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 2026-09-26.
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
ORCL |
| Current Price |
$212.55 |
$149.12 |
| Fair Value Estimate |
$194.50 |
$216.22 |
| Upside to Fair Value |
-8.5%
|
+45.0%
|
| Market Cap |
$67.4B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
14.6x
|
| Price / Sales |
1.9x
|
6.0x
|
| Price / FCF |
16.4x
|
—
|
| Revenue Growth YoY |
-6.1%
|
+29.6%
|
| Gross Margin |
36.6%
|
63.9%
|
| Operating Margin |
14.1%
|
32.4%
|
| Return on Equity |
41.7%
|
42.6%
|
| Dividend Yield |
2.09% |
1.34% |
| FCF Yield |
6.11%
|
—
|
| 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…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
HON |
ORCL |
| Zone Low |
$145.88 |
$162.16 |
| Zone High |
$165.32 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|