★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

The Home Depot, Inc. vs Lowe's Companies, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

The Home Depot, Inc.

HD · New York Stock Exchange

Market cap (USD)$355.2B
Gross margin (TTM)33.1%
Operating margin (TTM)12.5%
Net margin (TTM)8.4%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-07-12
Moat score
74/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into The Home Depot, Inc.'s moat claims, evidence, and risks.

View HD analysis

Lowe's Companies, Inc.

LOW · New York Stock Exchange

Market cap (USD)$125B
Gross margin (TTM)33.8%
Operating margin (TTM)11.6%
Net margin (TTM)7.5%
SectorConsumer
IndustryHome Improvement
CountryUS
Data as of2026-07-12
Moat score
53/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Lowe's Companies, Inc.'s moat claims, evidence, and risks.

View LOW analysis

Comparison highlights

  • Moat score gap: The Home Depot, Inc. leads (74 / 100 vs 53 / 100 for Lowe's Companies, Inc.).
  • Segment focus: The Home Depot, Inc. has 2 segments (90.4% in Primary segment - North American home improvement retail (stores + online)); Lowe's Companies, Inc. has 2 segments (92.4% in Retail Home Improvement (Omnichannel)).
  • Moat breadth: The Home Depot, Inc. has 2 moat types across 2 domains; Lowe's Companies, Inc. has 1 across 1.

Primary market context

The Home Depot, Inc.

Primary segment - North American home improvement retail (stores + online)

Market

Home improvement retail (omnichannel)

Geography

North America (US, Canada, Mexico)

Customer

DIY homeowners and professional contractors

Role

Retailer

Revenue share

90.4%

Lowe's Companies, Inc.

Retail Home Improvement (Omnichannel)

Market

U.S. home improvement retail and related services (DIY and Pro; omnichannel)

Geography

United States

Customer

DIY consumers and small-to-medium professional contractors

Role

Omnichannel retailer and distributor

Revenue share

92.4%

Side-by-side metrics

The Home Depot, Inc.
Lowe's Companies, Inc.
Ticker / Exchange
HD - New York Stock Exchange
LOW - New York Stock Exchange
Market cap (USD)
$355.2B
$125B
Gross margin (TTM)
33.1%
33.8%
Operating margin (TTM)
12.5%
11.6%
Net margin (TTM)
8.4%
7.5%
Sector
Consumer
Consumer
Industry
Home Improvement
Home Improvement
HQ country
US
US
Primary segment
Primary segment - North American home improvement retail (stores + online)
Retail Home Improvement (Omnichannel)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Weak
Moat score
74 / 100
53 / 100
Moat domains
Supply, Demand
Supply
Last update
2026-07-12
2026-07-12

Moat coverage

Shared moat types

Physical Network Density

The Home Depot, Inc. strengths

Procurement Inertia

Lowe's Companies, Inc. strengths

No unique moat types yet.

Segment mix

The Home Depot, Inc. segments

Full profile >

Primary segment - North American home improvement retail (stores + online)

Competitive

90.4%

Other - Specialty trade distribution (SRS/GMS: roofing, building products, landscape, pool)

Competitive

9.6%

Lowe's Companies, Inc. segments

Full profile >

Retail Home Improvement (Omnichannel)

Competitive

92.4%

Acquired Pro Branch Operations (FBM/ADG)

Competitive

7.6%

Act on this comparison

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.