HON vs JNJ: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-25.
Honeywell International Inc. · Industrials
$213.17
-14.5% upside to fair value
Grade D
VS
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C High Quality
QuantHub Verdict
JNJ has more upside to fair value (+10.8%). JNJ trades at a lower forward P/E (26.8x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON JNJ
Current Price $213.17 $230.69
Fair Value Estimate $182.35 $255.61
Upside to Fair Value -14.5% +10.8%
Market Cap $135.1B $555.9B
Forward P/E 33.0x 26.8x
EV / EBITDA 23.9x 18.5x
Price / Sales 3.7x 5.8x
Price / FCF 32.4x 28.2x
Revenue Growth YoY -6.9% +9.9%
Gross Margin 36.9% 69.1%
Operating Margin 14.9% 26.9%
Return on Equity 23.6% 26.5%
Dividend Yield 0% 0%
FCF Yield 3.09% 3.54%
Analyst Consensus Buy Buy
Investment Thesis
HON — Honeywell International Inc.
Honeywell International Inc. is a diversified industrial conglomerate operating across Aerospace Technologies, Building Automation, Process Automation and Technology, and Safety and Productivity Solutions. The company benefits from a strong leadership team with deep internal experience and a history of strategic acquisitions that have expanded its portfolio into high-growth areas such as aerospac…
JNJ — Johnson & Johnson
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
Metric HON JNJ
Zone Low $136.76 $191.71
Zone High $155.00 $217.27
In Buy Zone? No No
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