HD vs INTU: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Intuit Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
VS
Intuit Inc. · Technology
$396.57
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
INTU has more upside to fair value
(+45.0%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
INTU |
| Current Price |
$302.44 |
$396.57 |
| Fair Value Estimate |
$369.00 |
$575.03 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$301.2B |
$110.4B |
| Forward P/E |
20.5x
|
19.5x
|
| EV / EBITDA |
16.5x
|
19.0x
|
| Price / Sales |
2.0x
|
5.9x
|
| Price / FCF |
26.6x
|
18.1x
|
| Revenue Growth YoY |
+4.8%
|
+15.6%
|
| Gross Margin |
33.3%
|
80.8%
|
| Operating Margin |
12.7%
|
26.1%
|
| Return on Equity |
110.5%
|
19.6%
|
| Dividend Yield |
2.72% |
1.17% |
| FCF Yield |
3.75%
|
5.51%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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…
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
| Metric |
HD |
INTU |
| Zone Low |
$276.75 |
$431.27 |
| Zone High |
$313.65 |
$488.78 |
| In Buy Zone? |
Yes
|
Yes
|