HON vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Nebius Group N.V. — 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
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NBIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
NBIS |
| Current Price |
$212.55 |
$217.99 |
| Fair Value Estimate |
$194.50 |
$316.09 |
| Upside to Fair Value |
-8.5%
|
+45.0%
|
| Market Cap |
$67.4B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
56.8x
|
| Price / Sales |
1.9x
|
38.6x
|
| Price / FCF |
16.4x
|
—
|
| Revenue Growth YoY |
-6.1%
|
+454.0%
|
| Gross Margin |
36.6%
|
58.6%
|
| Operating Margin |
14.1%
|
-49.3%
|
| Return on Equity |
41.7%
|
0.9%
|
| Dividend Yield |
2.09% |
0% |
| FCF Yield |
6.11%
|
—
|
| 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…
Nebius Group N.V. is an Amsterdam-based AI infrastructure company, formerly Yandex N.V., that builds end-to-end GPU cloud clusters, cloud platforms and developer tools for demanding AI workloads, alongside Toloka AI data solutions, TripleTen education and Avride autonomous driving. The business is growing explosively, with revenue up 454.0% year over year in the most recent quarter, and it has de…
Accumulation Zones
| Metric |
HON |
NBIS |
| Zone Low |
$145.88 |
$237.07 |
| Zone High |
$165.32 |
$268.68 |
| In Buy Zone? |
No
|
Yes
|