HON vs VST: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Vistra Corp. — 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
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
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 |
VST |
| Current Price |
$212.55 |
$140.67 |
| Fair Value Estimate |
$194.50 |
$108.27 |
| Upside to Fair Value |
-8.5%
|
-23.0%
|
| Market Cap |
$67.4B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
10.3x
|
| Price / Sales |
1.9x
|
3.0x
|
| Price / FCF |
16.4x
|
34.7x
|
| Revenue Growth YoY |
-6.1%
|
-5.5%
|
| Gross Margin |
36.6%
|
13.0%
|
| Operating Margin |
14.1%
|
2.3%
|
| Return on Equity |
41.7%
|
41.5%
|
| Dividend Yield |
2.09% |
0.65% |
| FCF Yield |
6.11%
|
2.88%
|
| 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…
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
HON |
VST |
| Zone Low |
$145.88 |
$81.20 |
| Zone High |
$165.32 |
$92.03 |
| In Buy Zone? |
No
|
No
|