Lowe’s (LOW) is a home improvement retail company in the Consumer Discretionary sector. Listed on the NASDAQ, Lowe’s is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $216.19.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $216.19 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 7.85% |
| Risk / Std Dev (Annualized) | 26.23% |
| Sharpe Ratio (rf=4.5%) | 0.13 |
S&P 500 Context
- Sector: Consumer Discretionary
- Sub-Industry: Home Improvement Retail
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 7.85% with an annualized volatility of 26.23%. The Sharpe ratio of 0.13 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 121.22B |
| Enterprise Value | 162.99B |
| Trailing P/E | 18.38 |
| Forward P/E | 16.04 |
| Price to Book | -13.08 |
| Price to Sales | 1.37 |
| EV/Revenue | 1.84 |
| EV/EBITDA | 12.94 |
| Profitability | | | Profit Margin | 7.51% | | Operating Margin | 11.07% | | ROA | 12.79% |
| Growth | | | Revenue Growth | 10.3% | | Earnings Growth | -0.7% |
| Dividend | | | Dividend Yield | 231.0% | | Payout Ratio | 40.57% | | 5Y Avg Yield | 179.0% |
| Financial Health | | | Total Revenue | 88.43B | | Total Debt | 42.56B | | Total Cash | 0.79B | | Free Cash Flow | 4.82B | | Operating Cash Flow | 9.83B |
| Price & Technical | | | 52W High | $293.06$ | | 52W Low | $203.4$ | | 50-Day Avg | $229.47$ | | 200-Day Avg | $246.9$ | | Beta | 0.86 | | Shares Outstanding | 0.56B | | Float Shares | 0.56B | | Insider Holdings | 0.11% | | Institutional Holdings | 81.25% | | Short Ratio | 3.28 | | Short % of Float | 1.97% |
| Analyst Targets | | | Target High | $300.0$ | | Target Low | $202.0$ | | Target Mean | $263.73$ | | Target Median | $275.0$ | | # of Analysts | 33 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.