Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Home Improvement Retail Stocks

Home Improvement Retail: The Home Depot, Inc. owns the largest revenue base; Haverty Furniture Companies, Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Home Improvement Retail moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 38% behind S&P 500. Earnings across its companies fell 1% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 4 weeks running.

TURNING · ahead 4wPrice down, no fundamental support3 of 4 companies ahead of S&P 500 by 5% or more over three months

RS ↑4w · 3/4 >200d (+2) · 3/4 lead (+2) · EPS 0/4↑

20030020262025202420232022 222348 TRAILING 12-MONTH EPS · 100 AT THE START0100106Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Jun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 4 reportingSep 2022 · trailing 12-month earnings per share at 103, against 100 at the start · no comparable year yet · 4 reportingDec 2022 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 4 reportingMar 2023 · trailing 12-month earnings per share at 102, against 100 at the start · up 2.8% on a year ago · 4 reportingJun 2023 · trailing 12-month earnings per share at 95, against 100 at the start · down 5.2% on a year ago · 4 reportingSep 2023 · trailing 12-month earnings per share at 91, against 100 at the start · down 10.8% on a year ago · 4 reportingDec 2023 · trailing 12-month earnings per share at 94, against 100 at the start · down 11.7% on a year ago · 4 reportingMar 2024 · trailing 12-month earnings per share at 88, against 100 at the start · down 17.0% on a year ago · 4 reportingJun 2024 · trailing 12-month earnings per share at 85, against 100 at the start · down 18.1% on a year ago · 4 reportingSep 2024 · trailing 12-month earnings per share at 82, against 100 at the start · down 18.2% on a year ago · 4 reportingDec 2024 · trailing 12-month earnings per share at 84, against 100 at the start · down 12.3% on a year ago · 4 reportingMar 2025 · trailing 12-month earnings per share at 84, against 100 at the start · down 8.4% on a year ago · 4 reportingJun 2025 · trailing 12-month earnings per share at 85, against 100 at the start · down 2.1% on a year ago · 4 reportingSep 2025 · trailing 12-month earnings per share at 86, against 100 at the start · up 0.0% on a year ago · 4 reportingDec 2025 · trailing 12-month earnings per share at 84, against 100 at the start · up 0.1% on a year ago · 4 reportingMar 2026 · trailing 12-month earnings per share at 81, against 100 at the start · down 3.8% on a year ago · 4 reportingNot reported yet — earnings trail price by a quarter or two81 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20030020262025202420232022 222348 TRAILING 12-MONTH EPS · 100 AT THE START0100106Mar 23Mar 24Mar 25Mar 26Jun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 4 reportingSep 2022 · trailing 12-month earnings per share at 103, against 100 at the start · no comparable year yet · 4 reportingDec 2022 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 4 reportingMar 2023 · trailing 12-month earnings per share at 102, against 100 at the start · up 2.8% on a year ago · 4 reportingJun 2023 · trailing 12-month earnings per share at 95, against 100 at the start · down 5.2% on a year ago · 4 reportingSep 2023 · trailing 12-month earnings per share at 91, against 100 at the start · down 10.8% on a year ago · 4 reportingDec 2023 · trailing 12-month earnings per share at 94, against 100 at the start · down 11.7% on a year ago · 4 reportingMar 2024 · trailing 12-month earnings per share at 88, against 100 at the start · down 17.0% on a year ago · 4 reportingJun 2024 · trailing 12-month earnings per share at 85, against 100 at the start · down 18.1% on a year ago · 4 reportingSep 2024 · trailing 12-month earnings per share at 82, against 100 at the start · down 18.2% on a year ago · 4 reportingDec 2024 · trailing 12-month earnings per share at 84, against 100 at the start · down 12.3% on a year ago · 4 reportingMar 2025 · trailing 12-month earnings per share at 84, against 100 at the start · down 8.4% on a year ago · 4 reportingJun 2025 · trailing 12-month earnings per share at 85, against 100 at the start · down 2.1% on a year ago · 4 reportingSep 2025 · trailing 12-month earnings per share at 86, against 100 at the start · up 0.0% on a year ago · 4 reportingDec 2025 · trailing 12-month earnings per share at 84, against 100 at the start · up 0.1% on a year ago · 4 reportingMar 2026 · trailing 12-month earnings per share at 81, against 100 at the start · down 3.8% on a year ago · 4 reportingNot reported yet — earnings trail price by a quarter or two81No earnings on file this far back — the price series reaches further than the filings do
Home Improvement Retail, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 4 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Home Improvement Retail outperforming S&P 500?

