HON vs JPM: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and JPMorgan Chase & Co. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
Honeywell International Inc. Β· Industrials
$235.04
-9.9% upside to fair value
Med Conviction Grade B
VS
JPMorgan Chase & Co. Β· Financial Services
$309.87
-6.4% upside to fair value
High Conviction Grade A-
QuantHub Verdict
JPM has more upside to fair value (-6.4%). JPM trades at a lower forward P/E (14.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric HON JPM
Current Price $235.04 $309.87
Fair Value Estimate $211.73 $290.00
Upside to Fair Value -9.9% -6.4%
Market Cap $149.4B $835.7B
Forward P/E 22.3x 14.3x
EV / EBITDA 16.9x 17.6x
Price / Sales 4.0x 3.0x
Price / FCF 27.7x β€”
Revenue Growth YoY -2.7% +3.3%
Gross Margin 36.9% 59.99%
Operating Margin 17.7% 25.9%
Return on Equity 33.28% 15.95%
Dividend Yield 1.92% 1.9%
FCF Yield 3.61% β€”
Analyst Consensus Buy Overweight
Investment Thesis
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 …
JPM β€” JPMorgan Chase & Co.
JPMorgan Chase is the largest U.S. bank by assets ($4.4T) and the most diversified financial services franchise globally, operating across consumer banking, investment banking, commercial banking, and asset management. Under Jamie Dimon's two-decade leadership, the firm has consistently gained market share, delivered sector-leading ROE of 16%, and invested aggressively in technology ($17B+ annual…
Accumulation Zones
Metric HON JPM
Zone Low $158.80 $220.00
Zone High $179.97 $250.00
In Buy Zone? No No
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