NYSE:HD

Home Depot (HD)

337.74
+0.63 (0.19%)
as of Jul 14, 2026, 8:00:00 pm Market Open.
445 watching
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Investor Insights
star iconJul 14, 2026, 12:00 am

This summary was created by AI, based on 20 opinions in the last 12 months.

Home Depot (HD-N) is facing significant challenges this year, being down about 15% amid rising interest rates, which has adversely affected housing activities. Reviewers express concerns regarding the company's earnings outlook, particularly in light of a tumultuous quarter overshadowed by the ongoing US-Iran conflict and high inflation. Despite these hurdles, some reviews indicate a potential for recovery if interest rates stabilize and mortgage rates decrease. Home Depot remains a dominant player in the home improvement sector, with strengths in e-commerce and market share expansion, though the current environment is affecting consumer spending and housing renovations. Analysts maintain a cautious yet hopeful stance, suggesting that the stock could be viewed as a long-term buy if interest rates begin to fall.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
Lowe's,LOW
PAST TOP PICK
(Top Pick Sept 12/06. Up 9.4%.) Housing market is going to level off in the US. Just increased its dividend an will be buying back some stock. Acquired 7 renovation stores in China.
HOLD
American retailers generally, have been hit hard this year, as fears of the slowdown in the US economy. A very well run company, rational competitor, and dominant in geographic areas of the States. Great cash flow generator.
DON'T BUY
The US housing sector is extremely challenging for the analysts. Expected it to bottom out over the summer and come off its lows, but it really hasn’t done much. Still thinks there’s some issues ahead. Would like it to retest its summer’s lows before he would recommend it.
PAST TOP PICK
(A Top Pick Aug 2/06. Up 5.2%.) Would still recommend this one.
TOP PICK
Model price is $51 which is a positive differential of 40%.
TOP PICK
ROE every year is 22/25%. Strong free cash flow. No debt. They buy back a ton of stock. Trades at 10 X earnings. Based on renovations, not new home sales.
BUY
Has fallen off about 20% due to home sell off's. Trades about 10 X earnings. Cheap historically. Will probably take a while to move up because the sentiment is really poor. Well diversified.
TOP PICK
One of the cheapest stocks you can buy.
WEAK BUY
Stock looks cheap from a metric standpoint. Earnings continue to grow and dividend are rising. As the housing slowdown occurs, with this have a negative or positive impact on the stock? Probably a decent entry point.
TOP PICK
The news for the US housing is very negative and the stock has been hit. His model price is $51.92 which is a positive 52% differential. Cheapest it's been in 15 years.
BUY
Near its 52-week low. Trading at a lower price to earnings multiple than any time in its history. People are worried about a slowdown in the housing/renovation market. Has been skidding for a while in spite of increasing its earnings for a year. Very cheap.
DON'T BUY
Not one of his favourite stocks. Management credibility is an issue. They are losing market share to Loews (LTR-N). With interest rates up, the housing market has softened and renovations will also be softening.
BUY
His best contrarian call right now. The stocks are probably discounting a recession. Effectively trading around 8 X earnings. Pristine balance sheet. About $6 billion free cash flow. They buy back their own stock. Pays a dividend.
DON'T BUY
If you want to be in the home renovations market, he would choose Loews (LTR-N) instead. Have a better store format as well as better management. Would be concerned about home building in the US.
TOP PICK
It seems there is an apocalyptic sentiment on anything related to housing. This is driven prices down giving an opportunity to buy at a good price. Trades at 12 X this year's earnings.
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