Home Depot, Inc., The

Home Depot, Inc., The

Home Depot (HD) is the largest home improvement retailer in North America, operating several thousand stores across the US, Canada and supplying contractors and do‑it‑yourself customers. With a market capitalisation around $389.10B, its earnings are driven by product sales, pro-services for contractors and an expanding online channel. Investors often watch Home Depot for steady cash flow, a history of share buybacks and dividends, and its ability to manage inventory and supply chains. Performance ties closely to housing activity, renovation cycles and consumer confidence, so revenues can be cyclical. Competition from other big-box retailers and e-commerce players, plus sensitivity to interest rates and commodity costs, are important risks. This summary is general educational information, not personalised advice; investors should consider valuation, risk tolerance, and seek professional advice as appropriate. Past performance is not a guide to future returns and values can fall as well as rise.

Why It's Moving

Home Depot, Inc., The

Home Depot reaffirms 2025 guidance and unveils optimistic 2026 outlook at investor conference, signaling steady growth ahead.

Home Depot held its 2025 Investor and Analyst Conference today, sticking to its fiscal 2025 projections of 3% total sales growth and slightly positive comparable sales while sharing a preliminary 2026 view. CEO Ted Decker highlighted strengthened competitive edges to capture share in a $1.1 trillion market, boosting investor confidence amid housing sector pressures.[1][3]

Sentiment:
🐃Bullish
  • Reaffirmed FY2025 guidance includes ~3% sales growth, $2B from GMS, and 12 new stores, underscoring resilience despite a 5-6% EPS dip from 2024.[1][3]
  • Preliminary 2026 outlook anticipates modest demand pickup from lower rates and replacement cycles, with potential for 4-5% comps in a market recovery scenario driving faster profit growth.[1][2][3]
  • Shares climbed 0.92% to $354.39 Friday as analysts eye the event as a pivot from earnings declines, with JP Morgan forecasting 2.2% SSS and $15.46 EPS.[2]

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Home Depot's stock with a target price of $391.61, suggesting good potential for growth.

Above Average

Financial Health

Home Depot is performing well with strong revenue and cash flow, reflecting a solid business foundation.

Average

Dividend

Home Depot's dividend yield of 2.54% offers moderate income potential for investors. If you invested $1000 you would be paid $25.40 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring HD

Retail Hybrid Model Growth Trends 2025

Retail Hybrid Model Growth Trends 2025

Costco's impressive sales growth, fueled by a 26.1% jump in digital demand, highlights the power of blending physical and online retail. This trend creates an investment opportunity in the e-commerce platforms, payment processors, and logistics companies that enable this successful hybrid model for all retailers.

Published: October 9, 2025

Explore Basket
Consumer Strength: The Retail Rebound

Consumer Strength: The Retail Rebound

A surprising surge in U.S. retail sales, driven by strong automotive and home furnishing purchases, signals continued consumer strength despite economic headwinds. This theme focuses on retailers and manufacturers in these key discretionary sectors that are benefiting from the robust consumer demand.

Published: August 18, 2025

Explore Basket
Next-Generation Antibiotic Innovators

Next-Generation Antibiotic Innovators

With the FDA granting priority review to GSK's new oral antibiotic for gonorrhea, a new front has opened in the fight against drug-resistant bacteria. This theme focuses on the biotechnology companies developing the next generation of antibiotics to address this critical and growing public health need.

Published: August 12, 2025

Explore Basket
Powering The AI Supercluster

Powering The AI Supercluster

OpenAI and Oracle are partnering on a $500 billion project to build a massive AI supercluster in the U.S. This historic infrastructure investment creates a significant opportunity for companies that supply the essential power, cooling, and construction services needed to support this build-out.

Published: July 23, 2025

Explore Basket
Skills Over Scrolls: The Trade School Boom

Skills Over Scrolls: The Trade School Boom

Mike Rowe's proposal to redirect federal grants from elite universities to trade schools could reshape education funding in America. This carefully selected group of stocks includes companies that stand to benefit if billions flow into vocational training—from tool manufacturers to trade schools themselves.

