The Home Depot Subsidiary SRS Distribution Enters into Agreement to Acquire Wholesale HVAC Distributor Mingledorff's Accessibility StatementSkip Navigation Expands Distribution Offerings and Capabilities for Pro Customers, Increases The Home Depot's Total Addressable Market to $1.2 Trillion MCKINNEY, Texas and ATLANTA, March 24, 2026 /PRNewswire/ -- SRS Distribution Inc., a subsidiary of The Home Depot®, has entered into a definitive agreement to acquire Mingledorff's, Inc., a leading wholesale distributor ...

If you want to make life-changing returns in the stock market, focus on long-term investing, which generally involves holding equities for periods of five years or more. This strategy helps investors ignore the short-term volatility, giving time for a company's real value to shine through. Consistent dividend payments help juice returns by adding a source of compounding passive income. Let's discuss why Alpine Income Property Trust (PINE +2.80%) and Home Depot (HD +3.96%) could make great stocks to buy for ...

Key Takeaways Home Depot enhances its Pro platform with tools covering the full project lifecycle in one workspace.HD introduces AI Material List Builder to turn project needs into detailed material lists quickly.Real-time delivery tracking and scheduling tools improve coordination of large, multi-source orders.The Home Depot, Inc. (HD) is expanding its Pro digital experience to help professional renovators, remodelers and builders manage projects, materials and business operations through a single integrat ...

Quick Read Home Depot (HD) posted quarterly earnings down 14.2% year-over-year with comparable sales growth of just +0.3% and free cash flow falling 9%, while McDonald’s (MCD) showed quarterly earnings up 8.2% with global comparable sales accelerating to +5.7% and free cash flow rising 7.7%. McDonald’s also carries a beta of 0.496 versus Home Depot’s 1.044, making it half as volatile as the broader market. Elevated mortgage rates from the 4.25% 10-year Treasury yield are suppressing housing turnover an ...

S&P 5006,648.40 +1.58% Dow Jones46,664.60 +1.79% Nasdaq 10024,438.00 +1.72% Russell 20002,520.46 +2.84% FTSE 10010,028.60 +1.86% Nikkei 22553,638.00 +4.49% Stock Market Live March 23, 2026: S&P 500 (SPY) Soars on Trump Announcement Investing Home Depot vs McDonald's: Which Beaten- Down Blue Chip Is the Better Buy Right Now? Home Depot vs McDonald's: Which Beaten-Down Blue Chip Is the Better Buy Right Now? - 24/7 Wall St. By Trey ThoelckePublished Mar 23, 10:50AM EDT This post may contain links from our spon ...

Core Insights - The stock market allows wealth building, but market dips are common; dividend stocks provide stability during downturns [1] Group 1: Home Depot - Home Depot is the largest home improvement retailer with a $1 trillion addressable market, currently down 25% from its peak due to a cooling housing market [2] - The company has paid a quarterly dividend for over 35 years, recently increasing it by 1.3% to an annual payout of $9.32 per share, resulting in a forward yield of 2.85%, more than double the S&P 500 average [3][6] - Comparable sales grew only 0.4% year over year in the fourth quarter, impacted by inflation and higher interest rates, but these challenges are cyclical [4] - Home Depot's dividend has grown approximately 9% annually over the past five years, with trailing revenue of $164 billion and significant growth potential ahead [7] Group 2: PepsiCo - PepsiCo shares are down about 22% from their previous peak, yet the company reported adjusted sales growth of 2% in 2025 and raised its quarterly dividend by 4% to an annual payout of $5.92 per share, marking the 54th consecutive annual increase [8][10] - PepsiCo's product lineup includes beverages and snacks, supported by a robust delivery network that ensures strong product visibility and consistent demand [10] - The forward dividend yield is 3.87%, more than twice the S&P 500 average, with dividends growing at nearly a 7% compound annual rate over the past five years, expected to continue alongside earnings growth of about 6% annually [11]

