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 2026-09-26.
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
VRT |
| Current Price |
$212.55 |
$253.28 |
| Fair Value Estimate |
$194.50 |
$274.15 |
| Upside to Fair Value |
-8.5%
|
+8.2%
|
| Market Cap |
$67.4B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
38.8x
|
| Price / Sales |
1.9x
|
8.5x
|
| Price / FCF |
16.4x
|
33.3x
|
| Revenue Growth YoY |
-6.1%
|
+24.1%
|
| Gross Margin |
36.6%
|
37.5%
|
| Operating Margin |
14.1%
|
19.1%
|
| Return on Equity |
41.7%
|
42.1%
|
| Dividend Yield |
2.09% |
0.1% |
| FCF Yield |
6.11%
|
3.0%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
HON |
VRT |
| Zone Low |
$145.88 |
$205.61 |
| Zone High |
$165.32 |
$233.03 |
| In Buy Zone? |
No
|
No
|