1、COVERING HD LOW FND LL WINTERSPRING 2021Industry Benchmarking:U.S.Home Improvement RetailThe 15 charts in the report,created using the integrated data visualization tool in the Sentieo Financial and Corporate Research Platform,cover:Standout year for revenue growth for the giants HD and LOW but FND

2、returned to top in the last quarter Inventory turnover and other financial KPIs Valuation and returns:major expansion in the valuation metrics for FND while LLs stock price appreciated the most on a YoY basisIndustry Benchmarking:U.S.Home Improvement Retail Home Depot(HD)Lowes Companies(LOW)Floor&De

3、cor Holdings(FND)LL Flooring fka Lumber Liquidators(LL)This report focuses on U.S.Home Improvement Retail,and includes data on the following companies:You will also find Sentieos proprietary NLP Transcript Heatmaps and Transcript Word Clouds for the four companies covered in this report.Welcome to t

4、he third edition of Sentieos Industry Benchmarking quarterly report,covering key metrics for a specific sector.2QUARTERLY SALES GROWTH QUARTERLY SALES GROWTH IBES ESTIMATESINDUSTRY REVENUE SHARE DYNAMICSGROSS MARGINADJUSTED EBIT MARGININVENTORY TURNOVERDAYS PAYABLE OUTSTANDINGEV/NTM SALESEV/NTM EBIT

5、DANTM P/EROEROICYOY%STOCK PRICE PERFORMANCE WITH EQ WTD AVERAGESEARCH TRENDSSEARCH TRENDS YOY%CHANGENLP TRANSCRIPT SENTIMENT HEATMAPS:PEER GROUP AND INDIVIDUAL COMPANY TRANSCRIPT WORD CLOUDS:INDIVIDUAL COMPANY 04050607080951617182219Chart Reference3PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW

6、ANY DATA SET&CHANGE TIMEFRAMEQuarterly Sales Growth4Quarterly Sales Growth IBES EstimatesPUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAME5PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAMEIndustry Revenue Share Dynamics6PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW

7、ANY DATA SET&CHANGE TIMEFRAMEGross Margin7PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAMEAdjusted EBIT Margin8PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAMEInventory Turnover9PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAMEDays Payabl

8、e Outstanding10PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAMEEV/NTM Sales11PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAMEEV/NTM EBITDA12PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAMENTM P/E13PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW

9、ANY DATA SET&CHANGE TIMEFRAMEROE*HD omitted due to extreme values14PUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAMEROIC15YoY%Stock Price Performance with Eq Wtd AveragePUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAME16Search TrendsPUBLIC INTERACTIVE CHART LI

10、NK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAME17Search Trends YoY%ChangePUBLIC INTERACTIVE CHART LINK:HIDE/SHOW ANY DATA SET&CHANGE TIMEFRAME18NLP Transcript Sentiment Heatmap:Peer Group*Based on calls from calendar Q4 202019NLP Transcript Sentiment Heatmap:HDNLP Transcript Sentiment Heatmap:LOW20NLP Tr

11、anscript Sentiment Heatmap:FNDNLP Transcript Sentiment Heatmap:LL21Transcript Word Cloud:HDTranscript Word Cloud:LOW22Transcript Word Cloud:FNDTranscript Word Cloud:LL23Sentieo,Trusted by Global Leaders24 Sentieo 2020About SentieoFor feedback,questions,or comments,contact us at .Learn more,get a per

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