HON vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Super Micro Computer, Inc. — 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
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
SMCI has more upside to fair value
(-4.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
SMCI |
| Current Price |
$212.55 |
$43.26 |
| Fair Value Estimate |
$194.50 |
$41.44 |
| Upside to Fair Value |
-8.5%
|
-4.2%
|
| Market Cap |
$67.4B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
8.9x
|
| Price / Sales |
1.9x
|
0.7x
|
| Price / FCF |
16.4x
|
—
|
| Revenue Growth YoY |
-6.1%
|
+93.2%
|
| Gross Margin |
36.6%
|
10.8%
|
| Operating Margin |
14.1%
|
7.1%
|
| Return on Equity |
41.7%
|
25.1%
|
| Dividend Yield |
2.09% |
0% |
| FCF Yield |
6.11%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
HON |
SMCI |
| Zone Low |
$145.88 |
$31.08 |
| Zone High |
$165.32 |
$35.22 |
| In Buy Zone? |
No
|
No
|