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
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 โฆ
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 maโฆ
Accumulation Zones
| Metric |
HD |
META |
| Zone Low |
$346.61 |
$693.07 |
| Zone High |
$392.82 |
$785.48 |
| In Buy Zone? |
Yes
|
Yes
|