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 2026-04-25.
Honeywell International Inc. · Industrials
$213.17
-14.5% upside to fair value
Grade D
VS
Visa Inc. · Financial Services
$304.36
+45.0% upside to fair value
High Conviction Grade A-
QuantHub Verdict
V has more upside to fair value (+45.0%). V trades at a lower forward P/E (23.7x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON V
Current Price $213.17 $304.36
Fair Value Estimate $182.35 $441.32
Upside to Fair Value -14.5% +45.0%
Market Cap $135.1B $586.8B
Forward P/E 33.0x 23.7x
EV / EBITDA 23.9x 22.3x
Price / Sales 3.7x 14.2x
Price / FCF 32.4x 25.6x
Revenue Growth YoY -6.9% +11.3%
Gross Margin 36.9% 81.08%
Operating Margin 14.9% 59.18%
Return on Equity 23.6% 54.22%
Dividend Yield 0% 0.83%
FCF Yield 3.09% 3.91%
Analyst Consensus Buy Strong Buy
Investment Thesis
HON — Honeywell International Inc.
Honeywell International Inc. is a diversified industrial conglomerate operating across Aerospace Technologies, Building Automation, Process Automation and Technology, and Safety and Productivity Solutions. The company benefits from a strong leadership team with deep internal experience and a history of strategic acquisitions that have expanded its portfolio into high-growth areas such as aerospac…
V — Visa Inc.
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
Metric HON V
Zone Low $136.76 $330.99
Zone High $155.00 $375.12
In Buy Zone? No Yes
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