HON vs NKE: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-14.
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$41.05
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NKE has more upside to fair value
(+45.0%).
HON trades at a lower forward P/E
(15.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
NKE |
| Current Price |
$222.25 |
$41.05 |
| Fair Value Estimate |
$210.05 |
$59.52 |
| Upside to Fair Value |
-5.5%
|
+45.0%
|
| Market Cap |
$70.4B |
$60.7B |
| Forward P/E |
15.7x
|
19.6x
|
| EV / EBITDA |
13.1x
|
14.2x
|
| Price / Sales |
1.9x
|
1.3x
|
| Price / FCF |
17.1x
|
57.9x
|
| Revenue Growth YoY |
-6.9%
|
-1.1%
|
| Gross Margin |
36.9%
|
42.9%
|
| Operating Margin |
14.9%
|
8.2%
|
| Return on Equity |
23.6%
|
22.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
5.84%
|
1.73%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Honeywell International Inc. operates as a diversified industrial conglomerate with a strong presence in multiple sectors including aerospace, building technologies, and performance materials. The company demonstrates high business quality with a durable competitive moat supported by strong margins, a 23.6% return on equity, and solid free cash flow generation of $16.78 per share. However, recent…
NIKE, Inc. is a leading global athletic footwear and apparel company with a durable competitive moat supported by its strong brand, scale, and global distribution infrastructure. The company is currently led by CEO Elliott Hill, a seasoned Nike veteran who returned in October 2024 to navigate intensifying competition and channel complexity. Despite its market leadership and solid profitability me…
Accumulation Zones
| Metric |
HON |
NKE |
| Zone Low |
$157.54 |
$44.64 |
| Zone High |
$178.54 |
$50.59 |
| In Buy Zone? |
No
|
Yes
|