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 2026-04-11.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
VS
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
INTU has more upside to fair value
(+37.7%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
INTU |
| Current Price |
$337.34 |
$396.57 |
| Fair Value Estimate |
$378.00 |
$546.00 |
| Upside to Fair Value |
+12.1%
|
+37.7%
|
| Market Cap |
$336.0B |
$110.4B |
| Forward P/E |
23.0x
|
19.5x
|
| EV / EBITDA |
18.1x
|
19.0x
|
| Price / Sales |
2.3x
|
5.9x
|
| Price / FCF |
29.7x
|
18.1x
|
| Revenue Growth YoY |
+3.2%
|
+15.6%
|
| Gross Margin |
33.3%
|
80.8%
|
| Operating Margin |
12.7%
|
26.1%
|
| Return on Equity |
110.5%
|
19.6%
|
| Dividend Yield |
2.44% |
1.17% |
| FCF Yield |
3.37%
|
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 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 …
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 |
$285.00 |
$410.00 |
| Zone High |
$320.00 |
$464.00 |
| In Buy Zone? |
No
|
Yes
|