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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
HON trades at a lower forward P/E
(22.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
HON |
| Current Price |
$217.63 |
$235.04 |
| Fair Value Estimate |
$260.00 |
$211.73 |
| Upside to Fair Value |
+19.5%
|
-9.9%
|
| Market Cap |
$170.9B |
$149.4B |
| Forward P/E |
74.0x
|
22.3x
|
| EV / EBITDA |
28.4x
|
16.9x
|
| Price / Sales |
1.9x
|
4.0x
|
| Price / FCF |
-88.2x
|
27.7x
|
| Revenue Growth YoY |
+34.5%
|
-2.7%
|
| Gross Margin |
4.8%
|
36.9%
|
| Operating Margin |
-6.1%
|
17.7%
|
| Return on Equity |
41.0%
|
33.28%
|
| Dividend Yield |
0.2% |
1.92% |
| FCF Yield |
-1.1%
|
3.61%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Honeywell is a diversified industrial conglomerate in the final stages of a transformative three-way separation into Honeywell Aerospace, Solstice Advanced Materials, and a retained Automation entity, targeting Q3 2026 completion. The business generated 33% ROE and $5.4B in free cash flow on $37.4B revenue in FY2025, supported by a record $37B backlog with 23% organic order growth in Q4. At $235 …
Accumulation Zones
| Metric |
BA |
HON |
| Zone Low |
$195.00 |
$158.80 |
| Zone High |
$221.00 |
$179.97 |
| In Buy Zone? |
Yes
|
No
|