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 2026-07-13.
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
HD has more upside to fair value
(+34.6%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
VRTV |
| Current Price |
$343.30 |
$169.99 |
| Fair Value Estimate |
$462.14 |
$96.38 |
| Upside to Fair Value |
+34.6%
|
-43.3%
|
| Market Cap |
$342.3B |
$2.3B |
| Forward P/E |
24.3x
|
7.1x
|
| EV / EBITDA |
16.5x
|
5.4x
|
| Price / Sales |
2.0x
|
0.3x
|
| Price / FCF |
23.9x
|
10.0x
|
| Revenue Growth YoY |
+4.8%
|
-19.0%
|
| Gross Margin |
33.1%
|
22.7%
|
| Operating Margin |
12.4%
|
5.9%
|
| Return on Equity |
113.3%
|
48.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.18%
|
9.99%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
| Metric |
HD |
VRTV |
| Zone Low |
$346.61 |
$72.28 |
| Zone High |
$392.82 |
$81.92 |
| In Buy Zone? |
Yes
|
No
|