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 2026-09-26.
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
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 |
VRT |
| Current Price |
$292.18 |
$253.28 |
| Fair Value Estimate |
$421.26 |
$274.15 |
| Upside to Fair Value |
+44.2%
|
+8.2%
|
| Market Cap |
$291.3B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.7x
|
38.8x
|
| Price / Sales |
1.7x
|
8.5x
|
| Price / FCF |
19.2x
|
33.3x
|
| Revenue Growth YoY |
+5.7%
|
+24.1%
|
| Gross Margin |
33.2%
|
37.5%
|
| Operating Margin |
12.4%
|
19.1%
|
| Return on Equity |
102.7%
|
42.1%
|
| Dividend Yield |
3.18% |
0.1% |
| FCF Yield |
5.2%
|
3.0%
|
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
HD |
VRT |
| Zone Low |
$315.94 |
$205.61 |
| Zone High |
$358.07 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|