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 2026-04-25.
Broadcom Inc. · Technology
$371.59
-45.0% upside to fair value
Grade C High Quality
VS
Honeywell International Inc. · Industrials
$213.17
-14.5% upside to fair value
Grade D
QuantHub Verdict
HON has more upside to fair value (-14.5%). HON trades at a lower forward P/E (33.0x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AVGO HON
Current Price $371.59 $213.17
Fair Value Estimate $204.37 $182.35
Upside to Fair Value -45.0% -14.5%
Market Cap $1,761.8B $135.1B
Forward P/E 70.7x 33.0x
EV / EBITDA 46.7x 23.9x
Price / Sales 25.9x 3.7x
Price / FCF 61.1x 32.4x
Revenue Growth YoY +7.2% -6.9%
Gross Margin 67.1% 36.9%
Operating Margin 40.9% 14.9%
Return on Equity 32.9% 23.6%
Dividend Yield 0% 0%
FCF Yield 1.64% 3.09%
Analyst Consensus Strong Buy Buy
Investment Thesis
AVGO — Broadcom Inc.
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…
HON — Honeywell International Inc.
Honeywell International Inc. is a diversified industrial conglomerate operating across Aerospace Technologies, Building Automation, Process Automation and Technology, and Safety and Productivity Solutions. The company benefits from a strong leadership team with deep internal experience and a history of strategic acquisitions that have expanded its portfolio into high-growth areas such as aerospac…
Accumulation Zones
Metric AVGO HON
Zone Low $153.28 $136.76
Zone High $173.71 $155.00
In Buy Zone? No No
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