Mulya.ai
Ticker
LOW
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.965
Beta (levered) ?1.006
Terminal OM% ?13.2%
Segment conc. ?38% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

LOW · Lowe's Companies, Inc.

$231.212026-05-17
Sector: Consumer Cyclical; Industry: Home Improvement; Sub-Industry: Home Improvement Retail

Intrinsic Value Range Comparison · Mulya.ai

Bull
$351
+52.0% vs market
Base · active
$326
+41.1% vs market
Bear
$275
+19.1% vs market
Mulya.ai vs Analyst IV Comparison?
Market $231
Bear $275
Median $293
Base $326
Bull $351
Market Price $231
Mulya.ai Base $326
Analysts Median $293
Mulya.ai IV range ($275 · $351)
Analysts Range ($230 · $325)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$96.3B12.7%24.7%$9.2B−$915MM$8.3B7.0%49.6%$18.6B$15.08
2022.Q4$97.1B0.8%13.0%28.8%$9.0B−$2.2B$6.8B7.9%49.2%$18.0B$11.49
2023.Q4$86.4B-11.0%13.4%24.1%$8.8B−$2.1B$6.6B7.8%46.4%$19.7B$13.80
2024.Q4$83.7B-3.1%12.1%24.0%$7.7B−$605MM$7.1B8.4%39.4%$19.3B$12.42
2025.Q4$86.3B3.1%11.8%23.9%$7.7B−$10.7B−$2.9B8.6%101.5%−$4.1B$11.8812.8
italics below = DCF projection · 10yr Rev CAGR: 5.6%
2026.Q4$86.1B+-0.3%11.9%23.5%$7.8B$0MM$7.8B8.4%$7.2B0.0%−$4.1B$13.9416.6
2027.Q4$93.3B+8.4%11.9%23.1%$8.5B−$680MM$7.8B8.4%$6.7B0.0%−$3.4B$15.1915.2
2028.Q4$100.6B+7.8%11.9%22.8%$9.2B−$1.1B$8.1B8.5%$6.4B0.0%−$2.3B$16.4714.0
2029.Q4$107.9B+7.3%11.9%22.4%$9.9B−$5.2B$4.8B8.5%$3.5B3313.7%$2.9B$17.7613.0
2030.Q4$115.2B+6.8%11.9%22.0%$10.7B−$4.1B$6.6B8.5%$4.4B216.5%$7.0B$19.0612.1
Term. Yr+$154.3B4.1%13.2%20.0%$16.3B−$2.8B$13.4B8.6%$131.9B23.6%
Active scenario IV: $326 (+41.1% vs market)