HD vs SMCI: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
HD has more upside to fair value
(+44.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
SMCI |
| Current Price |
$292.18 |
$43.26 |
| Fair Value Estimate |
$421.26 |
$41.44 |
| Upside to Fair Value |
+44.2%
|
-4.2%
|
| Market Cap |
$291.3B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.7x
|
8.9x
|
| Price / Sales |
1.7x
|
0.7x
|
| Price / FCF |
19.2x
|
—
|
| Revenue Growth YoY |
+5.7%
|
+93.2%
|
| Gross Margin |
33.2%
|
10.8%
|
| Operating Margin |
12.4%
|
7.1%
|
| Return on Equity |
102.7%
|
25.1%
|
| Dividend Yield |
3.18% |
0% |
| FCF Yield |
5.2%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
HD |
SMCI |
| Zone Low |
$315.94 |
$31.08 |
| Zone High |
$358.07 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|