AAPL vs HD: Which Is the Better Buy?
Side-by-side comparison of Apple Inc. and The Home Depot, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
Apple Inc. · Technology
$294.80
-9.3% upside to fair value
Grade B-
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
HD has more upside to fair value
(+22.0%).
HD trades at a lower forward P/E
(20.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AAPL |
HD |
| Current Price |
$294.80 |
$302.44 |
| Fair Value Estimate |
$267.40 |
$369.00 |
| Upside to Fair Value |
-9.3%
|
+22.0%
|
| Market Cap |
$4,329.8B |
$301.2B |
| Forward P/E |
35.4x
|
20.5x
|
| EV / EBITDA |
27.3x
|
16.5x
|
| Price / Sales |
9.6x
|
2.0x
|
| Price / FCF |
33.5x
|
26.6x
|
| Revenue Growth YoY |
+16.6%
|
+4.8%
|
| Gross Margin |
47.9%
|
33.3%
|
| Operating Margin |
32.6%
|
12.7%
|
| Return on Equity |
146.7%
|
110.5%
|
| Dividend Yield |
0.34% |
2.72% |
| FCF Yield |
2.98%
|
3.75%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Apple Inc. is the world's most valuable consumer technology company, anchored by the iPhone franchise and a roughly $100 billion annual Services business that compounds at a low-to-mid teens rate on an installed base of approximately 2.5 billion active devices. Fiscal Q2 2026 results reported on April 30 showed revenue of $111.2 billion (+16.6% YoY) and EPS of $2.02 (+22.4% YoY), driven by a cont…
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and an expanding Pro contractor segment bolstered by the SRS Distribution acquisition. Q1 FY2026 results released May 19 beat both the top and bottom line, with revenue of $41.77B up 4.8% year over year and adjusted EPS of $3.43 versus the $3.41 consensus. Comp sales grew only 0.6% howe…
Accumulation Zones
| Metric |
AAPL |
HD |
| Zone Low |
$200.50 |
$276.75 |
| Zone High |
$227.30 |
$313.65 |
| In Buy Zone? |
No
|
Yes
|