HON vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and NVIDIA Corporation — 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
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
NVDA |
| Current Price |
$212.55 |
$225.07 |
| Fair Value Estimate |
$194.50 |
$326.35 |
| Upside to Fair Value |
-8.5%
|
+45.0%
|
| Market Cap |
$67.4B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
23.4x
|
| Price / Sales |
1.9x
|
18.0x
|
| Price / FCF |
16.4x
|
42.9x
|
| Revenue Growth YoY |
-6.1%
|
+105.9%
|
| Gross Margin |
36.6%
|
74.7%
|
| Operating Margin |
14.1%
|
65.2%
|
| Return on Equity |
41.7%
|
110.1%
|
| Dividend Yield |
2.09% |
0.23% |
| FCF Yield |
6.11%
|
2.33%
|
| 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…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
HON |
NVDA |
| Zone Low |
$145.88 |
$244.76 |
| Zone High |
$165.32 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|