WallStSmart

Honeywell International Inc (HON)vsKinder Morgan Inc (KMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Honeywell International Inc generates 115% more annual revenue ($37.66B vs $17.52B). KMI leads profitability with a 18.9% profit margin vs 10.9%. HON appears more attractively valued with a PEG of 1.97. KMI earns a higher WallStSmart Score of 64/100 (C+).

HON

Buy

55

out of 100

Grade: C

Growth: 3.3Profit: 7.0Value: 4.3Quality: 5.0

KMI

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 3.3Quality: 4.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for HON.

KMISignificantly Overvalued (-29.2%)

Margin of Safety

-29.2%

Fair Value

$24.34

Current Price

$31.41

$7.07 premium

UndervaluedFair: $24.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HON3 strengths · Avg: 8.7/10
Market CapQuality
$135.04B9/10

Large-cap with strong market position

Return on EquityProfitability
24.3%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

KMI4 strengths · Avg: 8.3/10
Market CapQuality
$70.13B9/10

Large-cap with strong market position

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.9%8/10

Strong operational efficiency at 29.9%

EPS GrowthGrowth
36.0%8/10

Earnings expanding 36.0% YoY

Areas to Watch

HON4 concerns · Avg: 4.0/10
PEG RatioValuation
1.974/10

Expensive relative to growth rate

P/E RatioValuation
34.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

KMI1 concerns · Avg: 2.0/10
PEG RatioValuation
3.872/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : HON

The strongest argument for HON centers on Market Cap, Return on Equity, Operating Margin.

Bull Case : KMI

The strongest argument for KMI centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 29.9%. Revenue growth of 13.8% demonstrates continued momentum.

Bear Case : HON

The primary concerns for HON are PEG Ratio, P/E Ratio, Price/Book.

Bear Case : KMI

The primary concerns for KMI are PEG Ratio.

Key Dynamics to Monitor

HON profiles as a value stock while KMI is a mature play — different risk/reward profiles.

HON carries more volatility with a beta of 0.81 — expect wider price swings.

KMI is growing revenue faster at 13.8% — sustainability is the question.

KMI generates stronger free cash flow (687M), providing more financial flexibility.

Bottom Line

KMI scores higher overall (64/100 vs 55/100), backed by strong 18.9% margins and 13.8% revenue growth. 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.

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).

Kinder Morgan Inc

ENERGY · OIL & GAS MIDSTREAM · USA

Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.

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