In this segment of the Motley Fool Money radio show, host Chris Hill, Motley Fool Explorer's Simon Erickson, and Motley Fool Pro and Options' Jeff Fischer discuss the long-running narrative between the two big home-improvement retailers. As usual, the numbers from Home Depot (NYSE:HD) look better than those from Lowe's (NYSE:LOW). But is it really a 100% valid comparison?

A full transcript follows the video.

This video was recorded on May 26, 2017.

Chris Hill: For what seems like the hundredth quarter in a row, Lowe's latest results were just not as good as Home Depot's. First-quarter same-store sales up just 2%. Simon, I guess that's why overall revenue was a little light, too.

Simon Erickson: Gosh, Chris, I hate that narrative, though. It seems like Lowe's continually gets compared to Home Depot and it wasn't just as good. Sorry son, your older brother is doing a little bit better at baseball this year than you are. A little bit different market. Home Depot is going more after contractors, Lowe's is going more after consumers and homeowners. And we're seeing a seven-year high for new housing starts right now, which has juiced Home Depot's top line, definitely, over last year. But I look at Lowe's, and this is a company, too, that's hitting 10-year highs in its operating margins, 10-year highs on its return on invested capital, which is now north of 16%. That's everything I can ask for as an investor. The stock is up about a triple in the past decade, and they're increasing their dividend. I feel like they're a company doing everything right right now.

Jeff Fischer: And, and to Simon's point, Lowe's has it a little tougher for going after the consumer, because they talk about, periodically, in the quarter, how their marketing was just not quite right. They didn't meet consumers exactly where they were, so that marketing spend didn't have exactly the return they wanted. Home Depot doesn't have to worry about that as much since they're going after the steady and, lately, growing contractor business.

Hill: Do you suppose they have to spend money to actually get those contractors? I'm assuming that if they do, it's a heck of a lot less than advertising on television for people like us.

Fischer: Lowe's does spend to get consumers in, Chris, definitely.

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