HON vs TSLA: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Tesla, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction
Grade B
VS
Tesla, Inc. · Consumer Cyclical
$343.23
-5.3% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
TSLA has more upside to fair value
(-5.3%).
HON trades at a lower forward P/E
(22.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
TSLA |
| Current Price |
$235.04 |
$343.23 |
| Fair Value Estimate |
$211.73 |
$325.00 |
| Upside to Fair Value |
-9.9%
|
-5.3%
|
| Market Cap |
$149.4B |
$1,287.9B |
| Forward P/E |
22.3x
|
205.5x
|
| EV / EBITDA |
16.9x
|
108.8x
|
| Price / Sales |
4.0x
|
13.6x
|
| Price / FCF |
27.7x
|
207.1x
|
| Revenue Growth YoY |
-2.7%
|
-2.9%
|
| Gross Margin |
36.9%
|
18.0%
|
| Operating Margin |
17.7%
|
4.6%
|
| Return on Equity |
33.28%
|
4.8%
|
| Dividend Yield |
1.92% |
0% |
| FCF Yield |
3.61%
|
0.48%
|
| Analyst Consensus |
Buy
|
—
|
Investment Thesis
Honeywell is a diversified industrial conglomerate in the final stages of a transformative three-way separation into Honeywell Aerospace, Solstice Advanced Materials, and a retained Automation entity, targeting Q3 2026 completion. The business generated 33% ROE and $5.4B in free cash flow on $37.4B revenue in FY2025, supported by a record $37B backlog with 23% organic order growth in Q4. At $235 …
Tesla remains the most polarizing stock in markets. The core auto business is deteriorating: FY2025 revenue fell 2.9% to $94.8B, net income dropped 46.8% to $3.8B, and Q4 deliveries declined 15.6% YoY to 418K units. Yet the stock trades at 13.6x TTM P/S (near 5yr highs) on the optionality of Cybercab robotaxis launching April 2026, FSD reaching unsupervised status in Austin, and Optimus humanoid …
Accumulation Zones
| Metric |
HON |
TSLA |
| Zone Low |
$158.80 |
$244.00 |
| Zone High |
$179.97 |
$276.00 |
| In Buy Zone? |
No
|
No
|