DGI For The DIY

[ken-do-nim]

(03-29-2023, 08:57 PM)EricL Wrote: I do like LOW over HD today.

Over the last decade:

LOW has produced 19.12% annualized total returns vs. 17.87% for HD.

LOW has grown EPS by 18.99% vs. 14.39% for HD.

LOW currently trades at a 13.9 PE vs. 17.9 for HD and has a payout ratio of 30.4% vs. 52.9%.

Its lower valuation and lower payout ratio also allow it to have a more effective share buyback program.

LOW has reduced its share count by 40.5% over the ten years compared with 28.3% for HD.

Yes, Home Depot has the better yield, but unless you are needing that income to live on, Lowe's wins on most other metrics.

Thanks that's really helpful.  The whole article you wrote was really helpful too; didn't mean to come across otherwise.