HON vs PLTR: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Palantir Technologies Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Honeywell International Inc. Β· Industrials
$212.55
-8.5% upside to fair value
Med Conviction Grade C
VS
Palantir Technologies Inc. Β· Technology
$189.67
+2.4% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
PLTR has more upside to fair value (+2.4%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric HON PLTR
Current Price $212.55 $189.67
Fair Value Estimate $194.50 $194.30
Upside to Fair Value -8.5% +2.4%
Market Cap $67.4B $435.5B
Forward P/E β€” β€”
EV / EBITDA 7.4x 139.9x
Price / Sales 1.9x 70.7x
Price / FCF 16.4x 135.3x
Revenue Growth YoY -6.1% +92.8%
Gross Margin 36.6% 84.8%
Operating Margin 14.1% 42.8%
Return on Equity 41.7% 37.5%
Dividend Yield 2.09% 0%
FCF Yield 6.11% 0.74%
Analyst Consensus Buy Hold
Investment Thesis
HON β€” Honeywell International Inc.
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…
PLTR β€” Palantir Technologies Inc.
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
Metric HON PLTR
Zone Low $145.88 $145.73
Zone High $165.32 $165.16
In Buy Zone? No No
← HON Research    PLTR Research β†’    All Research