GE vs HON: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and Honeywell International Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
GE Aerospace Β· Industrials
$312.90
+3.4% upside to fair value
Med Conviction Grade C High Quality
VS
Honeywell International Inc. Β· Industrials
$212.55
-8.5% upside to fair value
Med Conviction Grade C
QuantHub Verdict
GE has more upside to fair value (+3.4%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GE HON
Current Price $312.90 $212.55
Fair Value Estimate $323.41 $194.50
Upside to Fair Value +3.4% -8.5%
Market Cap $324.6B $67.4B
Forward P/E β€” β€”
EV / EBITDA 27.4x 7.4x
Price / Sales 6.4x 1.9x
Price / FCF 38.7x 16.4x
Revenue Growth YoY +21.1% -6.1%
Gross Margin 35.4% 36.6%
Operating Margin 20.8% 14.1%
Return on Equity 49.0% 41.7%
Dividend Yield 0.53% 2.09%
FCF Yield 2.58% 6.11%
Analyst Consensus Buy Buy
Investment Thesis
GE β€” GE Aerospace
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
HON β€” Honeywell International Inc.
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 GE HON
Zone Low $242.56 $145.88
Zone High $274.90 $165.32
In Buy Zone? No No
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