BA vs HON: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Honeywell International Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-14.
The Boeing Company Β· Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Honeywell International Inc. Β· Industrials
$222.25
-5.5% upside to fair value
Grade D High Quality
QuantHub Verdict
BA has more upside to fair value (+45.0%). HON trades at a lower forward P/E (15.7x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BA HON
Current Price $234.54 $222.25
Fair Value Estimate $340.08 $210.05
Upside to Fair Value +45.0% -5.5%
Market Cap $184.9B $70.4B
Forward P/E 96.9x 15.7x
EV / EBITDA 30.4x 13.1x
Price / Sales 2.0x 1.9x
Price / FCF -177.6x 17.1x
Revenue Growth YoY +14.0% -6.9%
Gross Margin 4.8% 36.9%
Operating Margin -5.9% 14.9%
Return on Equity -8723.1% 23.6%
Dividend Yield 0% 0%
FCF Yield β€” 5.84%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BA β€” The Boeing Company
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
HON β€” Honeywell International Inc.
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 BA HON
Zone Low $255.06 $157.54
Zone High $289.07 $178.54
In Buy Zone? Yes No
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