Big box is enjoying a big rally.

Shares of large retail chains like Lowe's, Costco, Home Depot and Target are surging in the last month, with a respective 16 percent, 10 percent, 8 percent and 7 percent gain in that time.

The move comes amid a broader rally in the retail space, and what experts say is a short-term jump spurred by Hurricane Florence preparation. But beyond the boost from the hurricane, some investors see long-term value in the space.

"Of these four stocks, these are all amazingly defensive names. They have great stories. Of the four, I would say that Lowe's is a dividend payer, and also has a lower [price-earnings ratio]. Home Depot is trading at 24 times, Lowe's is trading at 17 times," said Gina Sanchez, CEO of Chantico Global Sanchez, Tuesday on CNBC's "Trading Nation."

While Home Depot has enjoyed a big rally, Mark Newton, founder and president of Newton Advisors, sees even more room to run from a technical perspective.

Newton said Tuesday on "Trading Nation" that while the charts of both Home Depot and Lowe's look attractive to him, reflecting technical breakouts above their January highs, Home Depot may be the better pick.

"I tend to favor Home Depot only because it's been a long-term leader, and when you look on a relative basis, it's consistently outperformed Lowe's over time. In the last few months, Lowe's has actually done a bit better, but near term, Home Depot makes sense for me," Newton said.