Lowe's Companies Inc (LOW)vsPrologis Inc (PLD)
LOW
Lowe's Companies Inc
$229.20
-0.73%
CONSUMER CYCLICAL · Cap: $129.31B
PLD
Prologis Inc
$144.09
+1.26%
REAL ESTATE · Cap: $132.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 820% more annual revenue ($86.29B vs $9.38B). PLD leads profitability with a 39.7% profit margin vs 7.7%. LOW appears more attractively valued with a PEG of 2.40. PLD earns a higher WallStSmart Score of 63/100 (C+).
LOW
Hold44
out of 100
Grade: D
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.5%
Fair Value
$167.88
Current Price
$229.20
$61.32 premium
Margin of Safety
+46.8%
Fair Value
$267.33
Current Price
$144.09
$123.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Large-cap with strong market position
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
7.7% margin — thin
Earnings declined 11.0%
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap. Revenue growth of 10.9% demonstrates continued momentum.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.
Bear Case : LOW
The primary concerns for LOW are PEG Ratio, Return on Equity, Profit Margin.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
LOW profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
LOW is growing revenue faster at 10.9% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 44/100), backed by strong 39.7% margins. 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 →Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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