The Home Depot, Inc. operates as a home improvement retailer in the United States and internationally. It sells various building materials, home improvement products, lawn and garden products, and décor products, as well as facilities maintenance, repair, and operations products. The company also offers installation services for flooring, water heaters, bath, garage doors, cabinets, cabinet makeovers, countertops, sheds, furnaces and central air systems, and windows. In addition, it provides tool and equipment rental services. The company primarily serves homeowners; and professional renovators/remodelers, general contractors, maintenance professionals, handymen, property managers, and building service contractors, as well as specialty tradesmen, such as electricians, plumbers, and painters. It sells its products through websites, including homedepot.com; homedepot.ca and homedepot.com.mx; blinds.com, justblinds.com, and americanblinds.com for custom window coverings; thecompanystore.com, an online site for textiles and décor products; hdsupply.com for maintenance, repair, and operations (MRO) products and related services; and The Home Depot stores. The Home Depot, Inc. was incorporated in 1978 and is headquartered in Atlanta, Georgia.

Фундаментальная картина Home Depot демонстрирует сочетание сильных и слабых сторон. С одной стороны, компания показывает выдающиеся показатели по рентабельности, включая ROE и ROA, которые значительно превосходят медианные значения по отрасли. Однако высокие мультипликаторы, такие как P/E и P/B, указывают на возможную переоцененность акций, что может вызвать опасения у инвесторов. Кроме того, соотношение долга к капиталу находится на тревожном уровне, что увеличивает финансовые риски в условиях растущих процентных ставок. Дивидендная доходность отсутствует, что также может негативно сказаться на привлекательности акций для некоторых инвесторов. Тем не менее, рост выручки и чистой прибыли на протяжении последних лет является положительным сигналом. Важно отметить, что компания демонстрирует устойчивость в условиях нестабильного рынка, однако высокие мультипликаторы и долговая нагрузка могут ограничивать дальнейший рост ее акций.

Home Depot, Inc. (The)

Thursday, April 2, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Broadcom Inc. (AVGO), Visa Inc. (V) and The Home Depot, Inc. (HD), as well as a micro-cap stock BayFirst Financial Corp. (BAFN). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-markets Lower on Concerns About Iran
Today's Featured Research Reports
Broadcom’s shares have outperformed the Zacks Electronics - Semiconductors industry over the past year (+100% vs. +98.4%). The company is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy.
Broadcom’s AI segment benefits from custom accelerators and advanced networking technology that support large-scale AI deployments with improved performance and efficiency. Broadcom expects second-quarter fiscal 2026 AI revenues to surge 140% year over year to $10.7 billion.
AVGO’s networking portfolio is gaining from the strong demand for Tomahawk 6 products. The acquisition of VMware has benefited Infrastructure software solutions. A rich partner base is a key catalyst. However, gross margin in the fiscal second quarter is expected to be flat sequentially. High debt level is a headwind.
(You can read the full research report on Broadcom here >>>)
Shares of Visa have declined -11.7% over the past year against the Zacks Financial Transaction Services industry’s decline of -19.1%. The company faces rising client incentives and expenses, which can affect margin growth. The Zacks analyst expects FY26 adjusted costs to rise 11%. Regulatory pressures and potential legislative changes pose additional risks to its fee structure. Regional softness warrants monitoring. The Zacks analyst reiterates our Neutral recommendation on the stock.
Nevertheless, Visa’s strong market position is underpinned by consistent volume-driven growth, acquisitions and technological leadership in digital payments. Expansion in cross-border volumes, rising transactions and investments in AI and stablecoin infrastructure enhance its prospects.
Visa’s first-quarter fiscal 2026 earnings beat estimates. Total revenue rose 15% YoY in the first quarter, along with 12% cross-border growth. A robust financial position, with ample liquidity and shareholder returns, further supports long-term growth.
(You can read the full research report on Visa here >>>)
Home Depot’s shares have declined -8.1% over the past year against the Zacks Retail - Home Furnishings industry’s decline of -9%. The company’s sales and EPS miss in fourth-quarter fiscal 2025. Weak storm-related demand, sluggish big-ticket spending, and margin pressure hurt results. Muted comps and operating deleverage are weighing on profitability, while a cautious outlook reflects persistent housing weakness and limited demand recovery.
Nevertheless, Home Depot’s growth strategy is well-supported by its integrated retail model, digital investments, and Pro-focused initiatives. Seamless connectivity across stores, online platforms, and supply chain is enhancing customer experience and driving higher engagement.
The Pro segment continues to outperform, supported by targeted investments and expanding ecosystem capabilities. The SRS acquisition is contributing to sales growth and market share gains, with early synergy benefits emerging.
(You can read the full research report on Home Depot here >>>)
Shares of BayFirst Financial have underperformed the Zacks Banks - Southeast industry over the past year (-59.1% vs. +21.1%). This microcap company with a market capitalization of $26.58 million is facing near-term challenges, including elevated credit costs tied to legacy SBA runoff, an unfavorable deposit mix increasing funding costs, and a smaller loan base following strategic repositioning. Intense competition may further constrain growth and pricing. Valuation appears attractive at a deep discount to peers.
