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 2026-07-25.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
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 |
GEV |
HON |
| Current Price |
$1,014.75 |
$222.25 |
| Fair Value Estimate |
$850.00 |
$210.05 |
| Upside to Fair Value |
-16.2%
|
-5.5%
|
| Market Cap |
$270.3B |
$70.4B |
| Forward P/E |
34.3x
|
15.7x
|
| EV / EBITDA |
25.6x
|
13.1x
|
| Price / Sales |
6.6x
|
1.9x
|
| Price / FCF |
22.0x
|
17.1x
|
| Revenue Growth YoY |
+15.0%
|
-6.9%
|
| Gross Margin |
21.3%
|
36.9%
|
| Operating Margin |
5.9%
|
14.9%
|
| Return on Equity |
30.0%
|
23.6%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
5.84%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
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 |
GEV |
HON |
| Zone Low |
$640.00 |
$157.54 |
| Zone High |
$723.00 |
$178.54 |
| In Buy Zone? |
No
|
No
|