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 2026-07-14.
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D High Quality
VS
Exxon Mobil Corporation · Energy
$137.81
-45.0% upside to fair value
Grade C
QuantHub Verdict
HON has more upside to fair value (-5.5%). HON trades at a lower forward P/E (15.7x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON XOM
Current Price $222.25 $137.81
Fair Value Estimate $210.05 $75.80
Upside to Fair Value -5.5% -45.0%
Market Cap $70.4B $571.2B
Forward P/E 15.7x 22.8x
EV / EBITDA 13.1x 10.1x
Price / Sales 1.9x 1.8x
Price / FCF 17.1x 30.4x
Revenue Growth YoY -6.9% +2.6%
Gross Margin 36.9% 25.5%
Operating Margin 14.9% 9.0%
Return on Equity 23.6% 9.8%
Dividend Yield 0% 0%
FCF Yield 5.84% 3.29%
Analyst Consensus Strong Buy Buy
Investment Thesis
HON — Honeywell International Inc.
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…
XOM — Exxon Mobil Corporation
Exxon Mobil Corporation is a leading integrated oil and gas company with a durable competitive moat based on its scale, integration, advantaged long-life resources, proprietary technology, and irreplaceable infrastructure. The company is led by a long-tenured management team with a strong capital allocation track record focused on dividends and buybacks. Despite these strengths, Exxon is currentl…
Accumulation Zones
Metric HON XOM
Zone Low $157.54 $56.85
Zone High $178.54 $64.43
In Buy Zone? No No
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