HON vs VRT: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-14.
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D High Quality
QuantHub Verdict
HON has more upside to fair value (-5.5%). HON trades at a lower forward P/E (15.7x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON VRT
Current Price $222.25 $333.05
Fair Value Estimate $210.05 $183.18
Upside to Fair Value -5.5% -45.0%
Market Cap $70.4B $127.9B
Forward P/E 15.7x 81.8x
EV / EBITDA 13.1x 55.4x
Price / Sales 1.9x 11.8x
Price / FCF 17.1x 55.4x
Revenue Growth YoY -6.9% +30.1%
Gross Margin 36.9% 36.2%
Operating Margin 14.9% 18.5%
Return on Equity 23.6% 42.1%
Dividend Yield 0% 0%
FCF Yield 5.84% 1.81%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
HON — Honeywell International Inc.
Honeywell International Inc. operates as a diversified industrial conglomerate with a strong presence in multiple sectors including aerospace, building technologies, and performance materials. The company demonstrates high business quality with a durable competitive moat supported by strong margins, a 23.6% return on equity, and solid free cash flow generation of $16.78 per share. However, recent…
VRT — Vertiv Holdings Co
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
Metric HON VRT
Zone Low $157.54 $137.38
Zone High $178.54 $155.70
In Buy Zone? No No
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