HON vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction
Grade B
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
HON has more upside to fair value
(-9.9%).
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 |
PLTR |
| Current Price |
$235.04 |
$142.76 |
| Fair Value Estimate |
$211.73 |
$108.00 |
| Upside to Fair Value |
-9.9%
|
-24.3%
|
| Market Cap |
$149.4B |
$327.1B |
| Forward P/E |
22.3x
|
209.7x
|
| EV / EBITDA |
16.9x
|
—
|
| Price / Sales |
4.0x
|
73.1x
|
| Price / FCF |
27.7x
|
155.7x
|
| Revenue Growth YoY |
-2.7%
|
+19.1%
|
| Gross Margin |
36.9%
|
82.4%
|
| Operating Margin |
17.7%
|
31.6%
|
| Return on Equity |
33.28%
|
25.7%
|
| Dividend Yield |
1.92% |
— |
| FCF Yield |
3.61%
|
0.6%
|
| Analyst Consensus |
Buy
|
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 …
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
HON |
PLTR |
| Zone Low |
$158.80 |
$81.00 |
| Zone High |
$179.97 |
$92.00 |
| In Buy Zone? |
No
|
No
|