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 2026-05-20.
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL 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 |
ORCL |
| Current Price |
$302.44 |
$175.08 |
| Fair Value Estimate |
$369.00 |
$253.87 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$301.2B |
$503.5B |
| Forward P/E |
20.5x
|
30.8x
|
| EV / EBITDA |
16.5x
|
21.4x
|
| Price / Sales |
2.0x
|
7.9x
|
| Price / FCF |
26.6x
|
-20.4x
|
| Revenue Growth YoY |
+4.8%
|
+21.7%
|
| Gross Margin |
33.3%
|
66.4%
|
| Operating Margin |
12.7%
|
30.8%
|
| Return on Equity |
110.5%
|
57.4%
|
| Dividend Yield |
2.72% |
0% |
| FCF Yield |
3.75%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
HD |
ORCL |
| Zone Low |
$276.75 |
$190.40 |
| Zone High |
$313.65 |
$215.79 |
| In Buy Zone? |
Yes
|
Yes
|