GOOG vs HD: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and The Home Depot, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
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.
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Valuation & Fundamentals
| Metric |
GOOG |
HD |
| Current Price |
$339.40 |
$302.44 |
| Fair Value Estimate |
$318.47 |
$369.00 |
| Upside to Fair Value |
-6.2%
|
+22.0%
|
| Market Cap |
$4,105.7B |
$301.2B |
| Forward P/E |
31.2x
|
20.5x
|
| EV / EBITDA |
23.1x
|
16.5x
|
| Price / Sales |
10.3x
|
2.0x
|
| Price / FCF |
56.4x
|
26.6x
|
| Revenue Growth YoY |
+11.3%
|
+4.8%
|
| Gross Margin |
59.7%
|
33.3%
|
| Operating Margin |
32.0%
|
12.7%
|
| Return on Equity |
35.0%
|
110.5%
|
| Dividend Yield |
0% |
2.72% |
| FCF Yield |
1.77%
|
3.75%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
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 |
GOOG |
HD |
| Zone Low |
$238.85 |
$276.75 |
| Zone High |
$270.70 |
$313.65 |
| In Buy Zone? |
No
|
Yes
|