HON vs QCOM: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-25.
Honeywell International Inc. · Industrials
$213.17
-14.5% upside to fair value
Grade D
VS
QUALCOMM Incorporated · Technology
$134.47
+45.0% upside to fair value
Med Conviction Grade B
QuantHub Verdict
QCOM has more upside to fair value (+45.0%). QCOM trades at a lower forward P/E (26.8x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON QCOM
Current Price $213.17 $134.47
Fair Value Estimate $182.35 $194.98
Upside to Fair Value -14.5% +45.0%
Market Cap $135.1B $143.6B
Forward P/E 33.0x 26.8x
EV / EBITDA 23.9x
Price / Sales 3.7x 3.2x
Price / FCF 32.4x 11.1x
Revenue Growth YoY -6.9% +8.7%
Gross Margin 36.9% 55.1%
Operating Margin 14.9% 27.1%
Return on Equity 23.6% 21.6%
Dividend Yield 0%
FCF Yield 3.09% 9.0%
Analyst Consensus Buy Hold
Investment Thesis
HON — Honeywell International Inc.
Honeywell International Inc. is a diversified industrial conglomerate operating across Aerospace Technologies, Building Automation, Process Automation and Technology, and Safety and Productivity Solutions. The company benefits from a strong leadership team with deep internal experience and a history of strategic acquisitions that have expanded its portfolio into high-growth areas such as aerospac…
QCOM — QUALCOMM Incorporated
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
Metric HON QCOM
Zone Low $136.76 $146.23
Zone High $155.00 $165.73
In Buy Zone? No Yes
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