In the following video, Jason Moser of Motley Fool One and David Meier of Motley Fool Million Dollar Portfolio take a look at the earnings reports from Lowe's (LOW -1.16%) and Home Depot (HD -0.77%)and compare the two companies. While Home Depot was able to achieve a bigger increase in sales than Lowe's, Jason notes that as a larger company with more locations, Home Depot faces fewer headwinds than Lowe's does. Home Depot also made a sizable increase to its dividend, something investors were glad to see. In this video, Jason tells us why he thinks both of these stocks might be a bit pricey at the moment and who the dark horse to watch in this sector may be.