HD vs META: Which Is the Better Buy?

Side-by-side comparison of The Home Depot, Inc. and Meta Platforms, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-20.
The Home Depot, Inc. ยท Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A High Quality
VS
Meta Platforms, Inc. ยท Communication Services
$646.01
+43.0% upside to fair value
High Conviction Grade A High Quality
QuantHub Verdict
META has more upside to fair value (+43.0%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric HD META
Current Price $343.30 $646.01
Fair Value Estimate $462.14 $924.09
Upside to Fair Value +34.6% +43.0%
Market Cap $342.3B $1,639.8B
Forward P/E 24.3x โ€”
EV / EBITDA 16.5x 15.0x
Price / Sales 2.0x 7.6x
Price / FCF 23.9x 33.9x
Revenue Growth YoY +4.8% +33.1%
Gross Margin 33.1% 81.9%
Operating Margin 12.4% 41.2%
Return on Equity 113.3% 33.2%
Dividend Yield 0% 0.33%
FCF Yield 4.18% 2.95%
Analyst Consensus Buy Strong Buy
Investment Thesis
HD โ€” The Home Depot, Inc.
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins โ€ฆ
META โ€” Meta Platforms, Inc.
Meta Platforms operates the Facebook, Instagram, Messenger and WhatsApp ecosystem and monetizes its 3.56 billion Family daily active people primarily through digital advertising. Business quality is high: the core platform combines global network effects, advertiser measurement data, creator supply, cross-app distribution and AI-driven ad ranking, supporting 81.9% gross margin, 41.2% operating maโ€ฆ
Accumulation Zones
Metric HD META
Zone Low $346.61 $693.07
Zone High $392.82 $785.48
In Buy Zone? Yes Yes
โ† HD Research    META Research โ†’    All Research