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 2026-09-26.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
HON |
| Current Price |
$354.99 |
$212.55 |
| Fair Value Estimate |
$408.70 |
$194.50 |
| Upside to Fair Value |
+15.1%
|
-8.5%
|
| Market Cap |
$1,688.9B |
$67.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
7.4x
|
| Price / Sales |
18.9x
|
1.9x
|
| Price / FCF |
42.9x
|
16.4x
|
| Revenue Growth YoY |
+85.5%
|
-6.1%
|
| Gross Margin |
67.7%
|
36.6%
|
| Operating Margin |
48.3%
|
14.1%
|
| Return on Equity |
43.9%
|
41.7%
|
| Dividend Yield |
0.73% |
2.09% |
| FCF Yield |
2.33%
|
6.11%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
Accumulation Zones
| Metric |
AVGO |
HON |
| Zone Low |
$306.52 |
$145.88 |
| Zone High |
$347.39 |
$165.32 |
| In Buy Zone? |
No
|
No
|