Nevertheless, BayFirst is undergoing a significant balance sheet transformation, exiting SBA 7(a) lending and completing loan sales to reduce earnings volatility, strengthen capital ratios and reposition as a traditional community bank with improved predictability. Expense rationalization initiatives are driving lower operating costs, supporting margin expansion and operating leverage in 2026.
The company’s core strength lies in its Tampa Bay–Sarasota franchise, diversified loan portfolio and growing fee-based income from treasury management, enhancing revenue stability.
(You can read the full research report on BayFirst Financial here >>>)
Other noteworthy reports we are featuring today include Applied Materials, Inc. (AMAT), Accenture plc (ACN) and UBS Group AG (UBS).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
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Summit's (SMMT) Lead Candidate Progressing Well, Dependency a Woe
While Summit's progress with its experimental cancer drug is encouraging, the lack of pipeline diversification beyond this drug concerns the Zacks analyst.
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Strong Volume Gains Highlight Lamb Weston's (LW) Growth
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New Upgrades
Applied Materials (AMAT) Rides on Strength in AGS Segment
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HubSpot (HUBS) Rides on Growing Customer Base, AI Integration
Per the Zacks analyst, steady multi-hub adoption from enterprise customers will likely drive HubSpot's top line. A strong focus on AI integration across the portfolio is a positive.
Flowserve Pump Division Segment to Benefit Flowserve (FLS)
Per the Zacks analyst, Flowserve will gain from strength in the Flowserve Pump Division segment, driven by solid momentum in aftermarket business. The company's shareholders add to its appeal.
New Downgrades
High Labor Costs and Aircraft Delivery Delays Hurt Allegiant (ALGT)
The Zacks analyst is worried about the aircraft delivery delays, which are hurting Allegiant's fleet-related plans. High labor costs remain another cause for concern.
Macroeconomic Woes, Tough Rivalry Weigh on Chemed (CHE)
The Zacks analyst is concerned with Chemed's exposure to macroeconomic pressures, including tariffs and inflation, which may affect its results. Fierce competitive pressures add to the risks.
Soft OSB Segment and Macro Woes Hurt Louisiana-Pacific (LPX)
Per the Zacks analyst, Louisiana-Pacific is facing pressure from lower selling prices and reduced OSB sales volumes due to a weaker housing market and ongoing affordability challenges.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Stock Reports for Broadcom, Visa & Home Depot

The Bahl & Gaynor Income Growth ETF is seeing unusually high volume in afternoon trading Thursday, with over 496,000 shares traded versus three month average volume of about 52,000. Shares of BGIG were down about 0.1% on the day.
Components of that ETF with the highest volume on Thursday were Exxon Mobil, trading off about 0.2% with over 12.9 million shares changing hands so far this session, and Microsoft, up about 0.1% on volume of over 9.5 million shares. Corning is the component faring the best Thursday, higher by about 2.5% on the day, while Home Depot is lagging other components of the Bahl & Gaynor Income Growth ETF, trading lower by about 2.6%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Thursday's ETF with Unusual Volume: BGIG

(RTTNews) - The Home Depot (HD) on Tuesday announced that it has named Dr. Franziska Bell as Executive Vice President and Chief Technology Officer, effective April 6.
In her new role, Bell will oversee the company's technology strategy, product management, data and artificial intelligence initiatives, with a focus on enhancing the customer and associate experience.
Bell most recently served as Chief Data, AI and Analytics Officer at Ford Motor Company, where she led AI transformation efforts. She has also held senior technology roles at BP, Uber Technologies and Toyota.
"The Home Depot is a project retailer, and customers engage with us across multiple touch points - whether that's online, in our aisles or increasingly, with AI," said Ted Decker, chair, president and CEO of The Home Depot. "Fran is a respected leader in data science and AI, and she understands the power of technology to improve the customer experience. Her expertise will be invaluable as we invest to remove friction and make home improvement seamless for our associates and customers."
"I've always believed that the most powerful technology is the kind you don't notice, because it's busy behind the scenes making your life easier," said Fran Bell. "Joining a customer-first brand like The Home Depot is an incredible opportunity to put technology and AI to work where it matters most—helping homeowners confidently take on their first renovations or giving Pro contractors the digital tools they need to grow their businesses. I look forward to working with this incredible team to build even smarter ways to get the job done."
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Home Depot Names Franziska Bell Chief Technology Officer

The Home Depot Inc. HD continues to face pressure in big-ticket discretionary categories, raising questions about whether the slowdown is cyclical or more structural. While fiscal 2025 comparable sales (comps) turned marginally positive, management acknowledged that demand for larger projects remains constrained, reflecting ongoing weakness in housing turnover and consumer confidence.
Big-ticket transactions above $1,000 grew modestly in the fourth quarter of fiscal 2025, but this strength was largely driven by repair-and-maintenance categories such as plumbing, electrical and power tools rather than high-value discretionary remodels. This shift underscores a cautious consumer mindset, where spending is skewed toward essential upgrades rather than large-scale renovations.
