COMPARE · Reviewed July 29, 2026
HON vs VMI
Verdict: Side-by-side breakdown using the Bull Rankings model. HON scored 50.7, VMI scored 61.5 — VMI leads.
Compare another set
HON
Honeywell International Inc.
50.7
$240.43 · $76.2B
fundamentals as of
Score gap
10.8
VMI leads
VMI
Valmont Industries, Inc.
61.5
$473.95 · $9.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
HON
stronger →← stronger
VMI
71
Qualityreturns · margins · balance sheet
80
33
Growthrevenue & earnings expansion
42
56
Valuevaluation vs sector peers
69
VMI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
HON
VMI
$4.0bB
FCF
$322mC
+5.0%C+
Rev
+3.8%C+
1.85C
D/E
0.50B+
9.2xA
P/E
18.5xA-
3.90D
PEG
1.13B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
HON
VMI
16% below
Price vs fair valuelower is cheaper
97% above
~8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~26%/yr
-4%
1-yr DCF upside
-55%
+19%
5-yr DCF upside
-49%
+65%
10-yr DCF upside
-40%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HON
Why this score
- Raising its dividend
- Durable high returns
VMI
Why this score
- Buying back stock
- Raising its dividend
The companies
HONHoneywell International Inc.
Why now
Conglomerates · market cap $76.2b. 8% off the 52-week high of $260.28. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $262.00 (implying +9% 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. $76.2b 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.
VMIValmont Industries, Inc.
Why now
Conglomerates · market cap $9.1b. 19% off the 52-week high of $585.71. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $624.50 (implying +32% upside).
Moat
ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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.