HD vs V: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Visa Inc. — 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
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
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 |
V |
| Current Price |
$292.18 |
$368.29 |
| Fair Value Estimate |
$421.26 |
$463.00 |
| Upside to Fair Value |
+44.2%
|
+25.7%
|
| Market Cap |
$291.3B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.7x
|
24.0x
|
| Price / Sales |
1.7x
|
15.5x
|
| Price / FCF |
19.2x
|
33.5x
|
| Revenue Growth YoY |
+5.7%
|
+14.4%
|
| Gross Margin |
33.2%
|
80.2%
|
| Operating Margin |
12.4%
|
60.7%
|
| Return on Equity |
102.7%
|
61.3%
|
| Dividend Yield |
3.18% |
0.73% |
| FCF Yield |
5.2%
|
2.98%
|
| 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…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
HD |
V |
| Zone Low |
$315.94 |
$347.25 |
| Zone High |
$358.07 |
$393.55 |
| In Buy Zone? |
Yes
|
Yes
|