Macro headwinds remain a key overhang. Elevated mortgage rates, high home prices and historically low housing turnover continue to suppress demand for major home improvement projects. Management highlighted that customers delaying home purchases are also postponing significant investments, opting instead for smaller, necessity-driven spending.
Importantly, the company has yet to see a meaningful rebound in big-ticket discretionary demand, which management views as a “telltale” indicator of a broader market recovery. Until housing activity improves and consumer confidence strengthens, this category is likely to remain under pressure.
That said, Home Depot continues to gain share through its Pro ecosystem, digital capabilities and supply chain investments. While the current slowdown appears cyclical, tied to macro and housing constraints, the timing of recovery in big-ticket demand remains uncertain, keeping near-term growth expectations measured.
How Do Lowe’s & Floor & Decor Fare Amid Big-Ticket Slowdown?
Peers like Lowe’s Companies Inc. LOW and Floor & Decor Holdings Inc. FND are also contending with a slowdown in big-ticket discretionary demand, as elevated rates and weak housing turnover pressure large project spending across the home improvement landscape.
Lowe’s faces pressure in big-ticket discretionary DIY projects, as cautious consumers delay large home investments amid elevated mortgage rates and housing market volatility. Management highlighted persistent weakness in high-value spending, despite stable demand in Pro, online and smaller repair-driven categories. While structural housing demand remains intact, the recovery in big-ticket items appears gradual, suggesting a cyclical slowdown rather than a lasting shift.
Floor & Decor is seeing pressure from a slowdown in large discretionary flooring projects, as softer existing home sales and tighter budgets push customers toward smaller jobs and lower-spec products. Transactions declined, and average ticket slipped, reflecting cautious spending. Management noted value-seeking behavior among Pros and homeowners, though January showed modest improvement. With housing demand still uncertain, the big-ticket slowdown appears cyclical, but recovery timing depends on broader macro and housing trends.
The Zacks Rundown for HD
HD’s shares have lost 11.5% in the past year compared with the industry’s 16.5% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, HD trades at a forward price-to-earnings ratio of 21.23X, higher than the industry’s average 19.17X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HD’s fiscal 2026 and 2027 earnings implies year-over-year growth of 2.3% and 8.8%, respectively. Earnings estimates for fiscal 2026 and 2027 have moved down 0.9% and 0.4%, respectively, in the past 30 days.
Image Source: Zacks Investment Research
HD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Home Depot Faces Big-Ticket Slowdown: Temporary or Trend?

Key Points
Many top S&P 500 components are already in their own individual corrections or bear markets.
Stocks at lower prices aren't always good values.
Identifying stocks that are down for the wrong reasons can pay off in the long run.
The Nasdaq Composite (NASDAQINDEX: ^IXIC) and S&P 500 (SNPINDEX: ^GSPC) are in the red year to date. The Nasdaq Composite is down more than 10% from its high, while the S&P 500 is 7% off its high.
That puts the Nasdaq into a correction, which is a drop of at least 10% off a recent high but less than 20%. A sustained period in which an index is 20% below its high is known as a bear market. The S&P 500 could be headed there, too.
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Here's why it feels like both indexes should be down even more, and how to find stocks to buy during a correction, as well as ones to avoid.
Big names, big drops
This year marks a noticeable step change from the megacap growth-driven market of 2023-2025. Instead of the largest companies pole-vaulting the broader market to new heights, many lower-weighted sectors, like energy, materials, industrials, utilities, and consumer staples, are holding up, while growth-focused sectors are falling.
Here's a look at the year-to-date performance of the top 10 largest S&P 500 stocks by market cap.
As you can see in the chart, almost all of them are already in their own individual corrections, and four out of 10 of the largest S&P 500 components are down by more than 20% from their 52-week highs. Investors who are heavily exposed to megacap, industry-leading companies may be down far more than the major indexes in 2026.
Corrections can be healthy
The market was extremely top-heavy heading into 2026 -- with roughly half of the S&P 500's market cap tied to just 20 stocks. Since many of these companies are valued more for their future earnings potential than what they are making today, the S&P 500's valuation was significantly higher than its historical average. In this vein, a correction isn't the worst thing in the world, and for some stocks, it may be justified.
One of the biggest mistakes investors can make during corrections and bear markets is assuming that, just because a stock is down a lot from its high, it's a good value. For starters, sometimes stocks can run up too far, too fast, leading investors to anchor to a price that was probably too inflated to begin with. A good example is Palantir Technologies (NASDAQ: PLTR), which is in its own bear market, down 28% off its high.
The company is landing major high-profile deals and growing rapidly, but its stock trades at 122 times 2026 earnings estimates and 86 times 2027 estimates -- putting a lot of pressure on Palantir to keep delivering blowout results. While Palantir may be down from its highs, the stock isn't even remotely on sale and remains worth avoiding.
A far superior approach than chasing high-flying companies is to identify great businesses that don't need everything to go right to reward patient shareholders.
