HON vs MS: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Morgan Stanley β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-25.
Honeywell International Inc. Β· Industrials
$213.17
-14.5% upside to fair value
Grade D
VS
Morgan Stanley Β· Financial Services
$189.30
+45.0% upside to fair value
Grade C High Quality
QuantHub Verdict
MS has more upside to fair value (+45.0%). MS trades at a lower forward P/E (16.4x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric HON MS
Current Price $213.17 $189.30
Fair Value Estimate $182.35 $274.49
Upside to Fair Value -14.5% +45.0%
Market Cap $135.1B $300.6B
Forward P/E 33.0x 16.4x
EV / EBITDA 23.9x 24.4x
Price / Sales 3.7x 2.5x
Price / FCF 32.4x -16.8x
Revenue Growth YoY -6.9% +18.8%
Gross Margin 36.9% 58.0%
Operating Margin 14.9% 19.5%
Return on Equity 23.6% 16.7%
Dividend Yield 0% 0%
FCF Yield 3.09% β€”
Analyst Consensus Buy Hold
Investment Thesis
HON β€” 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…
MS β€” Morgan Stanley
Morgan Stanley is a leading global financial services firm operating in Institutional Securities, Wealth Management, and Investment Management. The company benefits from a durable competitive moat supported by its systemically important status, diversified revenue streams, and strong management with a 36-year veteran CEO. Despite solid fundamentals including 14.2% revenue growth in 2025 and 16.7%…
Accumulation Zones
Metric HON MS
Zone Low $136.76 $205.87
Zone High $155.00 $233.32
In Buy Zone? No Yes
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