Home Improvement Retail has underperformed S&P 500 by 21% over the last 52 weeks. Over 13 weeks the gap is a lead of 6.8%. 0 of 3 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. The Home Depot, Inc. is the strongest against the sector itself at -5.2%.

+6.8%Sector vs S&P 500 · 13 weeks
-21.0%Sector vs S&P 500 · 52 weeks
0/3Stocks leading S&P 500
0/3Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Home Improvement Retail has underperformed S&P 500 by 21% over 52 weeks and 6.8% over 13 weeks. 0 of 3 covered companies beat the S&P 500 on Mansfield relative strength, while 0 of 3 beat the sector itself. The Home Depot, Inc. leads with revenue of $166,592 million, based on 3 of 4 comparable companies through Jun 2026.

Companies
4
complete canonical membership
Combined market value
$476.4B
The Home Depot, Inc.
Revenue growing
3/3
positive TTM year-on-year growth
Beating S&P 500
0/3
positive Mansfield relative strength
Comparing 3 of 4
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Floor & Decor Holdings, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 54.8% evidence confidence.
Lowe's Companies, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Floor & Decor Holdings, Inc.FND 40.1/100Thin evidence · provisional55% evidence TURNING 17.3/35 Revenue — · PAT — · OPM change -1 pp 45% evidence 6.8/25 ROCE 2.9% · OPM 4.5% 76% evidence 10.0/20 P/E 27.1× · PEG — 0% evidence 6.0/20 RS sector -5.3% · RS bench -14.3% · 1Y -23.7%3 of 12 weeks ahead 100% evidence
Exact sum: 17.3 + 6.8 + 10 + 6 = 40.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2Lowe's Companies, Inc.LOW 31.8/100Adverse evidence82% evidence BASING 9.5/35 Revenue 6.2% · PAT -2.9% · OPM change -0.8 pp 95% evidence 9.1/25 ROCE 8.9% · OPM 11.1% 76% evidence 13.2/20 P/E 19.7× · PEG 1.07 50% evidence 0.0/20 RS sector -12% · RS bench -19.4% · 1Y -9.6%0 of 12 weeks ahead 100% evidence
Exact sum: 9.5 + 9.1 + 13.2 + 0 = 31.8 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
3The Home Depot, Inc.HD 28.8/100Adverse evidence72% evidence TURNING 7.9/35 Revenue 2.2% · PAT -4.3% · OPM change -1 pp 95% evidence 8.6/25 ROCE 7.1% · OPM 11.9% 76% evidence 10.0/20 P/E 23× · PEG — 0% evidence 2.3/20 RS sector -5.2% · RS bench -13.3% · 1Y -10.2%1 of 12 weeks ahead 100% evidence
Exact sum: 7.9 + 8.6 + 10 + 2.3 = 28.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Haverty Furniture Companies, Inc.HVT-A 40.3/100Thin evidence · provisional48% evidence 13.5/35 Revenue 6.2% · PAT 0% · OPM change 0.4 pp 83% evidence 6.8/25 ROCE 1% · OPM 2.6% 76% evidence 10.0/20 P/E 19.8× · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y 37.8%4 of 6 weeks ahead 0% evidence
Exact sum: 13.5 + 6.8 + 10 + 10 = 40.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
04 · what price has already done

Market action

Haverty Furniture Companies, Inc. has the strongest one-year price move in Home Improvement Retail at +37.8%. The Home Depot, Inc. leads on Mansfield relative strength against the S&P 500 at -13.3%. 0 of 3 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

