NYSE

Home Depot, INC.

2 articles

$336B Market cap · 2026-08-25

@BrokenMoats Jun 24

Broken Moats on X

Travel, housing, biotech and waste stocks rallied while Amazon lagged after weak Prime sales, leaving Target, KB Home and Expedia moves hard to explain.

@catechwilliams Apr 30

catechwilliams on X

$GMS Underfollowed building products distributor, HSD growth, favorable mix shift/ margin, tracking to beat estimates, trading at 10x EPS, 7x EBITDA. Peers at >50% higher multiples. $HD just acquired lower quality peer SRS for 17x EBITDA. GMS = $240 or +150% at that multiple.