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 2026-09-26.
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
VS
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+5.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
JNJ |
| Current Price |
$212.55 |
$270.68 |
| Fair Value Estimate |
$194.50 |
$286.05 |
| Upside to Fair Value |
-8.5%
|
+5.7%
|
| Market Cap |
$67.4B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
20.2x
|
| Price / Sales |
1.9x
|
6.7x
|
| Price / FCF |
16.4x
|
35.3x
|
| Revenue Growth YoY |
-6.1%
|
+6.6%
|
| Gross Margin |
36.6%
|
67.9%
|
| Operating Margin |
14.1%
|
26.8%
|
| Return on Equity |
41.7%
|
25.7%
|
| Dividend Yield |
2.09% |
1.95% |
| FCF Yield |
6.11%
|
2.83%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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…
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
| Metric |
HON |
JNJ |
| Zone Low |
$145.88 |
$214.54 |
| Zone High |
$165.32 |
$243.14 |
| In Buy Zone? |
No
|
No
|