Home DepotNike

Home Depot vs Nike

Home Depot serves contractors and do-it-yourselfers through a massive store network that captures most of what gets built or repaired in America, while Nike designs and markets premium athletic footwe...

Why It's Moving

Home Depot

Home Depot Analysts Rally Behind Strong Buy Consensus for 2026 Upside

  • Telsey Advisory Group hiked its target to $435 on March 25, spotlighting resilient demand in professional contractor sales.
  • BNP Paribas set a $348 low-end target on March 24, yet the broader 39-analyst median of $415 implies over 25% potential rise from current levels.
  • UBS lifted to $450 in late February, underscoring Home Depot's edge in capturing market share from housing recovery signals.
Sentiment:
🐃Bullish
Nike

Nike's Q2 Turnaround Gains Momentum as North America Surges 9%, Fueling Analyst Optimism for 2026 Rebound

  • North America revenue grew 9% in Q2 2026, highlighting traction in CEO Hill's turnaround strategy during the 'middle innings' of execution.
  • Wholesale revenues rose 8% to $7.5 billion despite tariff pressures trimming gross margins, signaling resilient channel partnerships.
  • Restructuring charges of $300 million from job cuts and Converse realignment aim to slash costs and boost future profitability.
Sentiment:
🐃Bullish

Discover More Comparisons

Home DepotBooking Holdings

Home Depot vs Booking Holdings

Home Depot moves lumber and power tools through thousands of physical stores while Booking Holdings sells hotel nights and flight itineraries entirely online. Both businesses thrive when consumers open their wallets, but their capital structures, margin profiles, and growth levers couldn't look more different. Home Depot vs Booking Holdings breaks down how a bricks-and-mortar giant and a digital travel platform each generate returns and what drives their valuations.

Home DepotToyota

Home Depot vs Toyota

Home Depot dominates home improvement retail across North America with a Pro-customer strategy and supply chain investments that keep contractors and DIYers coming back, while Toyota manufactures and sells vehicles in virtually every country on earth through a legendary production system and one of the most diversified global automotive lineups in the industry. Both are massive cash-flow machines with durable competitive advantages, fiercely loyal customer bases, and long histories of returning capital to shareholders through dividends and buybacks. Home Depot vs Toyota puts two global consumer-facing giants side by side to measure revenue quality, return on invested capital, and how cyclicality in the U.S. housing market compares to cyclicality in global vehicle demand.

Home DepotMcDonald's

Home Depot vs McDonald's

Home Depot supplies contractors and homeowners with everything they need to build and renovate while McDonald's feeds tens of millions of customers every day through a franchise system that's one of the most studied capital-light business models in history. Both companies are consumer-facing juggernauts that deliver enormous scale advantages, pricing discipline, and powerful free cash flow returns to shareholders. The Home Depot vs McDonald's comparison examines how each giant manages same-store growth, navigates consumer spending slowdowns, and allocates its massive cash flows between reinvestment, dividends, and buybacks to keep compounding shareholder value.

Investment Analysis

Home Depot

Pros

  • Home Depot reported 5% year-on-year revenue growth in Q2 FY2025, driven by strong sales in high-value purchases and online growth of 12%.
  • The company maintains a strong dividend with a 2.4% yield and continues to allocate significant capital towards dividends and reinvestment.
  • Home Depot has a broad product range in home improvement, serving both professional and retail customers, supporting revenue stability.

Considerations

  • Return on invested capital declined from 31.9% to 27.2%, indicating some decrease in operational efficiency.
  • There are challenges from subdued demand in large-scale renovation projects and slower inventory turnover affecting sales momentum.
  • Increased competition in the home improvement sector and economic uncertainties may pressure future market share and profitability.
Nike

Nike

NKE

Pros

  • Nike holds a leading position in athletic apparel with a strong global brand and substantial market presence.
  • The company offers growing dividends with a yield around 2.07%, supporting income investors with a long track record of capital return.
  • Nike’s diversified product portfolio and focus on innovation help it target expanding athletic and lifestyle markets worldwide.

Considerations

  • Nike's business faces significant near-term challenges with management working on a turnaround amid tougher market conditions.
  • Recent performance shows pressure on earnings, reflecting execution risks and slowing consumer demand in key product categories.
  • Valuation and stock price have been volatile, influenced by competitive pressures and changing consumer preferences in the athletic apparel sector.

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Aimee Silverwood | Financial Analyst

July 25, 2025

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Home Depot (HD) Next Earnings Date

Home Depot is expected to release its next earnings report on May 19, 2026 before the market opens. This earnings release will cover the company's Q1 2026 financial results, with analysts currently projecting an earnings per share of $3.42. The company will hold a conference call for investors following the announcement to discuss financial results and forward guidance.

Nike (NKE) Next Earnings Date

Nike (NKE) reported its Q3 fiscal 2026 earnings on March 31, 2026, covering the quarter ended February 28, 2026. The next earnings release, for Q4 fiscal 2026, is estimated between June 25-29, 2026 after market close, based on historical patterns. Investors should monitor official announcements for confirmation of the exact date.

Which Baskets Do They Appear In?

Gen-X Core Holdings

Gen-X Core Holdings

These iconic brands shaped the digital revolution and suburban lifestyle we know today. Our analysts have carefully selected these enduring market leaders for their proven track records and strong positions in technology, retail, and automotive sectors.

Published: June 17, 2025

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Frequently asked questions

HD
HD$318.77
vs
NKE
NKE$42.69