CAT vs HON: Which Is the Better Buy?

Side-by-side comparison of Caterpillar Inc. and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-14.
Caterpillar Inc. · Industrials
$940.12
-39.4% upside to fair value
Grade C High Quality
VS
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D High Quality
QuantHub Verdict
HON has more upside to fair value (-5.5%). HON trades at a lower forward P/E (15.7x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CAT HON
Current Price $940.12 $222.25
Fair Value Estimate $569.47 $210.05
Upside to Fair Value -39.4% -5.5%
Market Cap $433.1B $70.4B
Forward P/E 46.6x 15.7x
EV / EBITDA 29.7x 13.1x
Price / Sales 6.1x 1.9x
Price / FCF 37.8x 17.1x
Revenue Growth YoY +22.2% -6.9%
Gross Margin 32.5% 36.9%
Operating Margin 16.6% 14.9%
Return on Equity 47.5% 23.6%
Dividend Yield 0% 0%
FCF Yield 2.64% 5.84%
Analyst Consensus Hold Strong Buy
Investment Thesis
CAT — Caterpillar Inc.
Caterpillar Inc. is a leading global manufacturer of agricultural and construction machinery, operating within the Industrials sector. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, cost advantages, and intangible assets. It posted robust revenue growth of 22.2% and earnings growth of 27.3% in the most recent quarter, reflecti…
HON — 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 CAT HON
Zone Low $427.10 $157.54
Zone High $484.05 $178.54
In Buy Zone? No No
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