Verdict: Side-by-side breakdown using the Bull Rankings model. GHC scored 53.3, HON scored 48.4 — GHC leads.
Compare another set
GHC
Graham Holdings Company
Conglomerates · Quality-Growth
53.3
$1,173.16 · $5.0B
fundamentals as of
Score gap
4.9
GHC leads
HON
Honeywell International Inc.
Conglomerates · Quality-Growth
48.4
$207.73 · $65.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestHON7.7x
Fastest growthHON+5.0%
Strongest balance sheetGHC0.30
Highest qualityHON67 / 100
Largest discount to fair valueGHC-4%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
GHC
stronger →← stronger
HON
53
Qualityreturns · margins · balance sheet
67
54
Growthrevenue & earnings expansion
33
52
Valuevaluation vs sector peers
52
GHC and HON split the three pillars evenly.
Fundamentals, head-to-head
GHC
HON
$275mC
FCF
$4.0bB
+2.5%C
Rev
+5.0%C+
0.30A-
D/E
1.85C
9.5xA
P/E
7.7xA
4.04D
PEG
—
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
GHC
HON
4% below
Price vs fair valuelower is cheaper
3% above
~2%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~4%/yr
+6%
1-yr DCF upside
-2%
+4%
5-yr DCF upside
-3%
+2%
10-yr DCF upside
-5%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GHC
No notable signals flagged.
HON
Why this score
Durable high returns
The companies
GHCGraham Holdings Company
Conglomerates · $1,173.16 · beta 0.70
Why now
Conglomerates · market cap $5.0b. 7% off the 52-week high of $1262.35.
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
HONHoneywell International Inc.
Conglomerates · $207.73 · beta 0.89
Why now
Conglomerates · market cap $65.8b. Down 20% from 52-week high of $260.28 — deep drawdown territory. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $257.61 (implying +24% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 44% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $65.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where GHC and HON diverge
On the headline score the gap is 4.9 points in favor of GHC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
GrowthGHC 54.3 · HON 32.6GHC +21.7
QualityGHC 53.4 · HON 66.9HON +13.5
ValueGHC 52.2 · HON 52.1level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is GHC or HON the better stock?
GHC scores higher: GHC 53.3, HON 48.4 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do GHC and HON differ most?
The widest gap is growth, where GHC leads by 22 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are GHC and HON scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.