HON vs XOM: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Exxon Mobil Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction
Grade B
VS
Exxon Mobil Corporation · Energy
$152.30
-33.0% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
HON has more upside to fair value
(-9.9%).
XOM trades at a lower forward P/E
(17.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
XOM |
| Current Price |
$235.04 |
$152.30 |
| Fair Value Estimate |
$211.73 |
$102.00 |
| Upside to Fair Value |
-9.9%
|
-33.0%
|
| Market Cap |
$149.4B |
$634.6B |
| Forward P/E |
22.3x
|
17.5x
|
| EV / EBITDA |
16.9x
|
9.8x
|
| Price / Sales |
4.0x
|
2.0x
|
| Price / FCF |
27.7x
|
26.9x
|
| Revenue Growth YoY |
-2.7%
|
-4.5%
|
| Gross Margin |
36.9%
|
21.7%
|
| Operating Margin |
17.7%
|
10.5%
|
| Return on Equity |
33.28%
|
11.1%
|
| Dividend Yield |
1.92% |
2.65% |
| FCF Yield |
3.61%
|
3.72%
|
| Analyst Consensus |
Buy
|
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 …
Exxon Mobil is a world-class integrated energy supermajor with unmatched Permian Basin scale following the Pioneer Natural Resources acquisition, a high-margin Guyana growth engine, and disciplined capital allocation. However, the stock remains significantly overvalued relative to its own 5-year history on every key metric. At $152, XOM trades at roughly 22x trailing earnings, 1.96x sales, and 27…
Accumulation Zones
| Metric |
HON |
XOM |
| Zone Low |
$158.80 |
$77.00 |
| Zone High |
$179.97 |
$92.00 |
| In Buy Zone? |
No
|
No
|