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HD

The Home Depot, Inc.

HD

NYSE·Consumer Cyclical·Home Improvement·Mkt cap $329.2B

$327.83

-0.71%

P/E

22.93

Mkt Cap

$329.2B

52-Wk Range

$289.10–$426.75

52-Week Range

$289.10 - $426.75

P/E

22.93

Fwd P/E

21.86

Beta

0.96

Div Yield

2.80%

Avg Vol

4.5M

Shares Out

996.0M

Mkt Cap

$329.2B

Price action

Price chart

Down 18.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Extensive store network with 2,317 locations providing convenient access and same-day fulfillment capabilities
  • Dual customer focus serving both retail consumers and professional contractors, creating stable revenue streams
  • Integrated omnichannel platform combining physical stores with robust e-commerce presence
  • Professional installation services creating higher-margin revenue and customer loyalty
  • Scale advantages in procurement, supply chain, and vendor relationships

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Home Improvement peers

Growth

Stable outlook

Housing market recovery and increased home renovation spending post-pandemic

Value

Premium valuation to Home Improvement peers

Momentum

Stable

+4.1% over 3m

Quality

Stable

Strong fundamentals

Dividend

Solid

2.80% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 17, 2026

Q3 26 RECAP

AUG 18, 2026

Reported EPS of $4.92 vs $4.73 consensus (+4.0% surprise). Revenue of $47.9B vs $47.2B expected (+1.3%). Beat on both top and bottom lines.

EPS beat +4.0%
Rev beat +1.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+4.0%

Revenue trend · last 8Q

+14%

+9%

+5%

+3%

-4%

+5%

+6%

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

Q1 26

Q2 26

$40.2B

$39.7B

$39.9B

$45.3B

$41.4B

$38.2B

$41.8B

$47.9B

Margins · last 8Q

Gross

33.7%

Operating

14.3%

Profit

10.0%

Wall Street consensus

19 analysts · 68% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

13

68%

Hold

6

32%

Sell

0%

Median Price Target

Latest: RBC Capital · Aug 12, 2026

vs Industry

How HD stacks vs Home Improvement

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.