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 2026-09-26.
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction Grade C
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction Grade D High Quality
QuantHub Verdict
HON has more upside to fair value (-8.5%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON QCOM
Current Price $212.55 $201.97
Fair Value Estimate $194.50 $159.42
Upside to Fair Value -8.5% -21.1%
Market Cap $67.4B $212.1B
Forward P/E — —
EV / EBITDA 7.4x 16.5x
Price / Sales 1.9x 4.8x
Price / FCF 16.4x 20.5x
Revenue Growth YoY -6.1% -4.0%
Gross Margin 36.6% 54.2%
Operating Margin 14.1% 23.2%
Return on Equity 41.7% 37.3%
Dividend Yield 2.09% 1.79%
FCF Yield 6.11% 4.88%
Analyst Consensus Buy Hold
Investment Thesis
HON — 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…
QCOM — QUALCOMM Incorporated
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
Metric HON QCOM
Zone Low $145.88 $119.56
Zone High $165.32 $135.51
In Buy Zone? No No
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