公司业绩 - Home Depot是一家领先的家居装修零售公司，尽管面临经济放缓和高利率等挑战，但公司表现出了韧性[2] - 在过去十年中，Home Depot的每股收益（EPS）增长了315%，反映了其经营效率和销售增长[5] - Home Depot展现了对股息的一贯承诺，连续35年支付股息，并且过去14年每年都增加股息[7] - 公司通过股票回购计划进一步增加股东价值，过去十年中减少了28%的股数[9] - 第三季度销售额为377亿美元，同比下降3%，美国门店的销售额同比下降3.1%[24] 增长机会 - 公司最大的增长机会之一是提升专业客户的体验，通过投资于各种举措来满足专业客户的独特需求[15] - 另一个增长机会是扩大数字和电子商务能力，提升数字体验，包括改善订单沟通、退货流程和订单修改[17] - 另一个更具战术性的增长机会是提高店铺生产力，确保产品的现货供应[20] - 公司通过机器学习技术和计算机视觉帮助员工快速找到货架上的产品，并通过Sidekick系统指导员工前往库位，以解决货架上的产品缺货问题[21] 风险和挑战 - 主要风险包括经济放缓和利率上升，这导致了销售下降，特别是大额、自由支配的购买减少，客户更倾向于进行较小的项目而非大规模翻新[23] - 商品价格波动，特别是木材和铜等核心商品价格波动对公司的收入和利润率产生了不利影响[26] - 经营费用占销售额的比例增加，部分原因是小时工资和其他投资的增加，这对公司的经营利润率造成了压力[29] - 第三季度，经营费用占销售额的比例增加了约120个基点，达到19.4%[30] 评价和建议 - 公司的基本面强劲，收入和每股收益显著增长，战略性收购和有机增长策略取得了成功，公司有望在"Pro"客户体验、扩大数字化业务和提高运营效率方面获得增长机会[32] - 尽管公司的基本面和增长机会令人信服，但面临着需求方面的显著风险，同时当前的市场估值表明公司存在一定程度的高估，因此我认为公司应该持有，并且在市盈率为17-19时会更具吸引力[33]

Home Depot (HD) closed at $362.41 in the latest trading session, marking a +1.26% move from the prior day. This change outpaced the S&P 500's 1.23% gain on the day. Elsewhere, the Dow saw an upswing of 1.06%, while the tech-heavy Nasdaq appreciated by 1.7%.Prior to today's trading, shares of the home-improvement retailer had gained 2.56% over the past month. This has outpaced the Retail-Wholesale sector's loss of 0.02% and the S&P 500's gain of 0.94% in that time.Market participants will be closely followin ...

家得宝与宝洁股票表现比较 - 投资者在过去一年避开了家得宝和宝洁的股票，转而将注意力转向高增长的科技企业，这为收入投资者提供了一个巨大的机会[1] - 宝洁在增长方面表现更好，有机销售上季度增长了7%，本财年预计将增长约5%，而家得宝则预计2023财年将下降约4%[3] - 家得宝的现金流趋势稍强，意味着长期内可能会有更多的股息增长，但收入投资者可以期待宝洁在2024年提高更大的股息，因为宝洁正朝着增加盈利的方向发展，而家得宝则预计2023财年盈利下降10%[7]

The latest trading session saw Home Depot (HD) ending at $358.43, denoting a +0.76% adjustment from its last day's close. The stock's change was more than the S&P 500's daily loss of 0.37%. Meanwhile, the Dow experienced a drop of 0.62%, and the technology-dominated Nasdaq saw a decrease of 0.19%.Coming into today, shares of the home-improvement retailer had gained 1.4% in the past month. In that same time, the Retail-Wholesale sector gained 1.56%, while the S&P 500 gained 1.56%.Investors will be eagerly wa ...

We see daily analyst upgrades and downgrades, coming with updated price targets. They can be helpful tools for investors, providing a more structured plan and helping to inject positivity surrounding future performance when raised.Of course, stocks don’t straightforwardly reach price targets, as unforeseen circumstances can always influence performance. Overall, the positive shift in sentiment can be seen as a primary takeaway from these upgrades.  Recently, three stocks – Target (TGT) , Home Depot (HD) , a ...

The market's recent rally has made it much harder to find attractive stock deals if you're a growth-focused investor. The Nasdaq Composite index, home to many growth stocks, has surged by 15% since late October. Percentage gains have been much higher for some individual stocks such as Nvidia.So if you're seeking undervalued options, broadening your investment search beyond the most popular tech stocks can help. Consider the case of Home Depot (HD -0.23%), for example, whose shares are down by more than 10% ...

In the last five years, shares of Home Depot (HD -0.23%) have climbed by 96% (as of Jan. 10), nearly doubling investor capital. This gain beat the 84% rise of the S&P 500 during the same period, proving that even some of the largest and most widely followed businesses can make for solid investment opportunities.This performance might prompt some investors to rush and add Home Depot to their portfolios without hesitation. But before you buy this top retail stock in 2024, here are four things you need to know ...

Parkev Tatevosian与The Motley Fool关系 - Parkev Tatevosian, CFA在所提及的股票中没有持仓[1] - The Motley Fool在Home Depot拥有并推荐的股票中有持仓[1] - Parkev Tatevosian是The Motley Fool的关联方，可能会因为推广其服务而获得补偿[1]

公司概况 - Home Depot是一家市值达到3450亿美元，过去12个月营收达到1540亿美元的公司[1] 专业客户群体 - Home Depot的关键成功因素之一是其专业客户群体，这些专业客户包括承包商、水暖工、电工等，他们贡献了公司50%的营收[3] 与竞争对手比较 - 与主要竞争对手Lowe's相比，Home Depot从专业客户那里获得的销售额更高，这也是为什么Home Depot通常报告的运营利润率更高、每平方英尺销售额更大、投资回报率更好的重要因素[6] 股票投资价值 - Home Depot的股价目前大致与过去10年的市盈率平均值相当，对于长期投资者来说，这支股票值得关注[13]

Shares of Home Depot Inc. rallied Wednesday, after Wedbush turned bullish on the home improvement retailer, citing the belief that housing-market fundamentals are bottoming.Analyst Seth Basham raised his rating on Home Depot’s stock to outperform, after being at neutral for at least the past two years. He bumped up his stock price target by 15%, to $380 from $330.The stock HD, -0.50% climbed 1.1% toward a three-week high in premarket trading. It has run up 15.7% over the past three months through Tuesday, w ...