The video provides a fundamental analysis of Home Depot's stock (HD). Recent sales for the second quarter were $45.3 billion, up 4.9% YoY, however comparable store sales increased only 1%. The analyst highlights that while Home Depot benefited from increased home improvement spending during the pandemic and experienced revenue increases of 30-35%, recent trends indicate consumers are spending less. The pullback in demand is due to customers having already made improvements, alongside a real estate market experiencing a stalemate with many hesitant to sell due to low-interest rates. The management is thrilled with progress across expanded assortment, fulfillment options, sales team and account management. The SRS aquisition led to trade credit capabilities. The analyst calculates an intrinsic value per share of $338.51, the market price is $387.24. He rates the stock as a hold, waiting for a price drop.