Lowe’s (LOW) Valuation After Q3 Earnings Beat and Pro-Focused FBM and ADG Acquisitions

Simply Wall St.12-21 14:11

Lowe's Companies (LOW) just delivered another earnings beat, nudging revenue higher while expanding its online, home services, and Pro customer business, and it wrapped up two sizable acquisitions ...

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At the...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"LOW":"劳氏"},"translate_title":"第三季度盈利超出预期以及专注于FBM和ADG收购后，劳氏（低）估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LOW":1.5},"content_text":"Lowe's Companies (LOW) just delivered another earnings beat, nudging revenue higher while expanding its online, home services, and Pro customer business, and it wrapped up two sizable acquisitions aimed squarely at long term contractor driven growth. See our latest analysis for Lowe's Companies. Even after a solid Q3 earnings beat and the strategic FBM and Artisan Design Group acquisitions, Lowe's 90 day share price return of negative 7.66 percent suggests momentum has cooled recently. At the same time, its 5 year total shareholder return of 61.96 percent still points to a resilient long term compounding story at around 240.44 dollars per share. If this kind of steady compounder appeals to you, it is also worth exploring fast growing stocks with high insider ownership for other potential standouts where management has meaningful skin in the game. With earnings still outpacing expectations and the stock trading at a modest discount to analyst targets, is Lowe’s quietly undervalued after its Pro focused acquisitions, or has the market already priced in its next leg of growth? Most Popular Narrative Narrative: 11.9% Undervalued With Lowe's last closing price at 240.44 dollars versus a narrative fair value near 272.97 dollars, the valuation case leans on a long runway of steady, compounding fundamentals. Ongoing pent up demand from delayed home improvement projects, combined with record high aging U.S. housing stock and an estimated 18 million new homes needed by 2033, points to a significant runway for future growth in renovation, repair, and new construction; this trend is described as a positive factor for revenue and as supporting sustained top line expansion as the housing cycle recovers. Continued investment in digital and omnichannel capabilities, including AI powered tools for associates and new digital solutions brought through FBM's technology (for example, the MyFBM app and digital blueprint takeoff), is described as a potential driver of enhanced operational efficiency, improved service levels for Pro and DIY customers, and incremental margin expansion through productivity gains. Read the complete narrative. To understand how modest growth assumptions, small margin gains, and a richer future earnings multiple are used to support that upside gap, readers can review the full narrative, which lays out each step of the math. Result: Fair Value of $272.97 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, execution missteps integrating FBM and ADG, along with prolonged housing and macro weakness, could delay margin gains and undercut the upside implied by today’s valuation. Find out about the key risks to this Lowe's Companies narrative.  Build Your Own Lowe's Companies Narrative If you would rather dive into the numbers yourself and challenge these assumptions, you can build a personalized Lowe's view in just minutes: Do it your way. A great starting point for your Lowe's Companies research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? Before you move on, lock in your next watchlist upgrades with ideas built from hard numbers, not hype, using these targeted stock screens.  Boost your portfolio’s income potential with steady payers by reviewing these 12 dividend stocks with yields > 3% that can help support long term returns. Position yourself early in the next wave of automation and innovation by scanning these 24 AI penny stocks shaping the future of intelligent software and services. Strengthen your long term wealth-building plan by focusing on value, starting with these 914 undervalued stocks based on cash flows that may be mispriced relative to their cash flows.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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