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 2026-04-11.
Alphabet Inc. · Communication Services
$317.41
-4.5% 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.
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Valuation & Fundamentals
| Metric |
GOOGL |
HD |
| Current Price |
$317.41 |
$337.34 |
| Fair Value Estimate |
$303.05 |
$378.00 |
| Upside to Fair Value |
-4.5%
|
+12.1%
|
| Market Cap |
$3,839.7B |
$336.0B |
| Forward P/E |
29.0x
|
23.0x
|
| EV / EBITDA |
21.5x
|
18.1x
|
| Price / Sales |
9.5x
|
2.3x
|
| Price / FCF |
52.4x
|
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 |
1.91%
|
3.37%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
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 |
GOOGL |
HD |
| Zone Low |
$227.29 |
$285.00 |
| Zone High |
$257.59 |
$320.00 |
| In Buy Zone? |
No
|
No
|