Buy beaten-down blue chip stocks hiding in plain sight
Companies with a long runway for earnings growth can become too cheap to ignore if they stay beaten down. For example, Nvidia and Meta Platforms are both cheaper than the S&P 500, based on forward earnings, so investors who believe both companies can keep growing are getting a chance to buy these stocks at a bargain. Granted, some investors may be concerned about the payoff of artificial intelligence (AI) investments.
The good news is that there are plenty of top-tier blue chip companies that are beaten down for reasons that have nothing to do with AI.
The Home Depot (NYSE: HD) is a great example, as it's a well-known nationwide powerhouse. Investors are concerned about declines in consumer spending and a prolonged housing market that has led to sluggish housing turnover and weak demand for home-improvement projects.
But Home Depot is a sleeping giant because it has made key acquisitions during the current downturn -- especially in the professional contractor space -- that could make it well-positioned to rapidly recover when the cycle turns.
Home Depot is out of favor because impatient investors don't want to wait for the cycle to turn. But long-term investors can step in and buy the stock for just 22.5 times earnings, which is dirt cheap, given that the valuation is based on trailing earnings from the worst of the current downturn. In the meantime, investors can collect a sizable 2.8% yield from Home Depot, which pays a highly reliable dividend and has raised its payout for 16 consecutive years.
Staying even-keeled during corrections
No one likes losing money. And if the Nasdaq and S&P 500 both fall into correction territory, it will likely mean even more short-term pain.
Smart investors can compound their long-term returns by buying excellent companies at compelling valuations -- especially those that are selling off due to fearful sentiment or cyclical factors. Home Depot is one such stock that's worthy of your consideration.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

What Happens If the Nasdaq and S&P 500 Both Fall Into Correction Territory?

Home Depot (HD) ended the recent trading session at $328.43, demonstrating a -1.23% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily loss of 1.74%. Elsewhere, the Dow lost 1.01%, while the tech-heavy Nasdaq lost 2.38%.
Prior to today's trading, shares of the home-improvement retailer had lost 11.47% lagged the Retail-Wholesale sector's loss of 3.4% and the S&P 500's loss of 4.99%.
The upcoming earnings release of Home Depot will be of great interest to investors. In that report, analysts expect Home Depot to post earnings of $3.42 per share. This would mark a year-over-year decline of 3.93%. Simultaneously, our latest consensus estimate expects the revenue to be $41.53 billion, showing a 4.2% escalation compared to the year-ago quarter.
For the full year, the Zacks Consensus Estimates project earnings of $15.03 per share and a revenue of $171.13 billion, demonstrating changes of +2.31% and +3.91%, respectively, from the preceding year.
Any recent changes to analyst estimates for Home Depot should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.53% decrease. At present, Home Depot boasts a Zacks Rank of #3 (Hold).
From a valuation perspective, Home Depot is currently exchanging hands at a Forward P/E ratio of 22.13. This valuation marks a premium compared to its industry average Forward P/E of 18.61.
Also, we should mention that HD has a PEG ratio of 3.63. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. HD's industry had an average PEG ratio of 1.42 as of yesterday's close.
The Retail - Home Furnishings industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 210, positioning it in the bottom 15% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Home Depot (HD) Stock Moves -1.23%: What You Should Know

The Home Depot, Inc. HD, through its subsidiary SRS Distribution Inc., entered into a definitive agreement to acquire Mingledorff's, Inc., a well-established wholesale distributor of heating, ventilation and air conditioning (HVAC) equipment, parts and supplies. Mingledorff’s operates a network of 42 locations across five southeastern U.S. states and serves both residential and commercial customer segments.
This acquisition represents a strategic step forward for Home Depot as it continues to enhance its value proposition for Pro customers. SRS has already developed a strong position in specialty trade distribution, with exposure to roofing, interior and construction materials, landscaping products and pool supplies. By bringing Mingledorff’s into the portfolio, the company is entering HVAC distribution as a new vertical, significantly expanding its capabilities and service offerings.
Mingledorff’s contributes a robust distribution infrastructure, a broad and diversified product portfolio and long-standing customer relationships. These attributes are highly complementary to SRS’ existing platform. They are expected to strengthen the combined entity’s ability to capture greater market share within the fragmented building materials distribution industry. HVAC distribution alone is estimated to represent a $100 billion addressable market. This addition meaningfully expands the total addressable market for Home Depot to approximately $1.2 trillion.
Home Depot identified SRS as a critical growth engine and noted that the acquisition will support greater innovation and deeper engagement with its Pro customer base. SRS emphasized that the addition of HVAC distribution enhances its ability to provide a comprehensive, single-source solution across multiple product categories. Following the completion of the transaction, Mingledorff’s will continue to operate under its current leadership team within the SRS organization. The deal is expected to be closed in the second quarter of fiscal 2026.
How Do Lowe’s & Floor & Decor Fare?
Lowe's Companies, Inc. LOW in the fourth quarter of 2025, reported quarterly total sales of $20.6 billion, an increase from $18.6 billion in the prior-year quarter. Comparable sales for Lowe’s rose 1.3%, driven by continued growth across Pro, online and home services segments, along with strong holiday performance, reflecting steady demand and operational momentum.
