LCI Industries (LCII)vsLowe's Companies Inc (LOW)
LCII
LCI Industries
$91.02
-2.55%
CONSUMER CYCLICAL · Cap: $2.41B
LOW
Lowe's Companies Inc
$198.18
+0.69%
CONSUMER CYCLICAL · Cap: $110.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 2145% more annual revenue ($90.43B vs $4.03B). LOW leads profitability with a 7.3% profit margin vs 5.2%. LCII appears more attractively valued with a PEG of 1.04. LCII earns a higher WallStSmart Score of 63/100 (C+).
LCII
Buy63
out of 100
Grade: C+
LOW
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LCII.
Margin of Safety
-36.2%
Fair Value
$144.51
Current Price
$198.18
$53.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 20.1% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.1B in free cash flow
Areas to Watch
5.2% margin — thin
Operating margin of 0.5%
Revenue declined 12.5%
0.0% earnings growth
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
7.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : LCII
The strongest argument for LCII centers on P/E Ratio, Price/Book, EPS Growth. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap, P/E Ratio. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bear Case : LCII
The primary concerns for LCII are Profit Margin, Operating Margin, Revenue Growth.
Bear Case : LOW
The primary concerns for LOW are EPS Growth, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
LCII carries more volatility with a beta of 1.18 — expect wider price swings.
LOW is growing revenue faster at 8.3% — sustainability is the question.
LOW generates stronger free cash flow (3.1B), providing more financial flexibility.
Monitor RECREATIONAL VEHICLES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LCII scores higher overall (63/100 vs 50/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
LCI Industries
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
LCI Industries manufactures and supplies components to recreational vehicle (RV) manufacturers and adjacent industries in the United States and internationally. The company is headquartered in Elkhart, Indiana.
Lowe's Companies Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Lowe's Companies, Inc. is an American retail company specializing in home improvement. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States and Canada.
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