Published: July 1, 2025

Explore Basket
U.S. Homebuilding Rebound

U.S. Homebuilding Rebound

Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.

Published: June 30, 2025

Explore Basket
Aftermath: Philadelphia Reconstruction

Aftermath: Philadelphia Reconstruction

Following a catastrophic explosion in Philadelphia that destroyed multiple homes, these carefully selected stocks represent companies positioned to benefit from urgent rebuilding efforts. Our team of analysts has identified businesses across construction, materials, and infrastructure that may see increased demand during this recovery period.

Published: June 30, 2025

Explore Basket
U.S. Housing Rebound

U.S. Housing Rebound

Tap into the growing strength of America's housing market. Our financial experts have carefully selected companies poised to benefit from the uptick in new home construction and sales, from leading homebuilders to essential material suppliers.

Published: June 30, 2025

Explore Basket
Sleep Well At Night Portfolio

Sleep Well At Night Portfolio

A collection of premium defensive stocks expertly selected by our analysts to help protect your investments during market turbulence. These industry giants offer stability through consistent earnings, reliable dividends, and proven resilience in any economic climate.

Published: June 18, 2025

Explore Basket
Easy Starter Portfolio

Easy Starter Portfolio

Begin your investment journey confidently with this smartly designed collection of stocks. Our professional analysts have carefully selected these assets to give you instant global diversification paired with world-leading companies, creating the perfect foundation for long-term growth.

Published: June 18, 2025

Explore Basket
Second Chance Employers

Second Chance Employers

Looking for investments with heart and smarts? These companies are changing lives through fair chance hiring practices, employing individuals rebuilding their lives after incarceration. Handpicked by our analysts, these forward-thinking businesses aren't just driving social change—they're building loyal workforces that boost their bottom line.

Published: June 17, 2025

Explore Basket
Companies That Give Back

Companies That Give Back

Channel your investments toward companies that make philanthropy a priority. These stocks have been carefully selected by our analysts for their commitment to giving back while building sustainable businesses that could deliver long-term value to investors.

Published: June 17, 2025

Explore Basket
Profit Sharers

Profit Sharers

These established market leaders don't just generate impressive profits—they're committed to sharing that wealth with you. Carefully selected by our analysts, these dividend powerhouses offer both reliable income streams and the stability of industry-leading businesses.

Published: June 17, 2025

Explore Basket
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

Explore Basket
Patient Builders

Patient Builders

Companies that create lasting value through quality and customer trust rather than chasing quick profits. This carefully curated collection showcases market leaders who've proven that patient, sustainable growth leads to superior long-term returns.

Published: June 17, 2025

Explore Basket
Big Payout Candidates

Big Payout Candidates

This carefully selected group of companies is flush with cash and primed to reward investors. Each stock has been handpicked by our analysts for its potential to deliver exceptional returns through special dividends or substantial buybacks above their regular shareholder payouts.

Published: June 17, 2025

Explore Basket

Why You’ll Want to Watch This Stock

📈

Sales Drivers Explained

Home Depot benefits from DIY demand and professional contractors; online growth complements store sales, though revenue can be cyclical with the housing market.

🌍

Market Reach

A large physical footprint across North America and growing e-commerce presence provide scale advantages, but competition and local housing trends vary regionally.

Operational Strengths

Focus on supply‑chain efficiency, inventory management and pro services supports margins, though input costs and logistics risks can affect profitability.

Compare Home Depot with other stocks

AmazonHome Depot

Amazon vs Home Depot

Amazon vs Home Depot: stock comparison

TeslaHome Depot

Tesla vs Home Depot

Tesla vs Home Depot

CostcoHome Depot

Costco vs Home Depot

Costco vs Home Depot: a stock comparison

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

AZO

AutoZone, Inc.

AutoZone is a retailer of auto parts and accessories, providing automotive replacement parts, chemicals, and accessories for domestic and imported vehicles.

AN

AutoNation Inc.

AutoNation Inc. is an automotive retailer that offers a range of automotive products and services.

ANF

Abercrombie & Fitch Co.

Abercrombie & Fitch Co. is an apparel retailer that sells casual apparel and personal care products in stores and online.

Frequently asked questions