HON vs TMO: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Thermo Fisher Scientific 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
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
TMO has more upside to fair value (+31.1%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON TMO
Current Price $212.55 $658.32
Fair Value Estimate $194.50 $863.34
Upside to Fair Value -8.5% +31.1%
Market Cap $67.4B $244.7B
Forward P/E — —
EV / EBITDA 7.4x 25.9x
Price / Sales 1.9x 5.3x
Price / FCF 16.4x 33.4x
Revenue Growth YoY -6.1% +10.5%
Gross Margin 36.6% 40.4%
Operating Margin 14.1% 17.7%
Return on Equity 41.7% 13.4%
Dividend Yield 2.09% 0.28%
FCF Yield 6.11% 3.0%
Analyst Consensus Buy Strong Buy
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…
TMO — Thermo Fisher Scientific Inc.
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
Metric HON TMO
Zone Low $145.88 $647.50
Zone High $165.32 $733.84
In Buy Zone? No Yes
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