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v0.1
HD.MX$5355.00-3.34%
Fair $5355.00+0.0%

HD.MX

The Home Depot, Inc.

Consumer Cyclical / Home Improvement RetailMexico

$5355.00

-185.00 (-3.34%)

Fairly Valued+0.0%Fair Value $5355.00Fund rank 29/100 · Data gapFallback financials|
SA 22/D
F-Score: 4/9
High DebtMargin CompressionLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $16.3B · quality 50.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

22/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 5.10, above the 2.0 threshold Operating margin has declined for 3 consecutive years ROE is 1.1%, below the 5% threshold
Thesis & Journal · HD.MXLocal privado en este navegador · The Home Depot, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$5.34T

P/E

22.0x

↑

EV/EBITDA

214.5x

↑

ROE

110.5%

↑

Gross Margin

33.3%

↑

Debt/Equity

5.10

↑
52-Week Range$5355
$5050$7861

TradingView lightweight chart

HD.MX price, volumen y niveles de valoración

Último $5,355Periodo +1536.4%
Fair value: $5,355

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+1.5%

FCF CAGR

+3.2%

FCF margin

7.7%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $164.68B · net income $14.16B · FCF $12.65B

2023-FY → 2026-FY

Gross margin

33.3%-0.2% pts

Operating margin

12.7%-2.6% pts

Net margin

8.6%-2.3% pts

FCF margin

7.7%+0.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$164.68B$164.68B$159.51B$152.67B$157.40B
Net Income$14.16B$14.16B$14.81B$15.14B$17.11B
EBITDA$25.14B$25.14B$25.49B$25.11B$27.07B
EPS14.2314.2314.9115.1116.69
Gross Margin33.3%33.3%33.4%33.4%33.5%
Operating Margin12.7%12.7%13.5%14.2%15.3%
Net Margin8.6%8.6%9.3%9.9%10.9%
Balance Sheet
Debt/Equity5.105.109.3850.0432.24
Current Ratio1.041.04———
Cash Flow
Free Cash Flow$12.65B$12.65B$16.32B$17.95B$11.50B
Returns
ROE110.5%110.5%223.0%1450.5%1095.1%
Valuation
P/E21.9721.97561.10401.61377.17
EV/EBITDA214.53214.53328.31244.05240.13
P/B415.85415.851251.125824.254130.84
Growth & Yield
Revenue Growth3.2%3.2%4.5%-3.0%—
EPS Growth-4.6%-4.6%-1.3%-9.5%—
Dividend Yield2.9%2.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

222.0%

muy exigente

EPS terminal req.

$475.17

Spread vs growth

-226.6%

5Y implied EPS CAGR

109.5%

muy exigente

EPS terminal req.

$574.95

Spread vs growth

-114.1%

10Y implied EPS CAGR

51.8%

muy exigente

EPS terminal req.

$925.97

Spread vs growth

-56.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -21.4%

Total return

-21.4%

Start / end P/E

474.8x → 376.3x

EPS bridge

14.91 → 14.23

Residual

+0.9%

EPS growth-4.6%
Multiple rerating-20.8%
Dividend+2.9%
Residual / FX / buybacks / cross-term+0.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.