GOOG vs HON: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and Honeywell International Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-18.
Alphabet Inc. Β· Communication Services
$339.40
-4.4% upside to fair value
Grade D High Quality
VS
Honeywell International Inc. Β· Industrials
$235.04
-9.9% upside to fair value
Med Conviction Grade B
QuantHub Verdict
GOOG has more upside to fair value (-4.4%). HON trades at a lower forward P/E (22.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GOOG HON
Current Price $339.40 $235.04
Fair Value Estimate $324.34 $211.73
Upside to Fair Value -4.4% -9.9%
Market Cap $4,105.7B $149.4B
Forward P/E 31.2x 22.3x
EV / EBITDA 23.1x 16.9x
Price / Sales 10.3x 4.0x
Price / FCF 56.4x 27.7x
Revenue Growth YoY +11.3% -2.7%
Gross Margin 59.7% 36.9%
Operating Margin 32.0% 17.7%
Return on Equity 35.0% 33.28%
Dividend Yield 0% 1.92%
FCF Yield 1.77% 3.61%
Analyst Consensus Strong Buy Buy
Investment Thesis
GOOG β€” Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
HON β€” Honeywell International Inc.
Honeywell is a diversified industrial conglomerate in the final stages of a transformative three-way separation into Honeywell Aerospace, Solstice Advanced Materials, and a retained Automation entity, targeting Q3 2026 completion. The business generated 33% ROE and $5.4B in free cash flow on $37.4B revenue in FY2025, supported by a record $37B backlog with 23% organic order growth in Q4. At $235 …
Accumulation Zones
Metric GOOG HON
Zone Low $243.25 $158.80
Zone High $275.69 $179.97
In Buy Zone? No No
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