The Home Depot, Inc.

NYSE:HD 株式レポート

時価総額：US$301.2b

Home Depot 将来の成長

Future 基準チェック /26

Home Depot利益と収益がそれぞれ年間7.1%と3.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に108.4% 7.6%なると予測されています。

主要情報

7.1%

収益成長率

7.56%

EPS成長率

Specialty Retail 収益成長10.1%
収益成長率3.8%
将来の株主資本利益率108.44%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

分析記事 • Aug 28

Analysts Are Updating Their The Home Depot, Inc. (NYSE:HD) Estimates After Its Second-Quarter Results

The Home Depot, Inc. ( NYSE:HD ) last week reported its latest quarterly results, which makes it a good time for...

Recent updates

Seeking Alpha • May 19

Home Depot: Solid Q1 Earnings, But I'm Waiting For $270 To Buy

Summary Home Depot delivered Q1 beats on revenue and EPS but faces macro headwinds from elevated interest rates and stagnant housing turnover. HD's 2026 guidance is conservative, projecting adjusted EPS growth up to 4% and sales growth of 2.5–4.5%, reflecting pressured operating margins. Despite a 30% stock price decline, HD trades at a premium ~20x forward earnings, leaving a limited margin of safety for new buyers. I rate HD a Hold, with fair value around $273/share; my preferred trade at present is selling cash-secured puts for a $270/share entry price. Read the full article on Seeking Alpha
ナラティブの更新 • May 04

HD: Pro Ecosystem Acquisitions And 2026 Plan Will Support Recovery

Analysts have raised the Home Depot price target by $3. This reflects Q4 results that topped many expectations, renewed confidence in the company's long-term positioning in retail, and ongoing progress in its PRO ecosystem and acquisition driven growth initiatives.
ナラティブの更新 • Apr 18

HD: Pro Ecosystem And Acquisitions Will Drive Post Storm Demand Recovery

Home Depot's analyst fair value estimate is essentially unchanged at about $408. The slight adjustment reflects updated views on the discount rate, modestly higher revenue growth assumptions, a flat profit margin outlook, and a small tweak to the future P/E as analysts factor in recent Q4 results, FY26 guidance, and ongoing Pro ecosystem and acquisition initiatives.
ナラティブの更新 • Apr 04

HD: Pro Ecosystem And AI Tools Will Support Post Storm Demand Recovery

The analyst price target for Home Depot has been nudged lower by about $2 to reflect a fair value update to $408.18, as analysts factor in a slightly higher discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and updated P/E expectations following a wave of recent Q4 driven target revisions across the Street. Analyst Commentary Recent research on Home Depot clusters around a constructive view on long term earnings power, balanced by some caution on the near term macro backdrop and valuation after the Q4 run up.
ナラティブの更新 • Mar 21

HD: Pro Platform And AI Tools Will Support Post Storm Demand Recovery

Home Depot's analyst price target has been lifted by several firms into a roughly $375 to $454 range, with analysts pointing to resilient Q4 results, affirmed FY26 guidance, and ongoing share gains in home improvement as key supports for their updated views. Analyst Commentary Recent Street research around Home Depot centers on how the company is executing through a mixed macro backdrop, the credibility of its FY26 targets, and what that means for valuation after Q4 earnings.
ナラティブの更新 • Mar 07

HD: Pro Ecosystem And AI Tools Will Support Post Storm Demand Recovery

Our Home Depot fair value estimate increases from $398.00 to about $410.27, reflecting analysts' higher price targets following Q4 results and updated models that point to steadier home improvement trends and slightly stronger profitability assumptions. Analyst Commentary Bullish analysts have generally raised their price targets for Home Depot following Q4 results, pointing to stable execution, resilience in home improvement demand and an outlook they view as supportive of higher valuations.
ナラティブの更新 • Feb 20

HD: AI Tools And Pro Trends Will Shape Post Weather Headwind Positioning

Our updated analyst price target for Home Depot moves slightly higher to $398, reflecting modest tweaks to our fair value, discount rate and margin assumptions as analysts point to steady transaction trends into Q4, despite subdued comparable sales expectations and recent weather related pressure on Pro activity. Analyst Commentary Recent Street research on Home Depot is mixed, with some bullish analysts lifting targets and others trimming them slightly as they recalibrate expectations ahead of Q4 earnings.
ナラティブの更新 • Feb 06

