Lowe's Companies Inc (LOW)vsModine Manufacturing Company (MOD)
LOW
Lowe's Companies Inc
$209.07
+0.86%
CONSUMER CYCLICAL · Cap: $117.30B
MOD
Modine Manufacturing Company
$129.76
-6.51%
CONSUMER CYCLICAL · Cap: $7.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 2582% more annual revenue ($90.43B vs $3.37B). LOW leads profitability with a 7.3% profit margin vs 4.3%. MOD appears more attractively valued with a PEG of 0.50. MOD earns a higher WallStSmart Score of 60/100 (C).
LOW
Hold50
out of 100
Grade: D+
MOD
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.4%
Fair Value
$144.78
Current Price
$209.07
$64.29 premium
Intrinsic value data unavailable for MOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.1B in free cash flow
Growing faster than its price suggests
Revenue surging 28.0% year-over-year
Earnings expanding 44.2% YoY
Areas to Watch
0.0% earnings growth
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
7.3% margin — thin
4.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : MOD
The strongest argument for MOD centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 28.0% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bear Case : LOW
The primary concerns for LOW are EPS Growth, Altman Z-Score, Return on Equity.
Bear Case : MOD
The primary concerns for MOD are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 51.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
LOW profiles as a value stock while MOD is a growth play — different risk/reward profiles.
MOD carries more volatility with a beta of 1.71 — expect wider price swings.
MOD is growing revenue faster at 28.0% — sustainability is the question.
LOW generates stronger free cash flow (3.1B), providing more financial flexibility.
Bottom Line
MOD scores higher overall (60/100 vs 50/100) and 28.0% revenue growth. 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.
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.
Visit Website →Modine Manufacturing Company
CONSUMER CYCLICAL · AUTO PARTS · USA
Modine Manufacturing Company provides heat transfer systems and heat transfer components designed for use in on-highway and off-highway original equipment manufacturer (OEM) vehicular applications. The company is headquartered in Racine, Wisconsin.
Compare with Other HOME IMPROVEMENT RETAIL Stocks
Want to dig deeper into these stocks?