Floor & Decor Holdings, Inc. FND reported fourth-quarter 2025 net sales of $1,129.7 million, reflecting a 2% increase from $1,107.4 million in the same period of fiscal 2024. However, Floor & Decor’s comparable store sales declined 4.8%, reflecting pressure from softness in existing home sales activity and a shift toward smaller flooring projects, indicating mixed performance during the quarter.
The Zacks Rundown for HD
HD’s shares have lost 8.6% over the past year compared with the industry’s 14.6% decline. HD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Image Source: Zacks Investment Research
From a valuation standpoint, HD trades at a forward price-to-earnings ratio of 24.43X, higher than the industry’s average 21.79X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HD’s current and next fiscal year earnings implies year-over-year growth of 2.3% and 8.8%, respectively.
Image Source: Zacks Investment Research
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Home Depot to Acquire Mingledorff's, Expand Into HVAC Market

The Home Depot, Inc. HD and Floor & Decor Holdings, Inc. FND operate within the U.S. home improvement space, catering to both do-it-yourself (DIY) customers and professional (Pro) contractors. Both companies are currently navigating a similar macro environment, defined by subdued housing turnover, elevated interest rates and cautious discretionary spending, which continues to weigh on large remodeling projects. Despite these shared headwinds, their business models and growth strategies differ meaningfully.
Home Depot, with a market capitalization of about $330 billion, remains the industry leader. It operates 2,359 retail stores and more than 1,250 SRS locations across all 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, 10 Canadian provinces and Mexico. Its competitive advantage lies in its deep integration across retail and professional supply channels, strong vendor partnerships and a well-developed Pro ecosystem, enabling it to drive consistent share gains even in a slower demand environment.
Floor & Decor, valued at around $6 billion, operates more than 270 warehouse-format stores and five design studios across 39 states. The company is a category-focused specialty retailer concentrated on hard surface flooring and related products. Its model emphasizes a broad in-stock assortment, value-oriented pricing and a growing focus on professional customers, supported by ongoing investments in store expansion, supply-chain capabilities and Pro engagement initiatives.
With both companies operating against an uncertain demand backdrop, the key question for investors is which business is better-positioned to capitalize on a recovery in housing and renovation activity while continuing to gain market share in the interim.
The Case for HD
Home Depot’s long-term strategy is increasingly centered on strengthening its Pro ecosystem, supported by investments across distribution, capabilities and customer engagement. Through platforms like SRS and GMS, the company is expanding its presence in specialty building materials and creating cross-selling opportunities across multiple verticals. This strategy is further reinforced by the planned acquisition of HVAC distributor Mingledorff’s, which adds another vertical and significantly expands its total addressable market, positioning Home Depot to capture a greater share in the highly fragmented Pro supply chain.
The company is also advancing its digital capabilities to better serve the evolving needs of professional customers. Its enhanced Pro platform integrates project planning, purchasing and order management into a single interface, allowing contractors to manage complex workflows more efficiently. AI-powered tools, including material list generation, help Pros quickly estimate and organize projects, reducing manual effort and improving productivity across job sites.
Building on these capabilities, Home Depot is introducing industry-first innovations aimed at solving real operational pain points. The rollout of real-time delivery tracking for big and bulky materials provides minute-by-minute visibility into delivery routes and timing, enabling contractors to better coordinate labor and avoid costly delays. This focus on last-mile transparency and precision strengthens its value proposition and differentiates it within the Pro segment.
At the same time, the company continues to leverage its interconnected retail model, where stores and digital channels operate seamlessly together. With a significant portion of online orders fulfilled through stores and continued growth in digital engagement, Home Depot is improving convenience and driving higher customer interaction. Investments in delivery, fulfillment and customer experience are further enhancing its ability to serve both DIY and Pro customers effectively.
At the same time, performance reflects ongoing macro and operational pressures. Larger discretionary projects remain constrained, and margin performance has been impacted by mix shifts, acquisition-related costs and operating deleverage. Additionally, elevated mortgage rates, low housing turnover and persistent consumer uncertainty continue to limit project activity, particularly in big-ticket categories.
The Case for FND
Floor & Decor’s long-term growth strategy is anchored in aggressive store expansion and category specialization, enabling it to steadily gain share in the fragmented hard-surface flooring market.
The company opened 20 warehouse-format stores in fiscal 2025 and plans to open another 20 in 2026, progressing toward its long-term goal of 500 warehouse-format stores across the United States. Recent openings across markets such as Texas, New York, North Carolina and California reflect its continued geographic expansion and ability to penetrate both core and emerging markets, supporting sustained top-line growth.
A key pillar of its strategy is strengthening its Pro business, which represents approximately 50% of total sales and continues to grow faster than the overall business. Floor & Decor is investing in supply house capabilities, particularly in installation materials, while also working toward a relaunch of its Pro loyalty program with enhanced personalization and engagement features. These initiatives are designed to increase wallet share, improve retention and create higher switching costs, reinforcing its competitive positioning with professional customers.
