Lowe's vs TJX Companies
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KIRA’s take AI analyst
I put Lowe's and TJX Companies side by side, using each one’s latest annual report. Here is what stands out:
- Lowe's is the larger business, with $86.3B of revenue in fiscal 2025 against $60.4B for TJX Companies.
- TJX Companies grew revenue faster (7.1%, against 3.1%).
- Lowe's turned more of its sales into free cash flow (8.9% FCF margin, against 8.1%).
- TJX Companies earned a higher return on the capital invested in it (87.1%, against 31.9%).
- Investors pay more for each dollar of TJX Companies’s earnings: a P/E of 26.6x against 16.8x for Lowe's.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Lowe's
LOW
3/9
Gross marginFCF marginShare count change
TJX Companies
TJX
6/9
Revenue growth5-year growthNet marginReturn on capitalPiotroski F-scoreNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | LOW FY25 | TJX FY26 |
|---|---|---|
| Size | ||
| Market cap | $111.0B | $160.5B |
| Revenue | $86.3B | $60.4B |
| Free cash flow | $7.7B | $4.9B |
| Net income | $6.7B | $5.5B |
| Growth | ||
| Revenue growth | 3.1% | 7.1% |
| 5-year growth | −0.8% | 13.4% |
| Share count change | −1.4% | −1.2% |
| Profitability | ||
| Gross margin | 33.5% | 31.0% |
| Operating margin | 11.8% | — |
| Net margin | 7.7% | 9.1% |
| FCF margin | 8.9% | 8.1% |
| Return on capital | 31.9% | 87.1% |
| Return on equity | — | 59.1% |
| Balance sheet | ||
| Net debt | $38.9B | −$3.4B |
| Net debt / EBITDA | 3.2x | −0.4x |
| Dividends and buybacks | $2.8B | $4.4B |
| Valuation & quality | ||
| P/E | 16.8x | 26.6x |
| Piotroski F-score | 6 | 8 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.