HD: Wholesale Expansion And AI Tools Will Support Post Headwind Share Positioning

Our updated Home Depot narrative reflects a slightly lower analyst price target of about $394 per share, as analysts broadly recalibrated their models. They are balancing recent target cuts tied to softer near term trends with fresh upward revisions from firms citing longer term earnings drivers and share gain potential.
ナラティブの更新 • Jan 22

HD: Wholesale Expansion And Tech Investments Will Support Post Headwind Share Gains

Analysts made only a small adjustment to their Home Depot fair value estimate, trimming the target by less than US$1 as they fine tuned assumptions around the discount rate, modest revenue growth, slightly higher profit margins, and a marginally lower future P/E multiple in light of mixed recent price target moves on the stock. Analyst Commentary Recent research on Home Depot reflects a mix of optimism on the long term and caution around the nearer term, with several firms trimming price targets after Q3 results and guidance, while others have recently raised their targets.
ナラティブの更新 • Jan 08

HD: Ongoing Investments And Wholesale Expansion Will Support Post Headwind Share Gains

Analysts have trimmed their Home Depot price targets, with cuts such as US$455 to US$430 and US$475 to US$430, reflecting softer near term demand, recent earnings misses, and the expected impact of lower margin wholesale mix. They still see the company well positioned for a future housing recovery and share gains when conditions improve.
ナラティブの更新 • Dec 13

HD: Ongoing Investments And New Tools Will Support Post Headwind Share Gains

We are trimming our Home Depot fair value estimate by about $5 to reflect the Street wide reset in price targets, as analysts factor in weaker near term demand, modestly lower growth and margins, and a slightly higher discount rate, even as they largely maintain positive long term ratings on the stock. Analyst Commentary Street commentary on Home Depot has shifted more cautious in the near term but remains broadly constructive on the company’s long-term earnings power and market share opportunity.
ナラティブの更新 • Nov 29

HD: Ongoing Investments Will Support Share Gains After Consumer Headwinds Fade

Home Depot's analyst price target has been lowered, with most estimates now in the $375 to $445 range, as analysts cite near-term headwinds including weaker consumer demand, pressured margins, and a tougher housing backdrop. Analyst Commentary Recent analyst commentary on Home Depot highlights a mix of cautious and optimistic outlooks, reflecting challenges in the near term but confidence in the company’s longer-term prospects.
ナラティブの更新 • Nov 15

HD: Accelerating Demand Momentum Will Support Broad-Based Gains In 2025

Home Depot’s analyst price target has been modestly reduced from $437.81 to $433.12. Analysts cite a more challenging near-term outlook for the home improvement sector and delayed recovery expectations, balanced against some signs of improving demand.
分析記事 • Sep 12

Earnings Not Telling The Story For The Home Depot, Inc. (NYSE:HD)

The Home Depot, Inc.'s ( NYSE:HD ) price-to-earnings (or "P/E") ratio of 28.8x might make it look like a sell right now...
分析記事 • Aug 28

Analysts Are Updating Their The Home Depot, Inc. (NYSE:HD) Estimates After Its Second-Quarter Results

The Home Depot, Inc. ( NYSE:HD ) last week reported its latest quarterly results, which makes it a good time for...
ナラティブの更新 • Aug 27

Advanced Supply Chain And Digital Tools Will Transform Remodeling

Analysts have raised Home Depot’s price target as Q2 results showed strengthening demand, robust e-commerce growth, and ongoing Pro initiatives, with optimism tied to potential rate cuts, now valuing shares at $437.56. Analyst Commentary Q2 results indicated improved underlying demand, with momentum carrying into early Q3 and broad-based category strength, including the strongest e-commerce growth since mid-2022.
分析記事 • Aug 01

A Look At The Intrinsic Value Of The Home Depot, Inc. (NYSE:HD)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Home Depot fair value estimate is US$319 With US$368 share...
分析記事 • Jul 19

