HON vs MU: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Micron Technology, Inc. — 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
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
MU |
| Current Price |
$212.55 |
$1,080.53 |
| Fair Value Estimate |
$194.50 |
$1,124.98 |
| Upside to Fair Value |
-8.5%
|
+4.1%
|
| Market Cap |
$67.4B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
17.6x
|
| Price / Sales |
1.9x
|
13.5x
|
| Price / FCF |
16.4x
|
46.6x
|
| Revenue Growth YoY |
-6.1%
|
+345.7%
|
| Gross Margin |
36.6%
|
72.6%
|
| Operating Margin |
14.1%
|
65.7%
|
| Return on Equity |
41.7%
|
70.5%
|
| Dividend Yield |
2.09% |
0.05% |
| FCF Yield |
6.11%
|
2.15%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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…
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
HON |
MU |
| Zone Low |
$145.88 |
$843.74 |
| Zone High |
$165.32 |
$956.23 |
| In Buy Zone? |
No
|
No
|