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 2026-05-20.
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
HD has more upside to fair value
(+22.0%).
HD trades at a lower forward P/E
(20.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
VRT |
| Current Price |
$302.44 |
$305.14 |
| Fair Value Estimate |
$369.00 |
$167.83 |
| Upside to Fair Value |
+22.0%
|
-45.0%
|
| Market Cap |
$301.2B |
$116.8B |
| Forward P/E |
20.5x
|
75.0x
|
| EV / EBITDA |
16.5x
|
50.1x
|
| Price / Sales |
2.0x
|
10.8x
|
| Price / FCF |
26.6x
|
50.5x
|
| Revenue Growth YoY |
+4.8%
|
+30.1%
|
| Gross Margin |
33.3%
|
36.2%
|
| Operating Margin |
12.7%
|
18.5%
|
| Return on Equity |
110.5%
|
42.1%
|
| Dividend Yield |
2.72% |
0% |
| FCF Yield |
3.75%
|
1.98%
|
| 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 an expanding Pro contractor segment bolstered by the SRS Distribution acquisition. Q1 FY2026 results released May 19 beat both the top and bottom line, with revenue of $41.77B up 4.8% year over year and adjusted EPS of $3.43 versus the $3.41 consensus. Comp sales grew only 0.6% howe…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
HD |
VRT |
| Zone Low |
$276.75 |
$125.87 |
| Zone High |
$313.65 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|