HON vs MELI: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction
Grade B
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
MELI has more upside to fair value
(+41.4%).
HON trades at a lower forward P/E
(22.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
MELI |
| Current Price |
$235.04 |
$1,767.42 |
| Fair Value Estimate |
$211.73 |
$2,500.00 |
| Upside to Fair Value |
-9.9%
|
+41.4%
|
| Market Cap |
$149.4B |
$89.6B |
| Forward P/E |
22.3x
|
35.0x
|
| EV / EBITDA |
16.9x
|
18.5x
|
| Price / Sales |
4.0x
|
3.1x
|
| Price / FCF |
27.7x
|
8.9x
|
| Revenue Growth YoY |
-2.7%
|
+39.1%
|
| Gross Margin |
36.9%
|
44.5%
|
| Operating Margin |
17.7%
|
11.1%
|
| Return on Equity |
33.28%
|
33.7%
|
| Dividend Yield |
1.92% |
0% |
| FCF Yield |
3.61%
|
12.1%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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 …
MercadoLibre is the dominant e-commerce and fintech ecosystem across Latin America, operating the largest marketplace and digital payments platform in a region with 670M+ people where e-commerce penetration is still under 15%. Revenue grew 39% to $28.9B in FY2025 with $10.8B in free cash flow — a 12% FCF yield at current prices. The company is trading at its 5-year P/S minimum (3.1x) and P/FCF mi…
Accumulation Zones
| Metric |
HON |
MELI |
| Zone Low |
$158.80 |
$1,875.00 |
| Zone High |
$179.97 |
$2,125.00 |
| In Buy Zone? |
No
|
Yes
|