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 2026-04-18.
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction
Grade B
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
HON has more upside to fair value
(-9.9%).
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 |
VRT |
| Current Price |
$235.04 |
$307.34 |
| Fair Value Estimate |
$211.73 |
$272.65 |
| Upside to Fair Value |
-9.9%
|
-11.3%
|
| Market Cap |
$149.4B |
$117.6B |
| Forward P/E |
22.3x
|
88.2x
|
| EV / EBITDA |
16.9x
|
55.3x
|
| Price / Sales |
4.0x
|
11.5x
|
| Price / FCF |
27.7x
|
61.2x
|
| Revenue Growth YoY |
-2.7%
|
+7.6%
|
| Gross Margin |
36.9%
|
34.8%
|
| Operating Margin |
17.7%
|
18.2%
|
| Return on Equity |
33.28%
|
40.3%
|
| Dividend Yield |
1.92% |
0% |
| FCF Yield |
3.61%
|
1.63%
|
| Analyst Consensus |
Buy
|
Strong 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 …
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
HON |
VRT |
| Zone Low |
$158.80 |
$204.49 |
| Zone High |
$179.97 |
$231.75 |
| In Buy Zone? |
No
|
No
|