The Home Depot, Inc. has the highest Revenue among the 4 Home Improvement Retail companies compared here, at $166,592 million. Lowe's Companies, Inc. is next at $88,435 million. Haverty Furniture Companies, Inc. has the highest Revenue growth at 6.2%, so level and change sit with different companies. 3 of 4 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: The Home Depot, Inc. is the scale leader at $166,592 million, 88.4% ahead of Lowe's Companies, Inc.. Haverty Furniture Companies, Inc.'s growth is 6.2% from a $766 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderThe Home Depot, Inc. · $166,592 million
Gap88.4% versus #2 · Lowe's Companies, Inc.
Persistence7/8 recent comparable periods
Coverage3/4 companies · 78 observations

Investor read: The Home Depot, Inc. is the scale benchmark; Haverty Furniture Companies, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: The Home Depot, Inc.'s growth falls below Haverty Furniture Companies, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenue growthfastest growers
Revenue · company comparison
3/4 level · 3/4 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
The Home Depot, Inc. HD$41.8B4.8%Jun 2026
Lowe's Companies, Inc. LOW$23.1B10%Jun 2026
Floor & Decor Holdings, Inc. FND$1.2B-0.8%Jun 2026
Haverty Furniture Companies, Inc. HVT-A$189M3.9%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Floor & Decor Holdings, Inc. · FND

$860M
$914M
$1.0B
$1.1B
$1.1B
$1.0B
$1.1B
$1.1B
$1.1B
$1.0B
$1.1B
$1.1B
$1.1B
$1.1B
$1.2B
$1.2B
$1.2B
$1.1B
$1.2B

Haverty Furniture Companies, Inc. · HVT-A

$260M
$266M
$239M
$253M
$274M
$281M
$225M
$206M
$220M
$211M
$184M
$179M
$176M
$184M
$182M
$181M
$194M
$202M
$189M

Lowe's Companies, Inc. · LOW

$27.6B
$22.9B
$21.3B
$23.7B
$27.5B
$23.5B
$22.4B
$22.3B
$25.0B
$20.5B
$18.6B
$21.4B
$23.6B
$20.2B
$18.6B
$20.9B
$24.0B
$20.8B
$20.6B
$23.1B

The Home Depot, Inc. · HD

$41.1B
$36.8B
$35.7B
$38.9B
$43.8B
$38.9B
$35.8B
$37.3B
$42.9B
$37.7B
$34.8B
$36.4B
$43.2B
$40.2B
$39.7B
$39.9B
$45.3B
$41.4B
$38.2B
$41.8B

Revenue growth · reported quarter history

Floor & Decor Holdings, Inc. · FND

28%
15%
9.0%
4.2%
0.9%
0.0%
-2.2%
-0.3%
0.9%
5.6%
5.8%
7.2%
5.6%
2.1%
-0.8%

Haverty Furniture Companies, Inc. · HVT-A

1.2%
5.4%
5.6%
-5.9%
-19%
-20%
-25%
-18%
-13%
-20%
-13%
-1.1%
1.1%
10%
9.8%
3.9%

Lowe's Companies, Inc. · LOW

-0.3%
2.5%
5.2%
-5.6%
-9.2%
-13%
-17%
-4.4%
-5.5%
-1.5%
-0.3%
-2.0%
1.6%
3.2%
11%
10%

The Home Depot, Inc. · HD

6.5%
5.6%
0.3%
-4.2%
-2.0%
-3.0%
-2.9%
-2.3%
0.6%
6.7%
14%
9.4%
4.9%
2.8%
-3.8%
4.8%
06 · compare level, then change

Operating Economics & Margin Trend

The Home Depot, Inc. has the highest OPM among the 4 Home Improvement Retail companies compared here, at 11.9%. Lowe's Companies, Inc. is next at 11.1%. Haverty Furniture Companies, Inc. has the highest Margin change at +0.4 percentage points, so level and change sit with different companies. 4 of 4 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: The Home Depot, Inc. leads opm at 11.9%; Haverty Furniture Companies, Inc. leads margin change at +0.4 percentage points.

