GE vs HD: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and The Home Depot, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
GE Aerospace Β· Industrials
$312.90
+3.4% upside to fair value
Med Conviction Grade C High Quality
VS
The Home Depot, Inc. Β· Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
HD has more upside to fair value (+44.2%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GE HD
Current Price $312.90 $292.18
Fair Value Estimate $323.41 $421.26
Upside to Fair Value +3.4% +44.2%
Market Cap $324.6B $291.3B
Forward P/E β€” β€”
EV / EBITDA 27.4x 14.7x
Price / Sales 6.4x 1.7x
Price / FCF 38.7x 19.2x
Revenue Growth YoY +21.1% +5.7%
Gross Margin 35.4% 33.2%
Operating Margin 20.8% 12.4%
Return on Equity 49.0% 102.7%
Dividend Yield 0.53% 3.18%
FCF Yield 2.58% 5.2%
Analyst Consensus Buy Strong Buy
Investment Thesis
GE β€” GE Aerospace
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
HD β€” The Home Depot, Inc.
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
Accumulation Zones
Metric GE HD
Zone Low $242.56 $315.94
Zone High $274.90 $358.07
In Buy Zone? No Yes
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