WallStSmart

The Home Depot Inc (HD)vsMillerKnoll Inc (MLKN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Home Depot Inc generates 4304% more annual revenue ($169.18B vs $3.84B). HD leads profitability with a 8.4% profit margin vs 2.4%. MLKN appears more attractively valued with a PEG of 0.90. HD earns a higher WallStSmart Score of 58/100 (C).

HD

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 7.5Value: 4.0Quality: 5.0
Piotroski: 2/9Altman Z: 3.59

MLKN

Buy

53

out of 100

Grade: C-

Growth: 2.7Profit: 5.0Value: 8.7Quality: 5.5
Piotroski: 5/9Altman Z: 1.83
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HDSignificantly Overvalued (-38.8%)

Margin of Safety

-38.8%

Fair Value

$217.98

Current Price

$297.21

$79.23 premium

UndervaluedFair: $217.98Overvalued
MLKNUndervalued (+47.8%)

Margin of Safety

+47.8%

Fair Value

$43.61

Current Price

$20.32

$23.29 discount

UndervaluedFair: $43.61Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HD4 strengths · Avg: 9.5/10
Market CapQuality
$304.98B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
85.6%10/10

Every $100 of equity generates 86 in profit

Altman Z-ScoreHealth
3.5910/10

Safe zone — low bankruptcy risk

Free Cash FlowQuality
$4.51B8/10

Generating 4.5B in free cash flow

MLKN3 strengths · Avg: 8.7/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.908/10

Growing faster than its price suggests

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Areas to Watch

HD4 concerns · Avg: 3.8/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

Price/BookValuation
17.9x4/10

Trading at 17.9x book value

EPS GrowthGrowth
4.6%4/10

4.6% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

MLKN4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

Market CapQuality
$1.49B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.8%3/10

ROE of 0.8% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : HD

The strongest argument for HD centers on Market Cap, Return on Equity, Altman Z-Score.

Bull Case : MLKN

The strongest argument for MLKN centers on Price/Book, PEG Ratio, P/E Ratio. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bear Case : HD

The primary concerns for HD are PEG Ratio, Price/Book, EPS Growth. Debt-to-equity of 3.77 is elevated, increasing financial risk.

Bear Case : MLKN

The primary concerns for MLKN are Revenue Growth, Altman Z-Score, Market Cap. Thin 2.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

MLKN carries more volatility with a beta of 1.35 — expect wider price swings.

HD is growing revenue faster at 5.7% — sustainability is the question.

HD generates stronger free cash flow (4.5B), providing more financial flexibility.

Monitor HOME IMPROVEMENT RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HD scores higher overall (58/100 vs 53/100). MLKN offers better value entry with a 47.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The Home Depot Inc

CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA

The Home Depot, Inc., commonly known as Home Depot, is the largest home improvement retailer in the United States, supplying tools, construction products, and services. The company is headquartered in incorporated Cobb County, Georgia, with an Atlanta mailing address.

MillerKnoll Inc

CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA

MillerKnoll Inc. is a leading entity in the furniture design and manufacturing industry, specializing in innovative and sustainable solutions for both commercial and residential markets. Renowned for its extensive brand portfolio, the company is dedicated to enhancing modern workspaces and home environments through collaborative design principles. With a strong commitment to environmental responsibility and strategic growth initiatives, MillerKnoll is positioned to deliver significant long-term value to its investors and stakeholders.

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