LeaderThe Home Depot, Inc. · 11.9%
Gap7.2% versus #2 · Lowe's Companies, Inc.
Persistence0/8 recent comparable periods
Coverage4/4 companies · 78 observations

Investor read: The Home Depot, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Operating margin · company comparison
4/4 level · 4/4 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
The Home Depot, Inc. HD12%−1.0 ppJun 2026
Lowe's Companies, Inc. LOW11%−0.8 ppJun 2026
Floor & Decor Holdings, Inc. FND4.5%−1.0 ppJun 2026
Haverty Furniture Companies, Inc. HVT-A2.6%+0.4 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Floor & Decor Holdings, Inc. · FND

12%
6.7%
9.1%
9.8%
9.3%
9.0%
8.5%
8.4%
7.7%
4.4%
5.4%
6.3%
5.9%
5.3%
5.5%
6.7%
6.1%
4.6%
4.5%

Haverty Furniture Companies, Inc. · HVT-A

12%
12%
11%
11%
12%
11%
6.4%
7.2%
9.6%
7.9%
0.9%
2.8%
3.0%
4.4%
2.2%
1.6%
2.7%
4.7%
2.6%

Lowe's Companies, Inc. · LOW

15%
12%
8.7%
14%
15%
3.9%
7.6%
15%
16%
13%
9.1%
12%
15%
13%
9.9%
12%
15%
12%
8.3%
11%

The Home Depot, Inc. · HD

16%
16%
14%
15%
17%
16%
13%
15%
15%
14%
12%
14%
15%
14%
11%
13%
15%
13%
10%
12%

Margin change · reported quarter history

Floor & Decor Holdings, Inc. · FND

−2.2 pp
+2.3 pp
−0.6 pp
−1.4 pp
−1.6 pp
−4.6 pp
−3.1 pp
−2.1 pp
−1.8 pp
+0.9 pp
+0.1 pp
+0.4 pp
+0.2 pp
−0.7 pp
−1.0 pp

Haverty Furniture Companies, Inc. · HVT-A

−0.3 pp
−0.5 pp
−0.7 pp
−4.3 pp
−4.1 pp
−2.1 pp
−3.4 pp
−5.5 pp
−4.4 pp
−6.6 pp
−3.5 pp
+1.3 pp
−1.2 pp
−0.3 pp
+0.3 pp
+0.4 pp

Lowe's Companies, Inc. · LOW

+0.1 pp
−8.3 pp
−1.1 pp
+0.7 pp
+0.2 pp
+9.3 pp
+1.5 pp
−2.3 pp
−1.0 pp
−0.6 pp
+0.8 pp
−0.5 pp
−0.1 pp
−0.7 pp
−1.6 pp
−0.8 pp

The Home Depot, Inc. · HD

+0.4 pp
+0.1 pp
−0.2 pp
−0.3 pp
−1.1 pp
−1.5 pp
−1.4 pp
−1.0 pp
−0.3 pp
−0.8 pp
−0.6 pp
−1.0 pp
−0.6 pp
−0.6 pp
−1.2 pp
−1.0 pp
07 · compare level, then change

Profit Scale & Acceleration

The Home Depot, Inc. has the highest Net profit among the 4 Home Improvement Retail companies compared here, at $14,012 million. Lowe's Companies, Inc. is next at $6,642 million. Haverty Furniture Companies, Inc. has the highest Profit growth at 0%, so level and change sit with different companies. Its Net profit series carries 20 reported observations across the 20-quarter window.

