HON vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction
Grade B
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
HON trades at a lower forward P/E
(22.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
ORCL |
| Current Price |
$235.04 |
$175.08 |
| Fair Value Estimate |
$211.73 |
$218.26 |
| Upside to Fair Value |
-9.9%
|
+24.7%
|
| Market Cap |
$149.4B |
$503.5B |
| Forward P/E |
22.3x
|
30.8x
|
| EV / EBITDA |
16.9x
|
21.4x
|
| Price / Sales |
4.0x
|
7.9x
|
| Price / FCF |
27.7x
|
-20.4x
|
| Revenue Growth YoY |
-2.7%
|
+7.0%
|
| Gross Margin |
36.9%
|
66.4%
|
| Operating Margin |
17.7%
|
30.8%
|
| Return on Equity |
33.28%
|
57.4%
|
| Dividend Yield |
1.92% |
0% |
| FCF Yield |
3.61%
|
—
|
| 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 …
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
HON |
ORCL |
| Zone Low |
$158.80 |
$163.69 |
| Zone High |
$179.97 |
$185.52 |
| In Buy Zone? |
No
|
Yes
|