HON vs V: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Visa 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
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
V has more upside to fair value (+25.7%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON V
Current Price $212.55 $368.29
Fair Value Estimate $194.50 $463.00
Upside to Fair Value -8.5% +25.7%
Market Cap $67.4B $687.6B
Forward P/E — —
EV / EBITDA 7.4x 24.0x
Price / Sales 1.9x 15.5x
Price / FCF 16.4x 33.5x
Revenue Growth YoY -6.1% +14.4%
Gross Margin 36.6% 80.2%
Operating Margin 14.1% 60.7%
Return on Equity 41.7% 61.3%
Dividend Yield 2.09% 0.73%
FCF Yield 6.11% 2.98%
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…
V — Visa Inc.
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
Metric HON V
Zone Low $145.88 $347.25
Zone High $165.32 $393.55
In Buy Zone? No Yes
← HON Research    V Research →    All Research