The company is also focused on improving operational efficiency through targeted supply-chain and productivity initiatives. Efforts to enhance distribution center performance, reduce lead times and improve inventory flow are expected to strengthen in-stock levels and drive better inventory turns. At the same time, disciplined sourcing and diversification have enabled the company to manage tariff pressures effectively, supporting stable gross margin performance even as it continues to invest in its infrastructure.
Floor & Decor continues to differentiate itself through a value-driven merchandising strategy, offering a broad in-stock assortment of hard-surface flooring at competitive price points. The company is actively adapting to changing customer behavior, particularly the shift toward smaller projects and increased price sensitivity, by introducing targeted offerings and value-focused SKUs. Its ability to align product assortment with evolving demand trends positions it well to capture share, especially among cost-conscious Pro customers.
However, near-term pressures remain evident. Comparable store sales declined in the fourth quarter fiscal 2025, driven by lower transaction volumes and continued weakness in housing activity, alongside weather-related disruptions that impacted the early 2026 performance. While January showed some improvement, visibility remains limited, and demand recovery is expected to be gradual.
How Does the Zacks Consensus Estimate Compare for HD & FND?
The Zacks Consensus Estimate for Home Depot’s current fiscal year indicates a 3.9% increase in sales and 2.3% growth in EPS from last year's actuals. For the next fiscal year, the consensus estimate indicates a 4.3% rise in sales and 8.8% growth in earnings. The consensus estimate for EPS for the current fiscal year has been increased by 10 cents to $15.03 over the past 30 days, while for the next fiscal year, it has fallen by 17 cents to $16.35.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Floor & Decor’s current financial-year sales and EPS implies growth of 6.5% and 8.9%, respectively, from the year-ago period’s actuals. For the next fiscal year, the consensus estimate indicates an 8.1% rise in sales and 18.7% growth in earnings. The consensus estimate for EPS for the current fiscal year has been increased by 1 cent to $2.09 over the past 30 days, while for the next fiscal year, it has declined by 4 cents to $2.48.
Image Source: Zacks Investment Research
HD vs. FND: A Look at Past YTD Stock Performance
Home Depot shares have declined 3.2% so far in the year, whereas Floor & Decor has tumbled 15.5% over the same period.
Image Source: Zacks Investment Research
Dive Into Stock Valuations of HD & FND
Home Depot is trading at a forward 12-month price-to-earnings (P/E) ratio of 21.74, below its one-year median of 23.80. Meanwhile, Floor & Decor’s forward P/E ratio stands at 23.58, below its median of 34.43.
Image Source: Zacks Investment Research
HD or FND: Which Is the Better Bet Now?
Both Home Depot and Floor & Decor are strengthening their Pro capabilities and investing in technology to navigate a challenging demand backdrop, but Home Depot appears better-positioned for investors at this point. Its larger scale, integrated retail and distribution model, and expansion into new verticals provide a more resilient growth foundation. While Floor & Decor continues to grow through store expansion and Pro initiatives, its narrower category focus and higher sensitivity to demand trends make its near-term performance more volatile. Overall, Home Depot’s scale, diversification and stronger Pro ecosystem give it an edge for now.
Both Home Depot and Floor & Decor carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Home Depot vs. Floor & Decor: Which Home Improvement Stock Is Better?

Key Points
Wall Street's consensus forecasts say the information technology and consumer discretionary sectors will beat the S&P 500 in the next year.
The Vanguard Information Technology ETF provides exposure to hundreds of companies likely to benefit from artificial intelligence and digital transformation.
The Vanguard Consumer Discretionary ETF provides exposure to hundreds of companies likely to perform well during periods of strong economic growth.
The consensus forecast among Wall Street analysts says the S&P 500 (SNPINDEX: ^GSPC) will reach 8,338 in the next year, according to FactSet Research. That implies 28% upside from its current level of 6,506.
However, analysts anticipate more upside in two stock market sectors:
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The consensus estimate says the information technology sector will reach 7,215 over the next year. That implies 39% upside from its current level of 5,203.
The consensus estimate says the consumer discretionary sector will reach 2,244 over the next year. That implies 30% upside from its current level of 1,725.
Investors can get exposure to those stock market sectors by purchasing shares of the Vanguard Information Technology ETF (NYSEMKT: VGT) and the Vanguard Consumer Discretionary ETF (NYSEMKT: VCR). Here are the important details.
1. Vanguard Information Technology ETF
The Vanguard Information Technology ETF measures the performance of 318 companies in the information technology sector, which includes three major segments: software and cloud services, technology hardware and equipment, and semiconductors and semiconductor manufacturing equipment.
The top five holdings are:
Nvidia: 18.1%
Apple: 15.8%
Microsoft: 10.4%
Broadcom: 4.3%
Micron Technology: 2.4%
The Vanguard Information Technology ETF advanced 1,570% during the last two decades, which is equivalent to 15.1% annually. That is more than double the S&P 500's total return of 636% (10.5% annually). Indeed, the information technology sector was the best-performing stock market sector during the last decade due to the proliferation of cloud computing and artificial intelligence (AI).
