HD vs NVDA: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
NVDA |
| Current Price |
$292.18 |
$225.07 |
| Fair Value Estimate |
$421.26 |
$326.35 |
| Upside to Fair Value |
+44.2%
|
+45.0%
|
| Market Cap |
$291.3B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.7x
|
23.4x
|
| Price / Sales |
1.7x
|
18.0x
|
| Price / FCF |
19.2x
|
42.9x
|
| Revenue Growth YoY |
+5.7%
|
+105.9%
|
| Gross Margin |
33.2%
|
74.7%
|
| Operating Margin |
12.4%
|
65.2%
|
| Return on Equity |
102.7%
|
110.1%
|
| Dividend Yield |
3.18% |
0.23% |
| FCF Yield |
5.2%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
HD |
NVDA |
| Zone Low |
$315.94 |
$244.76 |
| Zone High |
$358.07 |
$277.40 |
| In Buy Zone? |
Yes
|
Yes
|