HOME DEPOT
LOWE'STwo home improvement giants, one market. Revenue, margins, market share, and stock performance — every metric that matters for FY2024.
FY2021 was the COVID boom peak. HD has recovered to new highs ($159.5B); LOW is still below its FY2022 peak as housing market cools.
- Home Depot
- Lowe's
Outer ring = company share. Inner ring = Pro vs DIY customer split. Tap any segment to see the exact share. HD's 52.4% is nearly double Lowe's 26.6%.
Every major scale metric in one view — revenue, store count, revenue per store, and market share. The center badge shows the winner.
Gross margins are nearly identical (33.4% vs 33.3%). The gap opens at operating and net margin, where HD's scale advantage compounds.
Toggle between HD and LOW to see how each dollar of revenue flows through the P&L. Each bar width represents % of total revenue.
Pro customers (contractors, builders, tradespeople) spend 3–5× more per trip than DIY customers and have higher loyalty.
Each square = one US state. Color intensity = store count. States sorted by total stores (highest first). Tap any square to see exact counts.
Circle size = store count in that state. Tap any circle to see exact counts. HD leads in every major state.
Tap any circle to see exact store counts · Circle size = store count
Click any category to see revenue share, key brands, and exclusive partnerships for each company.
HD has exclusive Ridgid & Milwaukee deals. LOW owns Kobalt house brand.
Each rectangle = one product category. Area = % of revenue. Toggle between HD and LOW to see how their category emphasis differs.
Six dimensions normalized to 100. HD dominates 5 of 6 axes; LOW wins only on 5-year stock return.
- Home Depot
- Lowe's
Both stocks underperformed the S&P 500 over 5 years, but LOW outperformed HD by ~20 percentage points.
- HD
- LOW
- S&P 500
Each ring = one efficiency metric. Arc length = performance relative to max. Outer ring = revenue per store, middle = gross margin, inner = net margin.
Key metrics that drive institutional investor decisions: dividend yield, P/E ratio, and 5-year total return.
The remaining 21% of the home improvement market is split among several challengers. Amazon is the fastest-growing threat, targeting HD and LOW's highest-margin categories.
From competing hardware stores to a $300B duopoly — the key moments that shaped both companies, aligned chronologically.
HD and LOW dominate North America but have virtually no presence elsewhere. The global home improvement market is $778B — HD+LOW capture only 31% of it.
HD and LOW are the two largest home improvement retailers in the world by a wide margin. The next largest (Leroy Merlin) is 4.5× smaller than LOW.
Every major metric, one winner per row. Tap KEY TAKEAWAY for the full verdict.
Home Depot is the undisputed market leader — 1.9× larger by revenue, 52% market share, and a Pro-first strategy that has compounded for a decade. The SRS Distribution acquisition ($18.25B) cements its dominance in the professional contractor market.
Lowe's counters with a stronger 5-year stock return (+82% vs +62%), a lower P/E multiple (20.4× vs 22.1×), and a CEO-driven transformation that is still playing out. For investors, LOW may offer more upside — but HD is the safer, larger, and more dominant business today.