HON vs MS: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
VS
Morgan Stanley · Financial Services
$206.27
+15.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MS has more upside to fair value
(+15.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
MS |
| Current Price |
$212.55 |
$206.27 |
| Fair Value Estimate |
$194.50 |
$239.00 |
| Upside to Fair Value |
-8.5%
|
+15.9%
|
| Market Cap |
$67.4B |
$325.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
23.5x
|
| Price / Sales |
1.9x
|
2.6x
|
| Price / FCF |
16.4x
|
—
|
| Revenue Growth YoY |
-6.1%
|
+22.4%
|
| Gross Margin |
36.6%
|
59.7%
|
| Operating Margin |
14.1%
|
20.7%
|
| Return on Equity |
41.7%
|
18.1%
|
| Dividend Yield |
2.09% |
2.01% |
| FCF Yield |
6.11%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
Morgan Stanley is a diversified capital-markets and wealth-management franchise spanning institutional securities, advisor-led and self-directed wealth, workplace services, and investment management. Business quality is solid but inherently cyclical: it combines $8.084 trillion of wealth client assets and $2.004 trillion of investment-management AUM/AUS with a strengthening 15.5% institutional pe…
Accumulation Zones
| Metric |
HON |
MS |
| Zone Low |
$145.88 |
$179.25 |
| Zone High |
$165.32 |
$203.15 |
| In Buy Zone? |
No
|
No
|