What the numbers say: The Home Depot, Inc. leads with $14,012 million of TTM profit, 111% above Lowe's Companies, Inc.. Haverty Furniture Companies, Inc. shows 0% growth from a $21 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderThe Home Depot, Inc. · $14,012 million
Gap111% versus #2 · Lowe's Companies, Inc.
Persistence1/8 recent comparable periods
Coverage3/4 companies · 78 observations

Investor read: The Home Depot, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Profit growthfastest growers
Net profit · company comparison
3/4 level · 3/4 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
The Home Depot, Inc. HD$3.3B-4.2%Jun 2026
Lowe's Companies, Inc. LOW$1.6B-0.8%Jun 2026
Floor & Decor Holdings, Inc. FND$40M-18%Jun 2026
Haverty Furniture Companies, Inc. HVT-A$4M0.0%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Floor & Decor Holdings, Inc. · FND

$83M
$60M
$71M
$82M
$76M
$69M
$72M
$71M
$66M
$37M
$50M
$57M
$52M
$47M
$49M
$63M
$57M
$39M
$40M

Haverty Furniture Companies, Inc. · HVT-A

$24M
$24M
$19M
$22M
$25M
$24M
$12M
$12M
$17M
$15M
$2M
$4M
$5M
$8M
$4M
$3M
$5M
$9M
$4M

Lowe's Companies, Inc. · LOW

$3.0B
$1.9B
$1.2B
$2.3B
$3.0B
$154M
$958M
$2.3B
$2.7B
$1.8B
$1.0B
$1.8B
$2.4B
$1.7B
$1.1B
$1.6B
$2.4B
$1.6B
$1.0B
$1.6B

The Home Depot, Inc. · HD

$4.8B
$4.1B
$3.4B
$4.2B
$5.2B
$4.3B
$3.4B
$3.9B
$4.7B
$3.8B
$2.8B
$3.6B
$4.6B
$3.6B
$3.0B
$3.4B
$4.6B
$3.6B
$2.6B
$3.3B

Profit growth · reported quarter history

Floor & Decor Holdings, Inc. · FND

-8.4%
15%
1.4%
-13%
-13%
-46%
-31%
-20%
-21%
27%
-2.0%
11%
9.6%
-17%
-18%

Haverty Furniture Companies, Inc. · HVT-A

-4.4%
4.2%
0.0%
-37%
-45%
-32%
-38%
-83%
-67%
-71%
-47%
100%
-25%
0.0%
13%
0.0%

Lowe's Companies, Inc. · LOW

-0.9%
-92%
-21%
-3.1%
-11%
1,051%
6.5%
-22%
-11%
-4.4%
10%
-6.5%
0.6%
-4.7%
-11%
-0.8%

The Home Depot, Inc. · HD

7.6%
5.1%
0.3%
-8.5%
-9.9%
-12%
-17%
-7.1%
-2.1%
-4.3%
7.0%
-4.6%
-0.2%
-1.3%
-14%
-4.2%
08 · compare level, then change

Return On Capital Employed

Lowe's Companies, Inc. has the highest ROCE among the 4 Home Improvement Retail companies compared here, at 8.9%. The Home Depot, Inc. is next at 7.1%. Floor & Decor Holdings, Inc. has the highest ROCE change at +0.8 percentage points, so level and change sit with different companies. Its ROCE series carries 19 reported observations across the 20-quarter window.

What the numbers say: Lowe's Companies, Inc. leads ROCE at 8.9%, 1.8 percentage points above The Home Depot, Inc.. Floor & Decor Holdings, Inc. has the strongest latest improvement at +0.8 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderLowe's Companies, Inc. · 8.9%
Gap25.4% versus #2 · The Home Depot, Inc.
Persistence3/8 recent comparable periods
Coverage4/4 companies · 77 observations

Investor read: Lowe's Companies, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
Return on capital · company comparison
4/4 level · 4/4 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Lowe's Companies, Inc. LOW8.9%−1.3 ppJun 2026
The Home Depot, Inc. HD7.1%−1.3 ppJun 2026
Floor & Decor Holdings, Inc. FND2.9%+0.8 ppJun 2026
Haverty Furniture Companies, Inc. HVT-A1.0%+0.2 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Floor & Decor Holdings, Inc. · FND

3.5%
2.5%
3.7%
3.9%
3.5%
3.1%
3.1%
3.0%
2.6%
1.3%
1.7%
2.0%
1.8%
1.6%
1.7%
2.1%
1.8%
1.3%
1.3%
2.9%

