly and AstraZeneca showing significant gains [7][10] - Utilities and technology sectors are also at record highs, while communication services, led by Meta, are down about 1% [7][8] - Ford and GM reported an 8% increase in sales, driven by strong demand for trucks and electric vehicles, indicating robust performance in the automotive sector [100][103] Government Shutdown Implications - The government shutdown is expected to last one to two weeks, with potential economic impacts being relatively minor unless it extends longer [23][24][49] - The shutdown may delay key economic data releases, including payroll and CPI reports, which could complicate the Federal Reserve's decision-making process [32][54] - The Trump administration is using the shutdown to push forward on certain economic policies, including tariff investigations and budget cuts [12][14][15] Company Developments - Corteva is planning to separate its seed and pesticide businesses, aiming to enhance operational focus and shareholder returns, although analysts express skepticism about the value creation from this split [64][66] - Fairmy America, a new energy company, is going public with plans to build natural gas and nuclear power plants to support AI data centers, projecting significant revenue growth by 2026 [106][116][119]

Accessibility StatementSkip Navigation The Home Depot launches the "Holiday Gift Edit," curated Pinterest boards with top wish list items at great values this season ATLANTA, Sept. 30, 2025 /PRNewswire/ --Â The countdown to the holidays is officially on, and this season more than three-quarters of Millennials want practical gifts for their homes, according to a new survey conducted by Morning Consult for The Home Depot. Beginning on October 28, customers can save on tools, smart home devices, appliances, ho ...

Value stocks cater to investors who want to buy reliable companies with a decent margin of safety. Instead of buying high-flying growth stocks that can crash and burn if the economy goes through a recession, value stocks can hold their ground during uncertainty. However, buying and holding value stocks still makes it possible to become rich. Their gains may not look exciting compared to the hottest AI stocks, but if you give them time to grow, some value stocks can outperform most of the stock market. Dis ...

摩根大通分析师克里斯托弗·霍弗斯(Christopher Horvers)针对当前消费环境中多重因素交织的背景下 ——包括降息、关税调整、就业增长、加速的财富效应及"一项美丽大法案"的税收刺激政策——对零售 行业展开深度分析，筛选出在动荡投资环境中具备突出潜力的企业。 Wayfair强大的线上业务体系、管理层对费用管控的承诺，以及其作为行业最大在线专业零售商所拥有 的优势产品组合与供应链能力，有望引发盈利预期上调的长期拐点。 此外，企业通过人工智能技术优化平台功能、升级物流体系(如CastleGate物流平台构建的生态系统)， 已形成对同行的竞争优势。 对于家得宝而言，其风险敞口更小——企业已采取重大措施降低对外国供应商的依赖，且供应链多元化 布局中大部分商品源自美国本土，这赋予其在成本管理与定价策略上的灵活性，能够有效吸收潜在的价 格冲击，例如近期关税政策带来的成本波动。 同样受房地产市场周期影响的百思买(BBY.US)，在霍弗斯的分析框架中展现出与家得宝相似的关联逻 辑，尤其在家电、电视等品类上表现显著。值得注意的是，平板电脑的更新换代周期有望为百思买带来 利好——这类产品占其销售额的33%。 霍弗斯指出 ...

In this article, we will take a detailed look at 11 Most Profitable Blue Chip Stocks to Buy Right Now.Because of their strong finances, market dominance, steady profits, and dependable dividends, blue chip stocks continue to be a popular option for investors looking for stability in the face of turbulence. These large-cap corporations—many of which are part of the Dow Jones Industrial Average—frequently outperform during late-stage economic cycles or difficult times because they provide a combination of sca ...

Joining me now to discuss the potential fallout, Everore ISI's Greg Melik. Greg, thank you so much for for being here with us. I know that you cover Home Depot and that was one of the names that came to mind for me as soon as I saw some of these headlines.What do you think the impact will be. >> You know, we think for the retailers, especially one like Home Depot, they have a big broad enough global supply base. And in the case of Home Depot, the majority of what they're doing, they're sourcing here in the ...

Joining me now to discuss the potential fallout, Everore ISI's Greg Melik. Greg, thank you so much for for being here with us. I know that you cover Home Depot and that was one of the names that came to mind for me as soon as I saw some of these headlines.What do you think the impact will be. You know, we think for the retailers, especially one like Home Depot, they have a big broad enough global supply base. And in the case of Home Depot, the majority of what they're doing, they're sourcing here in the US ...

The Home Depot, Inc. (NYSE:HD) is included among the 12 Best Retail Dividend Stocks to Buy Now. Long-Term Growth Drivers for The Home Depot (HD) in the World of Retail Dividend Stocks Image by Steve Buissinne from Pixabay The Home Depot, Inc. (NYSE:HD) holds the top spot as the leading home improvement retailer. Each store typically caters to DIY customers and carries about 35,000 products for a wide range of projects. By operating on a much larger scale than traditional hardware stores, The Home Depot ...