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 2026-07-13.
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
HD has more upside to fair value
(+34.6%).
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 |
ORCL |
| Current Price |
$343.30 |
$184.31 |
| Fair Value Estimate |
$462.14 |
$210.13 |
| Upside to Fair Value |
+34.6%
|
+14.0%
|
| Market Cap |
$342.3B |
$530.1B |
| Forward P/E |
24.3x
|
31.0x
|
| EV / EBITDA |
16.5x
|
20.4x
|
| Price / Sales |
2.0x
|
7.9x
|
| Price / FCF |
23.9x
|
-22.4x
|
| Revenue Growth YoY |
+4.8%
|
+20.6%
|
| Gross Margin |
33.1%
|
65.8%
|
| Operating Margin |
12.4%
|
30.8%
|
| Return on Equity |
113.3%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.18%
|
—
|
| 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 …
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
HD |
ORCL |
| Zone Low |
$346.61 |
$157.60 |
| Zone High |
$392.82 |
$178.61 |
| In Buy Zone? |
Yes
|
No
|