Deluxe Corporation (DLX)vsHoneywell International Inc (HON)
DLX
Deluxe Corporation
$23.62
-0.08%
INDUSTRIALS · Cap: $1.08B
HON
Honeywell International Inc
$202.36
+0.09%
INDUSTRIALS · Cap: $64.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Honeywell International Inc generates 1701% more annual revenue ($38.06B vs $2.11B). HON leads profitability with a 21.6% profit margin vs 4.8%. DLX appears more attractively valued with a PEG of 0.46. HON earns a higher WallStSmart Score of 71/100 (B).
DLX
Buy57
out of 100
Grade: C
HON
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.2%
Fair Value
$38.20
Current Price
$23.62
$14.58 discount
Margin of Safety
-28.5%
Fair Value
$189.61
Current Price
$202.36
$12.75 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Earnings expanding 263.9% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 20.3%
Areas to Watch
Smaller company, higher risk/reward
4.8% margin — thin
Revenue declined 4.2%
Earnings declined 17.7%
4.3% revenue growth
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DLX
The strongest argument for DLX centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : HON
The strongest argument for HON centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 21.6% and operating margin at 20.3%.
Bear Case : DLX
The primary concerns for DLX are Market Cap, Profit Margin, Revenue Growth. Debt-to-equity of 2.07 is elevated, increasing financial risk. Thin 4.8% margins leave little buffer for downturns.
Bear Case : HON
The primary concerns for HON are Revenue Growth, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
DLX carries more volatility with a beta of 1.23 — expect wider price swings.
HON is growing revenue faster at 4.3% — sustainability is the question.
HON generates stronger free cash flow (961M), providing more financial flexibility.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HON scores higher overall (71/100 vs 57/100), backed by strong 21.6% margins. DLX offers better value entry with a 31.2% margin of safety. Both earn "Strong 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.
Deluxe Corporation
INDUSTRIALS · CONGLOMERATES · USA
Deluxe Corporation provides technology-based solutions for small businesses and financial institutions in the United States, Canada, Australia, South America, and Europe. The company is headquartered in Shoreview, Minnesota.
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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