HON vs INTU: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Intuit Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction Grade B
VS
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction Grade A-
QuantHub Verdict
INTU has more upside to fair value (+37.7%). INTU trades at a lower forward P/E (19.5x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON INTU
Current Price $235.04 $396.57
Fair Value Estimate $211.73 $546.00
Upside to Fair Value -9.9% +37.7%
Market Cap $149.4B $110.4B
Forward P/E 22.3x 19.5x
EV / EBITDA 16.9x 19.0x
Price / Sales 4.0x 5.9x
Price / FCF 27.7x 18.1x
Revenue Growth YoY -2.7% +15.6%
Gross Margin 36.9% 80.8%
Operating Margin 17.7% 26.1%
Return on Equity 33.28% 19.6%
Dividend Yield 1.92% 1.17%
FCF Yield 3.61% 5.51%
Analyst Consensus Buy Buy
Investment Thesis
HON — 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 …
INTU — Intuit Inc.
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
Metric HON INTU
Zone Low $158.80 $410.00
Zone High $179.97 $464.00
In Buy Zone? No Yes
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