GEV vs HON: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GEV |
HON |
| Current Price |
$951.82 |
$212.55 |
| Fair Value Estimate |
$1,288.67 |
$194.50 |
| Upside to Fair Value |
+35.4%
|
-8.5%
|
| Market Cap |
$253.5B |
$67.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
7.4x
|
| Price / Sales |
6.1x
|
1.9x
|
| Price / FCF |
20.5x
|
16.4x
|
| Revenue Growth YoY |
+21.9%
|
-6.1%
|
| Gross Margin |
20.2%
|
36.6%
|
| Operating Margin |
4.4%
|
14.1%
|
| Return on Equity |
83.4%
|
41.7%
|
| Dividend Yield |
0.18% |
2.09% |
| FCF Yield |
4.88%
|
6.11%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
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 |
GEV |
HON |
| Zone Low |
$966.50 |
$145.88 |
| Zone High |
$1,095.37 |
$165.32 |
| In Buy Zone? |
Yes
|
No
|