Lowe's Companies Inc (LOW)vsOn Holding Ltd (ONON)
LOW
Lowe's Companies Inc
$210.74
-0.23%
CONSUMER CYCLICAL · Cap: $115.86B
ONON
On Holding Ltd
$37.08
-1.04%
CONSUMER CYCLICAL · Cap: $12.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 2735% more annual revenue ($88.43B vs $3.12B). ONON leads profitability with a 8.0% profit margin vs 7.5%. ONON appears more attractively valued with a PEG of 0.72. ONON earns a higher WallStSmart Score of 65/100 (B-).
LOW
Hold50
out of 100
Grade: D+
ONON
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.6%
Fair Value
$139.97
Current Price
$210.74
$70.77 premium
Margin of Safety
-25.6%
Fair Value
$36.05
Current Price
$37.08
$1.03 premium
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 2.8B in free cash flow
Earnings expanding 81.1% YoY
Growing faster than its price suggests
Areas to Watch
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
7.5% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap, P/E Ratio. Revenue growth of 10.3% demonstrates continued momentum. PEG of 1.36 suggests the stock is reasonably priced for its growth.
Bull Case : ONON
The strongest argument for ONON centers on EPS Growth, PEG Ratio. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : LOW
The primary concerns for LOW are Altman Z-Score, Return on Equity, Profit Margin.
Bear Case : ONON
The primary concerns for ONON are P/E Ratio. A P/E of 40.6x leaves little room for execution misses.
Key Dynamics to Monitor
ONON carries more volatility with a beta of 2.10 — expect wider price swings.
ONON is growing revenue faster at 14.5% — sustainability is the question.
LOW generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor HOME IMPROVEMENT RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONON scores higher overall (65/100 vs 50/100) and 14.5% revenue growth. Both earn "Strong 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 →On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
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