证券研究报告 | 2026年03月22日 美股市场速览 弱于大市 资金加速流出，盈利显著上修 价格走势：多数行业回撤，能源与银行较强 本周，标普 500 指数-1.9%（上周-1.6%），纳斯达克综指-2.1%（上周-1.3%）。 风格：大盘价值（罗素 1000 价值-1.3%）＞小盘价值（罗素 2000 价值-1.5%） ＞小盘成长（罗素 2000 成长-1.8%）＞大盘成长（罗素 1000 成长-2.4%）。 3 个行业上涨，21 个行业下跌。上涨的主要有：能源（+2.8%）、银行（+1.7%）、 综合金融（+0.1%）；下跌的主要有：汽车与汽车零部件（-5.4%）、公用事 业（-5.0%）、食品与主要用品零售（-4.7%）、食品饮料与烟草（-4.6%）、 材料（-4.4%）。 资金流向：整体加速流出，少量流入能源 本周，标普 500 成分股估算资金流（涨跌额 x 成交量）为-155.5（亿美元， 下同），上周为-27.1，近 4 周为-313.9，近 13 周为-464.9。 4 个行业资金流入，19 个行业资金流出，1 个基本持平。资金流入的主要有： 能源（+6.6）、银行（+2.1）、运输（+1.4 ...

Core Viewpoint - Charlie Munger's investment philosophy emphasizes buying high-quality stocks at reasonable prices, and three companies currently stand out as potential investments: S&P Global, Fair Isaac, and Home Depot [1]. Company Summaries S&P Global - S&P Global has a history of over 150 years, showcasing its staying power and generating a subscription-heavy revenue mix through credit ratings, benchmark indexes, and analytics [2]. - The company has a market capitalization of $127 billion, with a current price of $424.43 and a gross margin averaging 65% over the last decade [3][4]. - Despite a price-to-earnings (P/E) ratio of 29, which is around the market average, shares are trading within 10% of their 52-week low, making it an attractive buy for Munger [6]. Fair Isaac - Fair Isaac operates a deep moat around the mortgage application process and is known for its FICO scores, which influence lending rates across various loans [7][8]. - The company has a market capitalization of $27 billion, with a current price of $1,126.34 and an impressive gross margin of 83%, up from 67% a decade ago [12][9]. - Free cash flow has increased by 394% over the last 10 years, now standing at $718 million, although the P/E ratio of 44 is above the market average [9][11]. Home Depot - Home Depot is a leading home improvement retailer with approximately 2,300 stores and a stable gross margin averaging around 32% over the last 25 years [13][14]. - The company has a market capitalization of $319 billion, with a current price of $320.75 and generates over $2 billion in quarterly free cash flow [16]. - However, the company's net debt has increased by over 250% in the last decade to nearly $64 billion, which may concern Munger [15].

Core Insights - Home improvement stocks are closely tied to housing-market conditions, interest rates, consumer spending, and DIY/remodeling trends, with five key companies highlighted for their high trading volume [2] Company Summaries - **Home Depot (HD)**: Operates as a home improvement retailer, selling building materials, home improvement products, lawn and garden products, and offering installation services for various home improvement needs [3] - **Lowe's Companies (LOW)**: Functions as a home improvement retailer, providing a wide range of products for construction, maintenance, repair, remodeling, and decorating [4] - **Masco (MAS)**: Designs, manufactures, and distributes home improvement and building products, with a focus on plumbing products including faucets, showerheads, and other related items [5] - **Medallion Financial (MFIN)**: A specialty finance company offering loans for recreational vehicles, home improvement projects, and commercial lending, among other services [6] - **Jewett-Cameron Trading (JCTC)**: Supplies value-added building materials to major home improvement center chains, focusing on the residential repair and remodeling segment [8]

Key Takeaways Home Depot launches AI tools and a unified workspace to simplify Pro project planning and workflows.HD's Material List Builder quickly generates materials, while delivery tracking improves job site timing.Pro customers show strong sales growth and engagement, with B2B digital adoption accelerating rapidly.The Home Depot Inc. (HD) is taking a significant step toward deepening engagement with professional (Pro) customers by enhancing its Pro digital ecosystem with new AI-powered and project mana ...