Some Investors May Be Worried About Home Depot's (NYSE:HD) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 • May 22

The Home Depot, Inc. (NYSE:HD) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

The Home Depot, Inc. ( NYSE:HD ) came out with its first-quarter results last week, and we wanted to see how the...
Seeking Alpha • Apr 16

Home Depot: Resist The Temptation Of Buying The Dip

Summary As expected, Home Depot's share price has come under severe pressure in recent months. The 12% drop, however, does not seem to fully account for broader market risks and the deterioration of business fundamentals. Home Depot's expected returns remain quite low, and I expect the stock to continue to underperform the broader equity market. Read the full article on Seeking Alpha
Seeking Alpha • Mar 31

Home Depot: I Will Buy When It Dips

Summary Home Depot, Inc. ended the year strongly with stable topline performance, high cash reserves, and manageable debt, despite market challenges. The company still has a lot of growth prospects and effective strategies to support its expansion. Stock valuations and technical indicators suggest caution before taking a position. I recommend holding Home Depot, Inc. for now, waiting for a price dip to find a better entry point. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Home Depot: Warnings Signs Are Building As The Company Prepares For Q4 Earnings

Summary The Home Depot, Inc.'s strong performance during the post-COVID housing boom is waning, with recent economic data indicating a slowdown in the housing market and elevated interest rates. The company's third-quarter earnings report showed declining average ticket size, comparable sales, and operating margins, signaling weakening core business performance. HD stock's valuation at 25.84x projected forward GAAP earnings is high, with analysts expecting only 6-8% EPS growth over the next six years. Investors should be cautious ahead of Home Depot's upcoming earnings report, given disappointing consumer spending and broader economic slowdown indicators. Read the full article on Seeking Alpha
Seeking Alpha • Feb 17

Home Depot - Time To Take Profits (Again)

Summary Home Depot is a mature company with limited growth prospects, and its current stock price is overpriced relative to its intrinsic value. The company's operating margins have resumed their pre-pandemic decline, and recent acquisitions raise concerns about management's capital discipline. Despite strong historical performance, insider trading activity suggests insiders believe HD shares have been overpriced for some time. I recommend investors consider selling some HD stock now and waiting for a lower price before buying again. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

Home Depot: Long-Term Tailwind Weighed By Near-Term Visible Headwinds

Summary I am neutral on Home Depot stock due to strong long-term tailwinds but significant near-term headwinds, particularly elevated interest rates impacting consumer and Pro demand. Home Depot benefits from aging U.S. housing stock and rising consumer interest in home renovations, supporting long-term growth prospects. Current macroeconomic conditions, including high interest rates, are negatively affecting big-ticket discretionary spending and Pro customer financing, posing near-term challenges. Market optimism has led to a high forward P/E of 26x, leaving limited upside and potential for de-rating if near-term results falter. Read the full article on Seeking Alpha
Seeking Alpha • Dec 18

The Home Depot Is An Iconic American Company, But It's Overvalued (Rating Downgrade)

Summary Home Depot's stock has recently underperformed the S&P 500. Its slower growth offers stability but lacks upside, with a 5-year EV CAGR forecast of -0.22%. The Buffett Indicator (208% of GDP) signals market-wide overvaluation. HD's intrinsic EV is ~40% below its current level, showing a -62% margin of safety. Strong management ethos and investments in the Pro Ecosystem (45% of sales) ensure long-term stability. However, current valuations suggest Sell for prudent investors. Read the full article on Seeking Alpha
Seeking Alpha • Nov 17

Home Depot Q3 Earnings: Doing The Best It Can Against All Odds

Summary Home Depot's Q3 performance exceeded expectations, driven by hurricane-related sales and the integration of SRS Distribution, leading to an upward revision of FY24 guidance. Despite positive Q3 results, high interest rates and elevated mortgage rates continue to defer larger remodeling projects, posing a significant headwind for Home Depot's growth. The SRS acquisition appears promising, contributing significantly to sales and aligning with Home Depot's strategy to emphasize the Pro segment, though its full impact will take time. Given the current valuation and macroeconomic challenges, I maintain a HOLD rating on Home Depot, as the stock shows little-to-no upside potential at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Nov 07

