BA vs HON: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
HON |
| Current Price |
$201.15 |
$212.55 |
| Fair Value Estimate |
$265.00 |
$194.50 |
| Upside to Fair Value |
+31.7%
|
-8.5%
|
| Market Cap |
$159.0B |
$67.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
7.4x
|
| Price / Sales |
1.7x
|
1.9x
|
| Price / FCF |
—
|
16.4x
|
| Revenue Growth YoY |
+8.0%
|
-6.1%
|
| Gross Margin |
4.7%
|
36.6%
|
| Operating Margin |
-5.4%
|
14.1%
|
| Return on Equity |
104.8%
|
41.7%
|
| Dividend Yield |
0% |
2.09% |
| FCF Yield |
—
|
6.11%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
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 |
BA |
HON |
| Zone Low |
$198.75 |
$145.88 |
| Zone High |
$225.25 |
$165.32 |
| In Buy Zone? |
Yes
|
No
|