NYSE:HD
Home Depot (HD)
282.85
+0.39 (0.14%)
as of Oct 2, 2026, 8:00:00 pm Market Open.
443 watching
Financials 
Technical Analysis 0
PAST TOP PICK
(A Top Pick Mar 14/18, Up 8%) It is very, very well managed. He looks at 10 years ago when operating margins were 10% and they are now 16%. Housing formations are still below trend.
Gordon ReidOwned
specialty stores
HOLD
Earnings came out today and the stock was punished HD is the go-to store for certain products and taking market share from the mom-and-pop shops, like Walmart. They're investing heavily in store technology that will pay off. It has a strong position in its sector, but there remains room for growth, say, outside North America. You won't see 20% upside, but it's a good core holding. US housing will remain strong for longer as interest rates remain low; home renos remain popular. A solid hold.
Jamie Murray Owned
specialty stores
TOP PICK
With the US Fed going dovish, it helps HD. Great management, low interest rates and full employment are also tailwinds. They've doubled revenues since 2008 and have increased their operating margins from 6% to 12%. Good dividend, too. (Analysts’ price target is $202.39)
Gordon ReidOwned
specialty stores
BUY
There is short-term data that says there is short-term housing weakness across North America, but HD is a well-run business. They don't entirely depend on new homes; in fact, they also depend on existing homeowners removating their homes. They can benefit from weather events, short term. The US housing market will remain strong for coming years. A blue chip stock.
Colin StewartOwned
specialty stores
PAST TOP PICK
(A Top Pick Jun 29/18, Down 4%) A play on household formation in the US. With tax reform last year and with HD-N having plans to increase dividends (maybe over 25% growth), he will continue to hold it.
Chris StuchberryOwned
specialty stores
TOP PICK
Housing in the US ran 1-2 million units for 40 years but now is at 1.2 million and there is massive demand. The issue is freeing up land. With high employment in the US, people are feeling good and renovating their homes. (Analysts’ price target is $203.26)
Bruce MurrayOwned
specialty stores
BUY
Likes this for how they've run the company. They have 5-7% revenue growth; 55% of net income comes out in the dividend. They hike the dividend every January/February--good. Demographics favour a robust US housing market. 40% of U.S. homes are 40+ years, which means they need work. One problem could be Amazon getting distribution for Kenmore (taking away sales from stores like HD).
Chris StuchberryOwned
specialty stores
PAST TOP PICK
(A Top Pick Dec 05/17, Down 6%) He has long owned it, but got stopped out of it recently. It's trading at 17.5x PE but in 2008 it was 10x, so not good. Rising mortgage rises and the incentives of home ownership are starting to wear off. He'll return to this when the market recovers. It's 21% off its high, not great.
specialty stores
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