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 2026-04-11.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
NVDA |
| Current Price |
$337.34 |
$182.08 |
| Fair Value Estimate |
$378.00 |
$290.00 |
| Upside to Fair Value |
+12.1%
|
+59.3%
|
| Market Cap |
$336.0B |
$4,425.5B |
| Forward P/E |
23.0x
|
—
|
| EV / EBITDA |
18.1x
|
31.4x
|
| Price / Sales |
2.3x
|
21.0x
|
| Price / FCF |
29.7x
|
46.9x
|
| Revenue Growth YoY |
+3.2%
|
+65.5%
|
| Gross Margin |
33.3%
|
71.1%
|
| Operating Margin |
12.7%
|
60.4%
|
| Return on Equity |
110.5%
|
76.3%
|
| Dividend Yield |
2.44% |
0.02% |
| FCF Yield |
3.37%
|
2.13%
|
| 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 …
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
HD |
NVDA |
| Zone Low |
$285.00 |
$218.00 |
| Zone High |
$320.00 |
$250.00 |
| In Buy Zone? |
No
|
Yes
|