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 2026-04-11.
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction
Grade B
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
NVDA |
| Current Price |
$235.04 |
$182.08 |
| Fair Value Estimate |
$211.73 |
$290.00 |
| Upside to Fair Value |
-9.9%
|
+59.3%
|
| Market Cap |
$149.4B |
$4,425.5B |
| Forward P/E |
22.3x
|
—
|
| EV / EBITDA |
16.9x
|
31.4x
|
| Price / Sales |
4.0x
|
21.0x
|
| Price / FCF |
27.7x
|
46.9x
|
| Revenue Growth YoY |
-2.7%
|
+65.5%
|
| Gross Margin |
36.9%
|
71.1%
|
| Operating Margin |
17.7%
|
60.4%
|
| Return on Equity |
33.28%
|
76.3%
|
| Dividend Yield |
1.92% |
0.02% |
| FCF Yield |
3.61%
|
2.13%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Honeywell is a diversified industrial conglomerate in the final stages of a transformative three-way separation into Honeywell Aerospace, Solstice Advanced Materials, and a retained Automation entity, targeting Q3 2026 completion. The business generated 33% ROE and $5.4B in free cash flow on $37.4B revenue in FY2025, supported by a record $37B backlog with 23% organic order growth in Q4. At $235 …
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
HON |
NVDA |
| Zone Low |
$158.80 |
$218.00 |
| Zone High |
$179.97 |
$250.00 |
| In Buy Zone? |
No
|
Yes
|