Haverty Furniture Companies, Inc. · HVT-A

6.3%
6.7%
5.3%
5.6%
6.3%
6.5%
2.9%
3.0%
4.1%
3.3%
0.3%
1.0%
1.0%
1.6%
0.8%
0.6%
1.0%
1.9%
1.0%

Lowe's Companies, Inc. · LOW

9.3%
7.0%
12%
16%
3.4%
6.9%
12%
15%
10%
6.7%
10%
13%
9.9%
7.2%
10%
13%
8.4%
5.8%
8.9%

The Home Depot, Inc. · HD

13%
11%
13%
16%
13%
9.8%
11%
13%
10%
7.7%
9.6%
11%
9.0%
7.4%
8.4%
9.5%
7.6%
5.5%
7.1%

ROCE change · reported quarter history

Floor & Decor Holdings, Inc. · FND

0.0 pp
+0.6 pp
−0.6 pp
−0.9 pp
−0.9 pp
−1.8 pp
−1.4 pp
−1.0 pp
−0.8 pp
+0.3 pp
0.0 pp
+0.1 pp
0.0 pp
−0.3 pp
−0.4 pp
+0.8 pp

Haverty Furniture Companies, Inc. · HVT-A

0.0 pp
−0.2 pp
−2.4 pp
−2.6 pp
−2.2 pp
−3.2 pp
−2.6 pp
−2.0 pp
−3.1 pp
−1.7 pp
+0.5 pp
−0.4 pp
0.0 pp
+0.3 pp
+0.2 pp

Lowe's Companies, Inc. · LOW

−5.9 pp
−0.1 pp
+0.2 pp
−1.0 pp
+6.9 pp
−0.2 pp
−1.9 pp
−1.7 pp
−0.4 pp
+0.5 pp
+0.1 pp
+0.5 pp
−1.5 pp
−1.4 pp
−1.3 pp

The Home Depot, Inc. · HD

−0.7 pp
−0.9 pp
−1.6 pp
−2.5 pp
−2.2 pp
−2.1 pp
−1.8 pp
−2.4 pp
−1.3 pp
−0.3 pp
−1.2 pp
−1.3 pp
−1.4 pp
−1.9 pp
−1.3 pp
09 · compare level, then change

Valuation Against Growth & Quality

Lowe's Companies, Inc. has the lowest PEG among the 4 Home Improvement Retail companies compared here, at 1.07×. The same company also holds the lowest P/E, at 19.7×. 1 of 4 companies report a comparable reading, the latest through Jun 2026. Its PEG series carries 4 reported observations across the 20-quarter window.

What the numbers say: Lowe's Companies, Inc. has the lowest comparable PEG at 1.07×. Only 1 of 4 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderLowe's Companies, Inc. · 1.07×
GapNot enough peers
Persistence0/8 recent comparable periods
Coverage1/4 companies · 5 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
Valuation · company comparison
1/4 level · 4/4 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Floor & Decor Holdings, Inc. FND3.927.1Jun 2026
Lowe's Companies, Inc. LOW1.119.7Jun 2026
The Home Depot, Inc. HD23.0Jun 2026
Haverty Furniture Companies, Inc. HVT-A19.8Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Floor & Decor Holdings, Inc. · FND

3.9

Lowe's Companies, Inc. · LOW

0.6
0.5
0.9
1.1

P/E · reported quarter history

Floor & Decor Holdings, Inc. · FND

44.6
49.2
31.4
24.5
27.5
25.5
34.2
38.0
34.8
50.0
62.0
51.7
66.5
53.2
44.1
38.9
38.5
32.9
28.6
27.1

Haverty Furniture Companies, Inc. · HVT-A

7.3
6.2
5.7
4.9
4.9
5.9
6.5
6.5
7.5
10.6
11.8
11.0
17.0
18.7
15.5
17.2
18.9
19.5
19.8

