HD vs ORCL: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
HD 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 |
ORCL |
| Current Price |
$337.34 |
$175.08 |
| Fair Value Estimate |
$378.00 |
$218.26 |
| Upside to Fair Value |
+12.1%
|
+24.7%
|
| Market Cap |
$336.0B |
$503.5B |
| Forward P/E |
23.0x
|
30.8x
|
| EV / EBITDA |
18.1x
|
21.4x
|
| Price / Sales |
2.3x
|
7.9x
|
| Price / FCF |
29.7x
|
-20.4x
|
| Revenue Growth YoY |
+3.2%
|
+7.0%
|
| Gross Margin |
33.3%
|
66.4%
|
| Operating Margin |
12.7%
|
30.8%
|
| Return on Equity |
110.5%
|
57.4%
|
| Dividend Yield |
2.44% |
0% |
| FCF Yield |
3.37%
|
—
|
| 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 …
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
HD |
ORCL |
| Zone Low |
$285.00 |
$163.69 |
| Zone High |
$320.00 |
$185.52 |
| In Buy Zone? |
No
|
Yes
|