Brookfield Business Partners LP (BBU)vsHoneywell International Inc (HON)
BBU
Brookfield Business Partners LP
$31.46
0.00%
INDUSTRIALS · Cap: $2.79B
HON
Honeywell International Inc
$224.05
+0.13%
INDUSTRIALS · Cap: $69.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Honeywell International Inc generates 37% more annual revenue ($37.74B vs $27.46B). HON leads profitability with a 18.7% profit margin vs -0.1%. HON earns a higher WallStSmart Score of 57/100 (C).
BBU
Buy52
out of 100
Grade: C-
HON
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.1%
Fair Value
$24.19
Current Price
$31.46
$7.27 premium
Margin of Safety
-29.7%
Fair Value
$187.86
Current Price
$224.05
$36.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Areas to Watch
Weak financial health signals
ROE of -0.6% — below average capital efficiency
Revenue declined 4.5%
Currently unprofitable
1.3% revenue growth
Expensive relative to growth rate
Earnings declined 63.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : HON
The strongest argument for HON centers on P/E Ratio, Return on Equity, Market Cap. Profitability is solid with margins at 18.7% and operating margin at 16.9%.
Bear Case : BBU
The primary concerns for BBU are Piotroski F-Score, Return on Equity, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : HON
The primary concerns for HON are Revenue Growth, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while HON is a value play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
HON is growing revenue faster at 1.3% — sustainability is the question.
HON generates stronger free cash flow (137M), providing more financial flexibility.
Bottom Line
HON scores higher overall (57/100 vs 52/100), backed by strong 18.7% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Brookfield Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
Visit Website →Honeywell International Inc
INDUSTRIALS · CONGLOMERATES · USA
Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).
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