Lowe's Companies, Inc. · LOW

20.3
19.5
16.1
15.1
19.5
21.2
20.0
22.0
15.0
16.6
18.6
19.9
21.9
21.3
18.8
18.6
19.8
22.5
19.7

The Home Depot, Inc. · HD

24.9
23.6
19.1
18.5
18.0
19.0
18.3
20.7
17.7
23.5
22.5
24.2
27.1
27.6
24.7
25.4
25.9
26.3
23.0
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Home Improvement Retail comparison names 5 specific ways its own evidence can mislead, all listed below. All 4 companies here report on comparable dates, so no rank carries a stale marker. 1 of the 5 ranked sections has fewer than three usable current readings. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • Thin comparisons: Valuation have fewer than three usable current readings.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 4 Home Improvement Retail companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Home Improvement Retail company comparison FAQs

These 21 answers restate the Home Improvement Retail comparison above in question form. Every one is computed from the same 4 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Home Improvement Retail sector outperforming S&P 500?

Home Improvement Retail has underperformed S&P 500 by 21% over 52 weeks and 6.8% over 13 weeks. 0 of 3 covered companies beat the S&P 500 on Mansfield relative strength, while 0 of 3 beat the sector itself.

Which Home Improvement Retail company is largest by revenue?

The Home Depot, Inc. leads with revenue of $166,592 million, based on 3 of 4 comparable companies through Jun 2026.

Which Home Improvement Retail company is growing fastest?

Haverty Furniture Companies, Inc. has the fastest current revenue growth at 6.2%, across 3 of 4 comparable companies.

Which Home Improvement Retail company has the strongest 4-Factor Sector Score?

Floor & Decor Holdings, Inc. ranks first at 40.1/100 with 54.8% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Home Improvement Retail company has the lowest comparable PEG?

Lowe's Companies, Inc. has the lowest comparable PEG at 1.07, among 1 of 4 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Home Improvement Retail comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Home Improvement Retail company is the biggest?

The Home Depot, Inc. is the largest, with trailing-twelve-month revenue of $166,592 million, ahead of Lowe's Companies, Inc. at $88,435 million. That covers 3 of 4 companies with comparable reporting through Jun 2026.

Which Home Improvement Retail company has the best profit margins?

The Home Depot, Inc. has the highest operating margin at 11.9%, from 4 of 4 comparable companies. Haverty Furniture Companies, Inc. shows the biggest recent improvement, at +0.4 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Home Improvement Retail company makes the most profit?

The Home Depot, Inc. earns the most, at $14,012 million of trailing-twelve-month net profit, from 3 of 4 comparable companies. Haverty Furniture Companies, Inc. has the fastest profit growth at 0%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Home Improvement Retail company earns the highest return on capital?

Lowe's Companies, Inc. leads on return on capital employed at 8.9%, across 4 of 4 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Home Improvement Retail stock is the cheapest?

On PEG — where a LOWER number is cheaper — Lowe's Companies, Inc. screens cheapest at 1.07×. Only 1 of 4 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Home Improvement Retail sector beating the market?

Home Improvement Retail has underperformed S&P 500 by 21% over the last 52 weeks and 6.8% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 0 of 3 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Home Improvement Retail stock has the strongest price momentum?

The Home Depot, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Home Improvement Retail company scores highest for research priority?

Floor & Decor Holdings, Inc. scores 40.1 out of 100 with 54.8% evidence confidence, from 17.3 points on growth and earnings, 6.8 on capital efficiency, 10 on valuation and 6 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Home Improvement Retail companies does this comparison cover, and over what period?

It compares 4 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Home Improvement Retail sector?

The 4 Home Improvement Retail companies on this page carry $476,437 million of combined market value. The Home Depot, Inc. is the largest at $347,236 million, about 73% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

How is the Home Improvement Retail sector performing?

0 of the 3 covered Home Improvement Retail companies are beating S&P 500 on Mansfield relative strength. The sector itself is 21% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Home Improvement Retail stocks are listed in the US?

This comparison covers 4 listed Home Improvement Retail companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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