Lowe's Companies Inc (LOW)vsOn Holding Ltd (ONON)
LOW
Lowe's Companies Inc
$196.82
+0.12%
CONSUMER CYCLICAL · Cap: $110.43B
ONON
On Holding Ltd
$27.41
+2.09%
CONSUMER CYCLICAL · Cap: $9.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 2708% more annual revenue ($90.43B vs $3.22B). ONON leads profitability with a 12.3% profit margin vs 7.3%. ONON appears more attractively valued with a PEG of 0.45. ONON earns a higher WallStSmart Score of 70/100 (B).
LOW
Hold50
out of 100
Grade: D+
ONON
Strong Buy70
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
Margin of Safety
+9.8%
Fair Value
$50.24
Current Price
$27.41
$22.83 discount
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
Growing faster than its price suggests
Earnings expanding 81.1% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
7.3% margin — thin
No major concerns identified
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 : ONON
The strongest argument for ONON centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 13.5% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : LOW
The primary concerns for LOW are EPS Growth, Altman Z-Score, Return on Equity.
Bear Case : ONON
No major red flags identified for ONON, but monitor valuation.
Key Dynamics to Monitor
ONON carries more volatility with a beta of 2.08 — expect wider price swings.
ONON is growing revenue faster at 13.5% — sustainability is the question.
LOW generates stronger free cash flow (3.1B), providing more financial flexibility.
Monitor HOME IMPROVEMENT RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONON scores higher overall (70/100 vs 50/100) and 13.5% 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 →On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
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