HD and LOW intensify their battle for dominance as Pro expansion, digital growth and efficiency shape the home improvement race.
HD is redefining fulfillment with AI-driven logistics, Pro-focused tools and acquisitions that link stores, digital platforms and job sites.
In the most recent trading session, Home Depot (HD) closed at $377.69, indicating a -1.59% shift from the previous trading day.
HD's sales rise 4.9% y/y in Q2 as it revives DIY demand and accelerates Pro growth through strategic acquisitions and innovation.
The Home Depot has launched a digital platform that helps professional renovators, remodelers and specialty tradespeople plan, manage and execute complex projects.
Home Depot's 10% stock climb, strong Pro demand, and digital gains face margin pressure and cautious big-ticket spending.
The Home Depot, Inc. (NYSE:HD ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 3, 2025 10:20 AM EDT Company Participants Edward Decker - Chairman, President & CEO William Bastek - Executive Vice President of Merchandising Conference Call Participants Katharine McShane - Goldman Sachs Group, Inc., Research Division Presentation Katharine McShane MD & Retail Analyst Good morning everybody. Thanks for joining us for our fireside chat with Home Depot.
HD juggles capex, dividends and debt reduction while pausing buybacks amid the integration of SRS and the pending GMS deal.
Lowe's (LOW) is more earnings-efficient than Home Depot (HD), with improving margins and strong free cash flow conversion despite revenue growth declines. LOW's strategic acquisitions targeting the high-margin Pro segment position it for revenue recovery and future growth, making it more attractive than HD currently. HD maintains stronger top-line growth and a higher dividend yield, but faces margin compression and declining capital efficiency, limiting its upside potential.
HD posts steady EPS in Q2 but faces operating margin pressure as costs rise faster than sales.
Recently, Zacks.com users have been paying close attention to Home Depot (HD). This makes it worthwhile to examine what the stock has in store.
Question: Why put your money into Home Depot stock (NYSE: HD) at a price-to-earnings ratio of 28, when Lowe's stock (NYSE: LOW) is offered at a lower ratio of 22? In fact, you might, particularly when you take into account these straightforward facts: