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 2026-04-11.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
VS
Meta Platforms, Inc. · Communication Services
$611.40
+12.9% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
META has more upside to fair value
(+12.9%).
META trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
META |
| Current Price |
$337.34 |
$611.40 |
| Fair Value Estimate |
$378.00 |
$690.00 |
| Upside to Fair Value |
+12.1%
|
+12.9%
|
| Market Cap |
$336.0B |
$1,541.3B |
| Forward P/E |
23.0x
|
23.0x
|
| EV / EBITDA |
18.1x
|
18.0x
|
| Price / Sales |
2.3x
|
7.7x
|
| Price / FCF |
29.7x
|
33.4x
|
| Revenue Growth YoY |
+3.2%
|
+22.2%
|
| Gross Margin |
33.3%
|
82.0%
|
| Operating Margin |
12.7%
|
41.4%
|
| Return on Equity |
110.5%
|
30.6%
|
| Dividend Yield |
2.44% |
0.4% |
| FCF Yield |
3.37%
|
3.0%
|
| 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 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 …
Meta Platforms operates the world's largest social media ecosystem (Facebook, Instagram, WhatsApp, Threads) reaching 3.3B+ daily users, generating $201B in revenue predominantly from digital advertising. The company's 82% gross margins and AI-powered ad targeting create an extraordinarily profitable core business. Trading at its 5-year P/E low of 25.5x despite 22% revenue growth, META is cheap on…
Accumulation Zones
| Metric |
HD |
META |
| Zone Low |
$285.00 |
$520.00 |
| Zone High |
$320.00 |
$590.00 |
| In Buy Zone? |
No
|
No
|