Lowe's Companies Inc (LOW)vsWestern Digital Corporation (WDC)
LOW
Lowe's Companies Inc
$210.74
+2.27%
CONSUMER CYCLICAL · Cap: $123.46B
WDC
Western Digital Corporation
$575.50
+4.79%
TECHNOLOGY · Cap: $225.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 651% more annual revenue ($88.43B vs $11.78B). WDC leads profitability with a 55.3% profit margin vs 7.5%. WDC appears more attractively valued with a PEG of 0.58. WDC earns a higher WallStSmart Score of 80/100 (A-).
LOW
Hold50
out of 100
Grade: D+
WDC
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.0%
Fair Value
$139.97
Current Price
$210.74
$70.77 premium
Intrinsic value data unavailable for WDC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Large-cap with strong market position
Generating 2.8B in free cash flow
Mega-cap, among the largest globally
Every $100 of equity generates 67 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 37.0%
Revenue surging 45.5% year-over-year
Earnings expanding 482.9% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
7.5% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 27.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap, Free Cash Flow. Revenue growth of 10.3% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : WDC
The strongest argument for WDC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.3% and operating margin at 37.0%. Revenue growth of 45.5% demonstrates continued momentum.
Bear Case : LOW
The primary concerns for LOW are Altman Z-Score, Return on Equity, Profit Margin.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Altman Z-Score, Price/Book.
Key Dynamics to Monitor
LOW profiles as a value stock while WDC is a growth play — different risk/reward profiles.
WDC carries more volatility with a beta of 2.20 — expect wider price swings.
WDC is growing revenue faster at 45.5% — sustainability is the question.
LOW generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
WDC scores higher overall (80/100 vs 50/100), backed by strong 55.3% margins and 45.5% revenue growth. Both earn "Exceptional 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
Compare with Other HOME IMPROVEMENT RETAIL Stocks
Want to dig deeper into these stocks?