TJX vs Lowe's

This page compares TJX and Lowe's, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, manages operations, and faces competitive environments without favour or bias. Educational content, not financial advice.

This page compares TJX and Lowe's, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, manages operatio...

Comparison Snapshot

Key Financial Metrics

TJX

Metric

LOW

$166.66B

Market Cap

$155.89B

12.45%

Potential Profit

-0.10%

Strong Buy

Analyst Rating

Buy

Why It's Moving

TJX Crushes Q3 Expectations with 7% Sales Surge and Raised Full-Year Outlook, Eyeing 7,000 Global Stores.

Q3 net sales hit $15.1B, up 7% YoY with 5% comp sales growth, exceeding expectations and signaling robust shopper demand for value deals.
Diluted EPS rose 12% to $1.28; company returned $1.1B to shareholders in Q3 and $3.1B over nine months via buybacks and dividends.
Upped FY26 guidance and ambitious 7,000-store expansion plan underscore confidence in capturing more market share amid strong merchandise availability.

Sentiment:

🐃Bullish

Lowe's Stock Edges Higher Amid Fresh Analyst Upgrades Signaling Sector Optimism.

Gordon Haskett upgraded LOW from Hold to Buy on January 13, citing improved growth prospects in a recovering housing market.
Barclays lifted its rating to Overweight on January 7, pointing to Lowe's competitive edge over peers in cost management.
Stock opened at $278.43 on January 26, up from recent closes around $276-277, buoyed by bullish analyst consensus.

Sentiment:

🐃Bullish

TJX Crushes Q3 Expectations with 7% Sales Surge and Raised Full-Year Outlook, Eyeing 7,000 Global Stores.

Q3 net sales hit $15.1B, up 7% YoY with 5% comp sales growth, exceeding expectations and signaling robust shopper demand for value deals.
Diluted EPS rose 12% to $1.28; company returned $1.1B to shareholders in Q3 and $3.1B over nine months via buybacks and dividends.
Upped FY26 guidance and ambitious 7,000-store expansion plan underscore confidence in capturing more market share amid strong merchandise availability.

Sentiment:

🐃Bullish

Lowe's Stock Edges Higher Amid Fresh Analyst Upgrades Signaling Sector Optimism.

Gordon Haskett upgraded LOW from Hold to Buy on January 13, citing improved growth prospects in a recovering housing market.
Barclays lifted its rating to Overweight on January 7, pointing to Lowe's competitive edge over peers in cost management.
Stock opened at $278.43 on January 26, up from recent closes around $276-277, buoyed by bullish analyst consensus.

Sentiment:

🐃Bullish

Investment Analysis

TJX

Pros

TJX has a strong market position as a leading off-price apparel and home fashions retailer with diverse product segments globally.
The company demonstrates high profitability with a normalized return on equity exceeding 60%, indicating efficient capital use.
Analysts overwhelmingly rate TJX as a 'Strong Buy', expecting modest stock price growth supported by robust sales projections.

Considerations

TJX's price-to-earnings ratio near 33 suggests potential overvaluation compared to earnings, which may concern value investors.
The company’s quick ratio below 0.6 indicates limited short-term liquidity, posing some risk in meeting obligations without inventory sales.
Competitive pressures and changing consumer preferences in retail could disrupt TJX’s growth and profitability momentum.

Lowe's

LOW

Pros

Lowe’s benefits from its position as a major home improvement retailer with steady revenue generation in a relatively stable sector.
The company maintains a reasonable valuation with a price-to-earnings ratio around 19, which is lower than TJX’s, attracting value investors.
It has a large market capitalization and sufficient scale to capitalize on housing market trends and remodeling cycles.

Considerations

Lowe’s is subject to cyclical risks tied to the housing market and economic conditions that can impact consumer spending on home improvement.
The company faces aggressive competition from other large retailers and online platforms, pressuring margins and market share.
Recent stock price volatility and a decline in share price alongside sector-wide headwinds may signal execution or growth challenges.

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