HD vs WFC: Which Is the Better Buy?

Side-by-side comparison of The Home Depot, Inc. and Wells Fargo & Company — 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
Wells Fargo & Company · Financial Services
$86.12
+20.4% upside to fair value
Med Conviction Grade B
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 WFC
Current Price $292.18 $86.12
Fair Value Estimate $421.26 $103.68
Upside to Fair Value +44.2% +20.4%
Market Cap $291.3B $260.4B
Forward P/E — —
EV / EBITDA 14.7x 15.6x
Price / Sales 1.7x 2.0x
Price / FCF 19.2x 13.7x
Revenue Growth YoY +5.7% +11.3%
Gross Margin 33.2% 64.5%
Operating Margin 12.4% 21.2%
Return on Equity 102.7% 12.6%
Dividend Yield 3.18% 2.15%
FCF Yield 5.2% 7.3%
Analyst Consensus Strong Buy Hold
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…
WFC — Wells Fargo & Company
Wells Fargo is a diversified U.S. bank with roughly 197,000 employees operating four segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. The business quality is solid but not exceptional: trailing return on equity is 12.6%, TTM net margin is 17.5%, and revenue grew 11.3% year over year in the most recent quarter while…
Accumulation Zones
Metric HD WFC
Zone Low $315.94 $77.76
Zone High $358.07 $88.13
In Buy Zone? Yes Yes
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