HON vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
HON has more upside to fair value
(-8.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
VRTV |
| Current Price |
$212.55 |
$169.99 |
| Fair Value Estimate |
$194.50 |
$93.49 |
| Upside to Fair Value |
-8.5%
|
-45.0%
|
| Market Cap |
$67.4B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
5.4x
|
| Price / Sales |
1.9x
|
0.4x
|
| Price / FCF |
16.4x
|
10.4x
|
| Revenue Growth YoY |
-6.1%
|
-19.0%
|
| Gross Margin |
36.6%
|
22.7%
|
| Operating Margin |
14.1%
|
5.9%
|
| Return on Equity |
41.7%
|
48.6%
|
| Dividend Yield |
2.09% |
1.48% |
| FCF Yield |
6.11%
|
9.57%
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
HON |
VRTV |
| Zone Low |
$145.88 |
$70.12 |
| Zone High |
$165.32 |
$79.47 |
| In Buy Zone? |
No
|
No
|