Risks to the information technology sector include cyclical revenue, especially in the semiconductor industry. Additionally, market sentiment surrounding artificial intelligence has been complicated lately. Investors are worried that hyperscalers are overspending on AI infrastructure, but they are also concerned that AI will disrupt the software industry.
Here's my take: This Vanguard index fund provides easy exposure to many companies likely to benefit from AI, which may be the most transformative technology in decades. The fund is also cheap with an expense ratio of 0.09%. My only reservation is concentration risk. Three companies account for 44% of its performance. Investors comfortable with that risk should consider buying a small position today.
2. Vanguard Consumer Discretionary ETF
The Vanguard Consumer Discretionary ETF measures the performance of 286 companies in the consumer discretionary sector, which spans manufacturing and services. The index fund is most heavily exposed to companies in the broadline retail, automobile manufacturing, restaurant, hotel and cruise line, and home improvement industries.
The top five holdings are, as listed by weight:
Amazon: 23.4%
Tesla: 16.6%
Home Depot: 5.3%
McDonald's 3.7%
TJX Companies: 2.7%
The Vanguard Consumer Discretionary ETF added 731% over the past two decades, which is equivalent to 11.1% annually. That beats the S&P 500's total return of 636% (10.5% annually). Indeed, the consumer discretionary sector was the second best performing stock market sector during the past 20 years because of the proliferation of e-commerce.
Risk to the consumer discretionary sector include tariffs and rising gasoline prices, both of which could reduce consumer spending, which is the most consequential driver of economic growth. "The sector is highly exposed to economic conditions and thus vulnerable to a slowing economy and reduced consumer confidence and spending," according to the Charles Schwab Center for Financial Research.
Here's my take: This Vanguard index fund is likely to perform well during periods of strong economic growth. It is relatively cheap with an expense ratio of 0.09%, but it is also very concentrated. Three companies account for 45% of its performance. Investors comfortable with that risk should consider buying a small position today.
I would start with a small position because the economy is in a somewhat precarious spot right now. Tariffs have coincided with a slowdown in GDP and jobs growth, and rising oil prices could push the economy into a recession, according to Moody's chief economist Mark Zandi. In that scenario, consumer discretionary stocks would probably fall more sharply than the broader S&P 500, as would technology stocks.
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Charles Schwab is an advertising partner of Motley Fool Money. Trevor Jennewine has positions in Amazon, Nvidia, and Tesla. The Motley Fool has positions in and recommends Amazon, Apple, FactSet Research Systems, Home Depot, Micron Technology, Microsoft, Moody's, Nvidia, TJX Companies, and Tesla and is short shares of Apple. The Motley Fool recommends Broadcom and Charles Schwab and recommends the following options: short March 2026 $100 calls on Charles Schwab. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Buy 2 Vanguard Index Funds to Beat the S&P 500 in the Next Year, According to Wall Street

The S&P 500 Index ($SPX) (SPY) on Monday closed up +1.15%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +1.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.22%. June E-mini S&P futures (ESM26) rose +1.14%, and June E-mini Nasdaq futures (NQM26) rose +1.29%.
Stocks settled sharply higher on Monday as crude oil prices plunged more than -10% after President Trump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war. Mr. Trump said the US held productive talks on a comprehensive resolution of hostilities in the Middle East and that the discussion would continue throughout the week.
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Stocks fell back from their best levels Monday afternoon when a statement was released from a military adviser to Iranian Supreme Leader, Mohsen Rezaee, that said the war will continue until all damages to Iran are compensated, all economic sanctions are lifted, and legal international guarantees are obtained to prevent US interference in Iran.
Global bond yields fell from their highs on Monday and turned lower, a supportive factor for stocks, on news of a possible end to the war in Iran. Bond yields had risen on concerns that soaring energy prices from the Iran war would stoke inflation. The 10-year T-note yield fell from an 8-month high on Monday at 4.44% and fell -5 bp to 4.33%. Also, the 10-year German Bund yield fell from a 14.75-year high of 3.08%, and the 10-year UK Gilt yield fell from a 17.75-year high of 5.12%.
Stock index futures initially fell sharply in overnight trading after President Trump gave Iran until Monday evening to reopen the Strait of Hormuz. President Trump on Saturday issued a 48-hour ultimatum for Iran to "fully open" the Strait of Hormuz or the US will obliterate Iran’s various power stations. The ultimatum, which expires at 7:44 p.m. Eastern time on Monday, was met with harsh rhetoric from Iran, with one senior Iranian official saying that if such an attack were to occur, the headquarters and assets of financial entities that buy US Treasury bonds are "legitimate targets" for attack. Iran also said that it would mine the “entire Persian Gulf” and block all access routes through the Strait if its power plants were attacked.
Iran carried out fresh strikes across the Persian Gulf over the weekend, with the UAE reporting drone and missile attacks on Monday. The International Energy Agency said that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends.
Crude oil prices (CLK26) remain high despite attempts to boost global supplies. The IEA on March 11 released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Iran has attacked about 20 vessels in the Persian Gulf and near Hormuz since the conflict began. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.
