HD vs VRTV: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Veritiv 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
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 |
VRTV |
| Current Price |
$292.18 |
$169.99 |
| Fair Value Estimate |
$421.26 |
$93.49 |
| Upside to Fair Value |
+44.2%
|
-45.0%
|
| Market Cap |
$291.3B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.7x
|
5.4x
|
| Price / Sales |
1.7x
|
0.4x
|
| Price / FCF |
19.2x
|
10.4x
|
| Revenue Growth YoY |
+5.7%
|
-19.0%
|
| Gross Margin |
33.2%
|
22.7%
|
| Operating Margin |
12.4%
|
5.9%
|
| Return on Equity |
102.7%
|
48.6%
|
| Dividend Yield |
3.18% |
1.48% |
| FCF Yield |
5.2%
|
9.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
HD |
VRTV |
| Zone Low |
$315.94 |
$70.12 |
| Zone High |
$358.07 |
$79.47 |
| In Buy Zone? |
Yes
|
No
|