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 2026-07-13.
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
VS
NVIDIA Corporation · Technology
$210.69
+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
(24.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
NVDA |
| Current Price |
$343.30 |
$210.69 |
| Fair Value Estimate |
$462.14 |
$305.50 |
| Upside to Fair Value |
+34.6%
|
+45.0%
|
| Market Cap |
$342.3B |
$5,103.1B |
| Forward P/E |
24.3x
|
32.1x
|
| EV / EBITDA |
16.5x
|
26.5x
|
| Price / Sales |
2.0x
|
20.1x
|
| Price / FCF |
23.9x
|
42.9x
|
| Revenue Growth YoY |
+4.8%
|
+85.2%
|
| Gross Margin |
33.1%
|
74.1%
|
| Operating Margin |
12.4%
|
64.0%
|
| Return on Equity |
113.3%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.18%
|
2.33%
|
| 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 …
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
| Metric |
HD |
NVDA |
| Zone Low |
$346.61 |
$229.12 |
| Zone High |
$392.82 |
$259.68 |
| In Buy Zone? |
Yes
|
Yes
|