HD vs VRT: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
HD has more upside to fair value
(+12.1%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
VRT |
| Current Price |
$337.34 |
$307.34 |
| Fair Value Estimate |
$378.00 |
$272.65 |
| Upside to Fair Value |
+12.1%
|
-11.3%
|
| Market Cap |
$336.0B |
$117.6B |
| Forward P/E |
23.0x
|
88.2x
|
| EV / EBITDA |
18.1x
|
55.3x
|
| Price / Sales |
2.3x
|
11.5x
|
| Price / FCF |
29.7x
|
61.2x
|
| Revenue Growth YoY |
+3.2%
|
+7.6%
|
| Gross Margin |
33.3%
|
34.8%
|
| Operating Margin |
12.7%
|
18.2%
|
| Return on Equity |
110.5%
|
40.3%
|
| Dividend Yield |
2.44% |
0% |
| FCF Yield |
3.37%
|
1.63%
|
| 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 a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
HD |
VRT |
| Zone Low |
$285.00 |
$204.49 |
| Zone High |
$320.00 |
$231.75 |
| In Buy Zone? |
No
|
No
|