AVGO vs HON: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-14.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
VS
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D
High Quality
QuantHub Verdict
HON has more upside to fair value
(-5.5%).
HON trades at a lower forward P/E
(15.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
HON |
| Current Price |
$379.86 |
$222.25 |
| Fair Value Estimate |
$223.93 |
$210.05 |
| Upside to Fair Value |
-41.0%
|
-5.5%
|
| Market Cap |
$1,806.8B |
$70.4B |
| Forward P/E |
61.3x
|
15.7x
|
| EV / EBITDA |
44.1x
|
13.1x
|
| Price / Sales |
23.9x
|
1.9x
|
| Price / FCF |
55.2x
|
17.1x
|
| Revenue Growth YoY |
+47.9%
|
-6.9%
|
| Gross Margin |
67.0%
|
36.9%
|
| Operating Margin |
43.7%
|
14.9%
|
| Return on Equity |
36.4%
|
23.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.81%
|
5.84%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a business split nearly evenly between these two segments. The company benefits from a durable competitive moat driven by customer concentration in mission-critical infrastructure, high switching costs, and a broad portfolio spanning semiconductors and infrastructure software. Broadcom h…
Honeywell International Inc. operates as a diversified industrial conglomerate with a strong presence in multiple sectors including aerospace, building technologies, and performance materials. The company demonstrates high business quality with a durable competitive moat supported by strong margins, a 23.6% return on equity, and solid free cash flow generation of $16.78 per share. However, recent…
Accumulation Zones
| Metric |
AVGO |
HON |
| Zone Low |
$167.95 |
$157.54 |
| Zone High |
$190.34 |
$178.54 |
| In Buy Zone? |
No
|
No
|