Lowe's Companies Inc (LOW)vsMurphy USA Inc (MUSA)
LOW
Lowe's Companies Inc
$196.82
+0.12%
CONSUMER CYCLICAL · Cap: $110.43B
MUSA
Murphy USA Inc
$523.58
-0.42%
CONSUMER CYCLICAL · Cap: $9.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 374% more annual revenue ($90.43B vs $19.09B). LOW leads profitability with a 7.3% profit margin vs 3.2%. LOW appears more attractively valued with a PEG of 1.33. MUSA earns a higher WallStSmart Score of 67/100 (B-).
LOW
Hold50
out of 100
Grade: D+
MUSA
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.2%
Fair Value
$144.51
Current Price
$196.82
$52.31 premium
Intrinsic value data unavailable for MUSA.
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 3.1B in free cash flow
Every $100 of equity generates 89 in profit
Revenue surging 40.8% year-over-year
Earnings expanding 53.1% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
0.0% earnings growth
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
7.3% margin — thin
Expensive relative to growth rate
Trading at 12.3x book value
3.2% margin — thin
Operating margin of 4.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap, P/E Ratio. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bull Case : MUSA
The strongest argument for MUSA centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 40.8% demonstrates continued momentum.
Bear Case : LOW
The primary concerns for LOW are EPS Growth, Altman Z-Score, Return on Equity.
Bear Case : MUSA
The primary concerns for MUSA are PEG Ratio, Price/Book, Profit Margin. Debt-to-equity of 3.49 is elevated, increasing financial risk. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
LOW profiles as a value stock while MUSA is a hypergrowth play — different risk/reward profiles.
LOW carries more volatility with a beta of 0.85 — expect wider price swings.
MUSA is growing revenue faster at 40.8% — sustainability is the question.
LOW generates stronger free cash flow (3.1B), providing more financial flexibility.
Bottom Line
MUSA scores higher overall (67/100 vs 50/100) and 40.8% 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 →Murphy USA Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Murphy USA Inc. is engaged in the marketing of retail motor fuel products and convenience merchandise. The company is headquartered in El Dorado, Arkansas.
Visit Website →Compare with Other HOME IMPROVEMENT RETAIL Stocks
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