HD vs META: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Meta Platforms, 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
Meta Platforms, Inc. · Communication Services
$671.34
+36.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
META has more upside to fair value
(+36.4%).
HD trades at a lower forward P/E
(20.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
META |
| Current Price |
$302.44 |
$671.34 |
| Fair Value Estimate |
$369.00 |
$916.00 |
| Upside to Fair Value |
+22.0%
|
+36.4%
|
| Market Cap |
$301.2B |
$1,698.2B |
| Forward P/E |
20.5x
|
28.0x
|
| EV / EBITDA |
16.5x
|
16.5x
|
| Price / Sales |
2.0x
|
8.4x
|
| Price / FCF |
26.6x
|
36.8x
|
| Revenue Growth YoY |
+4.8%
|
+23.8%
|
| Gross Margin |
33.3%
|
82.0%
|
| Operating Margin |
12.7%
|
41.4%
|
| Return on Equity |
110.5%
|
30.6%
|
| Dividend Yield |
2.72% |
0% |
| FCF Yield |
3.75%
|
2.72%
|
| Analyst Consensus |
Buy
|
Strong 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…
Meta Platforms, Inc. operates a leading global social media and technology platform primarily through its Family of Apps segment, which generates over 98% of its $201 billion 2025 revenue, driven by strong advertising growth. The company maintains a high-quality business with a durable competitive moat supported by network effects, brand strength, and intangible assets, reflected in a 30.6% retur…
Accumulation Zones
| Metric |
HD |
META |
| Zone Low |
$276.75 |
$687.00 |
| Zone High |
$313.65 |
$778.60 |
| In Buy Zone? |
Yes
|
Yes
|