The markets are discounting an 8% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets settled mixed on Monday. The Euro Stoxx 50 recovered from a 6-month low and closed up +1.33%. China's Shanghai Composite fell to a 6-month low and closed down -3.63%. Japan's Nikkei Stock 225 tumbled to a 2.75-month low and closed down -3.48%.
Interest Rates
June 10-year T-notes (ZNM6) on Monday closed up by +13.5 ticks. The 10-year T-note yield fell -5.2 bp to 4.328%. June T-notes recovered from a 9.5-month nearest-futures low on Monday, and the 10-year T-note yield fell from an 8-month high of 4.441%. T-notes recovered from overnight losses and moved higher today after WTI crude oil prices fell more than -10% when President Trump postponed strikes on Iranian energy infrastructure for five days, pending talks to end the war in Iran. The 10-year breakeven inflation rate fell to a 1.5-week low of 2.311% on Monday, a supportive factor for T-notes.
T-note yields have risen sharply over the past three weeks on concern that surging energy prices from the Iran war will boost inflation and even force the Fed to tighten monetary policy.
European government bond yields gave up early gains on Monday and moved lower. The 10-year German bund yield fell from a 14.75-year high of 3.077% and finished down -3.9 bp to 3.005%. The 10-year UK gilt yield fell from a 17.75-year high of 5.121% and finished down -7.4 bp to 4.02-%.
The Eurozone Mar consumer confidence index fell -4.0 to a nearly 2.5-year low of -16.3, weaker than expectations of -14.2.
ECB Governing Council member Peter Kazimir said, "The ECB can do little about the inflation spike in the next few months, but if we judge that the risk of inflation remaining above our target for a prolonged period is significant, we will act with appropriate forcefulness to bring inflation back down to our target."
Swaps are discounting a 68% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
The Magnificent Seven technology stocks moved higher on Monday, a supportive factor for the overall market. Tesla (TSLA) closed up more than +3%, and Amazon.com (AMZN) closed up more than +2%. Also, Apple (AAPL), Meta Platforms (META), and Nvidia (NVDA) closed up more than +1%. In addition, Alphabet (GOOGL) closed up +0.35%, and Microsoft (MSFT) closed up +0.30%.
Airline and cruise line stocks rallied on Monday as crude oil prices sank by more than 10%, potentially lowering fuel costs and boosting corporate profits. Norwegian Cruise Line Holdings (NCLH) closed up more than +6%, and Carnival (CCL) and Royal Caribbean Cruises Ltd (RCL) closed up more than +5%. Also, United Airlines Holdings (UAL) and Alaska Air Group (ALK) closed up more than +4%, and American Airlines Group (AAL) closed up more than +3%. In addition, Delta Air Lines (DAL) and Southwest Airlines (LUV) closed up more than +2%.
Chip stocks and AI-infrastructure companies moved higher on Monday, recovering some of last week’s sharp losses. ASML Holding NV (ASML), Broadcom (AVGO), and ARM Holdings Plc (ARM) closed up more than +3%, and Microchip Technology (MCHP), Marvell Technology (MRVL), and Lam Research (LRCX) closed up more than +2%. Also, Applied Materials (AMAT) and NXP Semiconductors NV (NXPI) closed up more than +1%.
Home builders and building suppliers gained on Monday as the 10-year T-note yield fell -5 bp, a supportive factor for housing demand. Builders Firstsource (BLDR), DR Horton (DHI), Toll Brothers (TOL), and KB Home (KBH) closed up more than +4%. Also, PulteGroup (PHM), Home Depot (HD), and Lennar (LEN) closed up more than +3%.
Apogee Therapeutics (APGE) closed up more than +20% after saying data from a mid-stage trial showed its experimental therapy deepened responses in patients with moderate-to-severe atopic dermatitis.
Palantir Technologies (PLTR) closed up more than +6% to lead gainers in the Nasdaq 100 after saying its Maven artificial intelligence system will become an official program of record for the Pentagon.
Insmed (INSM) closed up more than +5% after saying its study of its Arikayce treatment in patients with lung disease met its primary and all multiplicity-controlled secondary endpoints.
Synopsys (SNPS) closed up more than +3% on news that Elliot Investment Management has made a multibillion-dollar investment in the company and plans to push for changes.
Valvoline (VVV) closed up more than +2% after Stifel upgraded the stock to buy from hold with a price target of $42.
DraftKings (DKNG) closed up more than +1% after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.
Estee Lauder (EL) closed down more than -7% to lead losers in the S&P 500 on news that it is nearing a deal to acquire Puig Brands.
Fair Isaac Corp (FICO) closed down more than -5% after Politico reported Senator Hawley is querying the firm for its mortgage credit scoring.
Thomson Reuters (TRI) closed down more than -2% after Wells Fargo Securities downgraded the stock to equal weight from overweight.
Crown Castle (CCI) closed down more than -1% after Wells Fargo Securities downgraded the stock to equal weight from overweight.
Earnings Reports(3/24/2026)
Concentrix Corp (CNXC), Core & Main Inc (CNM), GameStop Corp (GME), Smithfield Foods Inc (SFD).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.