Canadian Natural Resources Ltd (CNQ)vsLowe's Companies Inc (LOW)
CNQ
Canadian Natural Resources Ltd
$44.53
-0.47%
ENERGY · Cap: $92.88B
LOW
Lowe's Companies Inc
$229.20
-0.73%
CONSUMER CYCLICAL · Cap: $129.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 123% more annual revenue ($86.29B vs $38.76B). CNQ leads profitability with a 27.9% profit margin vs 7.7%. LOW appears more attractively valued with a PEG of 2.40. CNQ earns a higher WallStSmart Score of 67/100 (B-).
CNQ
Strong Buy67
out of 100
Grade: B-
LOW
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.1%
Fair Value
$90.53
Current Price
$44.53
$46.00 discount
Margin of Safety
-37.5%
Fair Value
$167.88
Current Price
$229.20
$61.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 371.8% YoY
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
1.5% revenue growth
Expensive relative to growth rate
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
7.7% margin — thin
Earnings declined 11.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNQ
The strongest argument for CNQ centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 27.9% and operating margin at 19.6%.
Bull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap. Revenue growth of 10.9% demonstrates continued momentum.
Bear Case : CNQ
The primary concerns for CNQ are Revenue Growth, PEG Ratio.
Bear Case : LOW
The primary concerns for LOW are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
CNQ carries more volatility with a beta of 0.91 — expect wider price swings.
LOW is growing revenue faster at 10.9% — sustainability is the question.
Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CNQ scores higher overall (67/100 vs 44/100), backed by strong 27.9% margins. 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.
Canadian Natural Resources Ltd
ENERGY · OIL & GAS E&P · USA
Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.
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.
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