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 2026-05-21.
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
VS
NVIDIA Corporation · Technology
$219.76
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
HD trades at a lower forward P/E
(20.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
NVDA |
| Current Price |
$302.44 |
$219.76 |
| Fair Value Estimate |
$369.00 |
$318.65 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$301.2B |
$5,322.7B |
| Forward P/E |
20.5x
|
33.4x
|
| EV / EBITDA |
16.5x
|
27.6x
|
| Price / Sales |
2.0x
|
21.0x
|
| Price / FCF |
26.6x
|
44.7x
|
| Revenue Growth YoY |
+4.8%
|
+85.2%
|
| Gross Margin |
33.3%
|
74.1%
|
| Operating Margin |
12.7%
|
64.0%
|
| Return on Equity |
110.5%
|
111.7%
|
| Dividend Yield |
2.72% |
0% |
| FCF Yield |
3.75%
|
2.24%
|
| 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…
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality i…
Accumulation Zones
| Metric |
HD |
NVDA |
| Zone Low |
$276.75 |
$238.99 |
| Zone High |
$313.65 |
$270.85 |
| In Buy Zone? |
Yes
|
Yes
|