GOOGL 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 2026-09-25.
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
The Home Depot, Inc. · 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 — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOGL |
HD |
| Current Price |
$342.36 |
$292.18 |
| Fair Value Estimate |
$399.26 |
$421.26 |
| Upside to Fair Value |
+16.6%
|
+44.2%
|
| Market Cap |
$4,143.3B |
$291.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
14.7x
|
| Price / Sales |
9.3x
|
1.7x
|
| Price / FCF |
78.1x
|
19.2x
|
| Revenue Growth YoY |
+24.2%
|
+5.7%
|
| Gross Margin |
60.9%
|
33.2%
|
| Operating Margin |
33.1%
|
12.4%
|
| Return on Equity |
50.8%
|
102.7%
|
| Dividend Yield |
0.25% |
3.18% |
| FCF Yield |
1.28%
|
5.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
HD |
| Zone Low |
$299.44 |
$315.94 |
| Zone High |
$339.37 |
$358.07 |
| In Buy Zone? |
No
|
Yes
|