HON vs NOW: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and ServiceNow, 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
ServiceNow, Inc. · Technology
$139.82
+16.2% upside to fair value
Med Conviction Grade A- High Quality
QuantHub Verdict
NOW has more upside to fair value (+16.2%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON NOW
Current Price $212.55 $139.82
Fair Value Estimate $194.50 $162.50
Upside to Fair Value -8.5% +16.2%
Market Cap $67.4B $144.6B
Forward P/E — —
EV / EBITDA 7.4x 43.1x
Price / Sales 1.9x 9.8x
Price / FCF 16.4x 31.5x
Revenue Growth YoY -6.1% +24.0%
Gross Margin 36.6% 74.8%
Operating Margin 14.1% 11.4%
Return on Equity 41.7% 13.8%
Dividend Yield 2.09% 0%
FCF Yield 6.11% 3.17%
Analyst Consensus Buy Strong Buy
Investment Thesis
HON — Honeywell International Inc.
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…
NOW — ServiceNow, Inc.
ServiceNow provides a cloud-based enterprise workflow platform spanning IT service management, operations, employee workflows, CRM, AI orchestration and security. Business quality is high because its common data model, deeply embedded workflows and cross-department deployments create meaningful switching costs, while roughly 90% of the Fortune 500 use the platform and more than 85 billion workflo…
Accumulation Zones
Metric HON NOW
Zone Low $145.88 $121.88
Zone High $165.32 $138.12
In Buy Zone? No No
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