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 2026-04-18.
Alphabet Inc. · Communication Services
$339.40
-4.4% upside to fair value
Grade D
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
HD has more upside to fair value
(+12.1%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
HD |
| Current Price |
$339.40 |
$337.34 |
| Fair Value Estimate |
$324.34 |
$378.00 |
| Upside to Fair Value |
-4.4%
|
+12.1%
|
| Market Cap |
$4,105.7B |
$336.0B |
| Forward P/E |
31.2x
|
23.0x
|
| EV / EBITDA |
23.1x
|
18.1x
|
| Price / Sales |
10.3x
|
2.3x
|
| Price / FCF |
56.4x
|
29.7x
|
| Revenue Growth YoY |
+11.3%
|
+3.2%
|
| Gross Margin |
59.7%
|
33.3%
|
| Operating Margin |
32.0%
|
12.7%
|
| Return on Equity |
35.0%
|
110.5%
|
| Dividend Yield |
0% |
2.44% |
| FCF Yield |
1.77%
|
3.37%
|
| 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 a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
Accumulation Zones
| Metric |
GOOG |
HD |
| Zone Low |
$243.25 |
$285.00 |
| Zone High |
$275.69 |
$320.00 |
| In Buy Zone? |
No
|
No
|