GE vs HD: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and The Home Depot, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-16.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
QuantHub Verdict
HD has more upside to fair value
(+34.6%).
HD trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GE |
HD |
| Current Price |
$360.35 |
$343.30 |
| Fair Value Estimate |
$267.03 |
$462.14 |
| Upside to Fair Value |
-25.9%
|
+34.6%
|
| Market Cap |
$376.5B |
$342.3B |
| Forward P/E |
42.3x
|
24.3x
|
| EV / EBITDA |
33.4x
|
16.5x
|
| Price / Sales |
7.8x
|
2.0x
|
| Price / FCF |
50.5x
|
23.9x
|
| Revenue Growth YoY |
+21.1%
|
+4.8%
|
| Gross Margin |
36.1%
|
33.1%
|
| Operating Margin |
21.0%
|
12.4%
|
| Return on Equity |
46.2%
|
113.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
4.18%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
Accumulation Zones
| Metric |
GE |
HD |
| Zone Low |
$200.27 |
$346.61 |
| Zone High |
$226.98 |
$392.82 |
| In Buy Zone? |
No
|
Yes
|