Cramer: Home Depot (HD) Trumps Lowe's (LOW) Right Where it Counts
Tweet
Share
E-mail
Get Alerts LOW Hot Sheet
Price: $219.88 +2.97%
Overall Analyst Rating:
SELL (= Flat)
Dividend Yield: 1.9%
EPS Growth %: -1.8%
Overall Analyst Rating:
SELL (= Flat)
Dividend Yield: 1.9%
EPS Growth %: -1.8%
Join SI Premium – FREE
Lowe's (NYSE: LOW) and Home Depot (NYSE: HD) are two of the largest competitors in the retail home improvement space. Home Depot is more than twice as large as Lowe's by market cap, but does that make it less of an attractive investment? Stock sage Jim Cramer weighed in with his opinion late last Friday.
Both Home Depot and Lowe's recently reported quarterly results, with both outfits beating consensus EPS views by three cents per share. Both also issued paltry guidance.
The key metric to look at with Home Depot and Lowe's is same-store sales (comps) growth. While Lowe's grew 1.9 percent, Home Depot came in with a gain of seven percent, which Cramer noted was the widest comps growth gap between the two in 13 years.
To boot, Home Depot also boosted its dividend and issued a stock buyback plan that was larger than Lowe's.
Cramer noted that Home Depot has better stores in better locations with a management team that knows how to execute.
Shares of Lowe's are down one percent while Home Depot is up 0.7 percent today.
Both Home Depot and Lowe's recently reported quarterly results, with both outfits beating consensus EPS views by three cents per share. Both also issued paltry guidance.
The key metric to look at with Home Depot and Lowe's is same-store sales (comps) growth. While Lowe's grew 1.9 percent, Home Depot came in with a gain of seven percent, which Cramer noted was the widest comps growth gap between the two in 13 years.
To boot, Home Depot also boosted its dividend and issued a stock buyback plan that was larger than Lowe's.
Cramer noted that Home Depot has better stores in better locations with a management team that knows how to execute.
Shares of Lowe's are down one percent while Home Depot is up 0.7 percent today.
Serious News for Serious Traders! Try StreetInsider.com Premium Free!
You May Also Be Interested In
- Lowe's (LOW) PT Lowered to $230 at Evercore ISI
- Take-Two Interactive Software: GTA VI launches November 19, 2026 for PS5 and Xbox series X|S at $79.99
- Broadcom rises 3% on OpenAI custom "Jalapeño" chip reveal
Create E-mail Alert Related Categories
Insiders' Blog, Trader TalkRelated Entities
Jim Cramer, Dividend, Stock BuybackSign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!
