Home Depot Inc vs Hewlett Packard Enterprise Co — how do they compare? Home Depot Inc trades at $333.56 (market cap $332.08B), while Hewlett Packard Enterprise Co trades at $45.47 (market cap $59.01B). The key difference: Home Depot Inc is far larger — about 5.6× Hewlett Packard Enterprise Co's market cap, and Home Depot Inc pays the higher dividend (2.8%). Which is the better fit depends on your goals.
| HD | HPE | |
|---|---|---|
Market Cap | $332.08B | $59.01B |
Sector | Consumer Cyclical | Technology |
52-Week High | $423.42 | $56.14 |
52-Week Low | $297.51 | $19.81 |
Enterprise Value | $393.64B | $74.96B |
Dividend Yield | 2.8% | 1.28% |
Signals from Pluang's Aura AI — not financial advice
Home Depot (HD) trades at $338.87, down 2.63% amid bearish technical signals and mixed fundamental performance. The stock shows strong profitability with 8.41% net margin and 128.38% ROE, but faces margin compression with profit margins declining from 10.87% in 2022 to 9.28% in 2025. Recent earnings show mixed results with Q3 2025 missing expectations while Q4 2025 and Q1 2026 beat estimates. Technical analysis indicates bearish momentum with key support at $321 and resistance at $343.
Despite near-term headwinds, HD maintains strong analyst support with 59% buy ratings and $370.59 consensus target, representing 9.4% upside. The company's robust cash flow generation and Pro business growth provide long-term stability, though rising mortgage rates and housing market sensitivity pose significant risks to near-term performance.
HPE trades at $44.95, down 1.9% today, with a bearish technical signal despite recent earnings beats. The stock shows strong AI infrastructure momentum with a record $6.3 billion backlog, though 2025 net income declined sharply to $57 million. Valuation metrics include a P/E of 42.8 and P/S of 1.6, while analyst consensus favors a Buy rating with a $69.69 price target representing 55% upside potential.
HPE's transformation into an AI infrastructure leader presents significant growth opportunity, supported by strong enterprise demand and improving cash flow projections. Key risks include competitive pressure in AI hardware, execution challenges with Juniper integration, and volatile cash flow patterns. The current valuation appears reasonable given AI growth prospects despite near-term profitability concerns.
Trailing returns across standard periods
Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →