HD vs SNDK: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Sandisk Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
Sandisk Corporation · Technology
$1,614.39
-25.3% 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 |
SNDK |
| Current Price |
$292.18 |
$1,614.39 |
| Fair Value Estimate |
$421.26 |
$1,206.72 |
| Upside to Fair Value |
+44.2%
|
-25.3%
|
| Market Cap |
$291.3B |
$239.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.7x
|
17.9x
|
| Price / Sales |
1.7x
|
11.8x
|
| Price / FCF |
19.2x
|
20.6x
|
| Revenue Growth YoY |
+5.7%
|
+371.6%
|
| Gross Margin |
33.2%
|
71.5%
|
| Operating Margin |
12.4%
|
61.2%
|
| Return on Equity |
102.7%
|
93.1%
|
| Dividend Yield |
3.18% |
0% |
| FCF Yield |
5.2%
|
4.84%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Sandisk designs and manufactures NAND flash storage solutions, including SSDs, embedded memory, removable cards, USB devices, and wafers, employing roughly 11,100 people from its Milpitas, California headquarters. The business is currently generating extraordinary profitability, with TTM gross margin of 71.5%, operating margin of 61.2%, net margin of 56.5%, and ROE of 93.1%, while revenue grew 37…
Accumulation Zones
| Metric |
HD |
SNDK |
| Zone Low |
$315.94 |
$905.04 |
| Zone High |
$358.07 |
$1,025.71 |
| In Buy Zone? |
Yes
|
No
|