Wide Moat Shielded Home Depot From Normalising Fundamentals

Summary Home Depot has a wide moat to withstand macro challenges. We face normalising fundamentals as life resumes normal, leading to a slight decline in profitability was observed post-Covid. We expect Home Depot will have a revenue of $39.50B and EPS of $3.69 in Q3 of FY2024. Home Depot is a reasonably safe investment in a recession. However, its slight overvaluation halts our buying proposition. Read the full article on Seeking Alpha
Seeking Alpha • Oct 15

Home Depot: Fed's Pivot And Hurricanes May Trigger Near-Term Tailwinds

Summary Home Depot's intermediate-term prospects are brighter, thanks to the Fed's rate cut, the potential boom in real estate sales, and the boost in home improvement projects. This is on top of the one-time potential hurricane-related sales, as Hurricane Helene and Milton wrecked nearly $160B in damages. Even so, HD's recent rally has been overly done, with it triggering expensive stock valuations and prices - similar to those observed in LOW. If anything, HD's balance sheet continues to deteriorate with inventory levels ballooning - with it triggering moderate uncertainty. With the stock market currently overly exuberant, we may see a market wide pullback occur in the near term, with HD potentially losing part of its recent gains. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:HD - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
2/1/2026164,68314,15612,64616,325N/A
11/2/2025166,18914,58213,92717,649N/A
8/3/2025165,05414,62914,23017,872N/A
5/4/2025162,95214,63915,19418,638N/A
2/2/2025159,51414,80616,32519,810N/A
10/27/2024154,59614,61016,63019,872N/A
7/28/2024152,08914,77216,77819,873N/A
4/28/2024151,83014,87017,88721,055N/A
1/28/2024152,66915,14317,94621,172N/A
10/29/2023153,71415,70417,76221,033N/A
7/30/2023154,87616,23316,26919,638N/A
4/30/2023155,75216,74713,12016,440N/A
1/29/2023157,40317,10511,49614,615N/A
10/30/2022157,29117,09510,16113,206N/A
7/31/2022155,23916,88510,83513,806N/A
5/1/2022152,56516,51911,30414,050N/A
1/30/2022151,15716,43314,00516,571N/A
10/31/2021147,69915,93812,11314,810N/A
8/1/2021144,41515,24111,48413,957N/A
5/2/2021141,35014,76617,01119,412N/A
1/31/2021132,11012,86616,37618,839N/A
11/1/2020125,63112,49018,01920,309N/A
8/2/2020119,31811,82717,50919,973N/A
5/3/2020112,10410,97412,12814,711N/A
2/2/2020110,22511,242N/A13,687N/A
11/3/2019110,93411,105N/A13,795N/A
8/4/2019110,01311,203N/A13,674N/A
5/5/2019109,63711,230N/A13,770N/A
2/3/2019108,20311,121N/A13,165N/A
10/28/2018105,59510,556N/A12,326N/A
7/29/2018104,3199,854N/A12,076N/A
4/29/2018101,9649,020N/A11,448N/A
1/28/2018100,9048,630N/A12,031N/A
10/29/201799,2288,595N/A11,605N/A
7/30/201797,3568,399N/A10,768N/A
4/30/201795,7208,168N/A10,711N/A
1/29/201794,5957,957N/A9,783N/A
10/30/201693,3687,684N/A9,926N/A
7/31/201692,0337,440N/A10,316N/A
5/1/201690,3907,233N/A9,605N/A
1/31/201688,5197,009N/A9,373N/A
11/1/201586,7016,917N/A9,361N/A
8/2/201585,3986,729N/A8,891N/A

アナリストによる今後の成長予測

収入対貯蓄率: HDの予測収益成長率 (年間7.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: HDの収益 ( 7.1% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: HDの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: HDの収益 ( 3.8% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: HDの収益 ( 3.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: HDの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 108.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 10:20
終値2026/05/20 00:00
収益2026/05/03
年間収益2026/02/01

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Home Depot, Inc. 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。61

アナリスト機関
Christopher GrajaArgus Research Company
Peter BenedictBaird
Michael LasserBarclays