HON vs LLY: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-01.
Honeywell International Inc. · Industrials
$213.17
-14.5% upside to fair value
Grade D
VS
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B High Quality
QuantHub Verdict
LLY has more upside to fair value (+17.6%). HON trades at a lower forward P/E (33.0x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON LLY
Current Price $213.17 $934.34
Fair Value Estimate $182.35 $1,098.43
Upside to Fair Value -14.5% +17.6%
Market Cap $135.1B $882.8B
Forward P/E 33.0x 33.1x
EV / EBITDA 23.9x 27.9x
Price / Sales 3.7x 12.2x
Price / FCF 32.4x 65.0x
Revenue Growth YoY -6.9% +55.5%
Gross Margin 36.9% 82.7%
Operating Margin 14.9% 46.3%
Return on Equity 23.6% 101.3%
Dividend Yield 0% 0%
FCF Yield 3.09% 1.54%
Analyst Consensus Buy Strong 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…
LLY — Eli Lilly and Company
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Accumulation Zones
Metric HON LLY
Zone Low $136.76 $823.82
Zone High $155.00 $933.67
In Buy Zone? No No
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