Stock analysis · Bull Rankings model

HON analysis

Honeywell International Inc.Conglomerates. Scored on the same transparent model behind the daily rankings.

Quantum Computing
HON
Honeywell International Inc. · Conglomerates
FCF$4.0bB
Rev+5.0%C+
D/E1.85C
P/E9.6xA
PEG3.84D
50.4Score
$249.00$78.9B
1Y Target$263.11Analyst consensus · 19 analysts
5Y Target$332.16Compound horizon
10Y Target$425.99Long-dated conviction
FCF$4.0bTTM
B
FCF $4.0b — solid, comfortably covers operations and capital return
Rev+5.0%TTM YoY
C+
Revenue +5.0% — steady but below market-beating range
D/E1.85
C
D/E 1.85 — more levered than most Industrials peers (≈90th pctile)
P/E9.6x
A
P/E 9.6 — cheapest decile in Industrials (≈10th pctile)
PEG3.84
D
PEG 3.84 — very expensive; pricing in best-case scenarios

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 50.4
Quality0.71
Growth0.33
Value0.55
Why this score
  • Raising its dividend
  • Durable high returns
Entry · Margin of safety
52-week rangeNear 52-week high
4% off the 12-month high
vs DCF fair value15% belowest. fair value ~$292
What the price assumes: free cash flow compounding at ~8% a year for the next decade — vs the ~21% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability20% · C+gross profit ÷ total assets (Novy-Marx)
ROIC11.8% · Breturn on invested capital — not score-weighted
Why now
Conglomerates · market cap $78.9b. 4% off the 52-week high of $260.28. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $263.11 (implying +6% 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. $78.9b 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.
Horizon
1-3 yr $263.11 (19-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $332.16 at ~6% CAGR — dividend + buyback compounding. 10 yr $425.99 if the moat survives secular pressure.
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.

HON vs the Top Picks average

PillarHONBook avgDiff
Quality0.710.83-0.12
Growth0.330.91-0.58
Value0.550.75-0.19

Averaged across the 30 names in today's Top Picks (mean score 81.8). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
-2.6 over 32 daily scores
From 53.0 (Jun 22) → 50.4 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
8
Position size
$1,992
4.0% of portfolio
Stop price
$186.75
25% below $249.00
$ at risk if stopped
$498.00
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Honeywell International Inc. (HON): score, valuation & FAQ

Honeywell International Inc. (HON) is a Conglomerates company that scores 50.4 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are P/E (A), while PEG (D) rate weaker. On valuation, HON sits about 15% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 8% annual free-cash-flow growth over the next decade.

Is HON a good stock to buy?

Bull Rankings scores HON 50.4 out of 100 on its quality-growth model, which is a middling reading. That is driven by P/E (A). A score is a quantitative screen of Honeywell International Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does HON score 50.4 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). HON earns its highest marks on P/E (A), and is held back by PEG (D). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is HON overvalued or undervalued?

Based on $249.00, HON sits about 15% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 8% annual free-cash-flow growth over the next decade. It trades at a 9.6x× P/E (graded A). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in HON?

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.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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