GE vs HON: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-16.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D 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 GE HON
Current Price $360.35 $222.25
Fair Value Estimate $267.03 $210.05
Upside to Fair Value -25.9% -5.5%
Market Cap $376.5B $70.4B
Forward P/E 42.3x 15.7x
EV / EBITDA 33.4x 13.1x
Price / Sales 7.8x 1.9x
Price / FCF 50.5x 17.1x
Revenue Growth YoY +21.1% -6.9%
Gross Margin 36.1% 36.9%
Operating Margin 21.0% 14.9%
Return on Equity 46.2% 23.6%
Dividend Yield 0% 0%
FCF Yield 1.98% 5.84%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GE — GE Aerospace
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 GE HON
Zone Low $200.27 $157.54
Zone High $226.98 $178.54
In Buy Zone? No No
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