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 2026-07-17.
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D
High Quality
VS
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
LLY |
| Current Price |
$222.25 |
$1,179.09 |
| Fair Value Estimate |
$210.05 |
$1,552.32 |
| Upside to Fair Value |
-5.5%
|
+31.7%
|
| Market Cap |
$70.4B |
$1,110.4B |
| Forward P/E |
15.7x
|
—
|
| EV / EBITDA |
13.1x
|
34.3x
|
| Price / Sales |
1.9x
|
14.6x
|
| Price / FCF |
17.1x
|
77.7x
|
| Revenue Growth YoY |
-6.9%
|
+55.5%
|
| Gross Margin |
36.9%
|
83.5%
|
| Operating Margin |
14.9%
|
45.9%
|
| Return on Equity |
23.6%
|
101.3%
|
| Dividend Yield |
0% |
0.55% |
| FCF Yield |
5.84%
|
1.29%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Honeywell International Inc. operates as a diversified industrial conglomerate with a strong presence in multiple sectors including aerospace, building technologies, and performance materials. The company demonstrates high business quality with a durable competitive moat supported by strong margins, a 23.6% return on equity, and solid free cash flow generation of $16.78 per share. However, recent…
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Accumulation Zones
| Metric |
HON |
LLY |
| Zone Low |
$157.54 |
$1,164.24 |
| Zone High |
$178.54 |
$1,319.47 |
| In Buy Zone? |
No
|
Yes
|