HD vs VST: Which Is the Better Buy?

Side-by-side comparison of The Home Depot, Inc. and Vistra Corp. — 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
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction Grade C
QuantHub Verdict
HD has more upside to fair value (+44.2%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HD VST
Current Price $292.18 $140.67
Fair Value Estimate $421.26 $108.27
Upside to Fair Value +44.2% -23.0%
Market Cap $291.3B $47.4B
Forward P/E — —
EV / EBITDA 14.7x 10.3x
Price / Sales 1.7x 3.0x
Price / FCF 19.2x 34.7x
Revenue Growth YoY +5.7% -5.5%
Gross Margin 33.2% 13.0%
Operating Margin 12.4% 2.3%
Return on Equity 102.7% 41.5%
Dividend Yield 3.18% 0.65%
FCF Yield 5.2% 2.88%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
HD — The Home Depot, Inc.
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…
VST — Vistra Corp.
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
Metric HD VST
Zone Low $315.94 $81.20
Zone High $358.07 $92.03
In Buy Zone? Yes No
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