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 2026-07-14.
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
HON has more upside to fair value
(-5.5%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
VRTV |
| Current Price |
$222.25 |
$169.99 |
| Fair Value Estimate |
$210.05 |
$96.38 |
| Upside to Fair Value |
-5.5%
|
-43.3%
|
| Market Cap |
$70.4B |
$2.3B |
| Forward P/E |
15.7x
|
7.1x
|
| EV / EBITDA |
13.1x
|
5.4x
|
| Price / Sales |
1.9x
|
0.3x
|
| Price / FCF |
17.1x
|
10.0x
|
| Revenue Growth YoY |
-6.9%
|
-19.0%
|
| Gross Margin |
36.9%
|
22.7%
|
| Operating Margin |
14.9%
|
5.9%
|
| Return on Equity |
23.6%
|
48.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
5.84%
|
9.99%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
| Metric |
HON |
VRTV |
| Zone Low |
$157.54 |
$72.28 |
| Zone High |
$178.54 |
$81.92 |
| In Buy Zone? |
No
|
No
|