Honeywell International Inc (HON)vsPACCAR Inc (PCAR)
HON
Honeywell International Inc
$246.21
+2.27%
INDUSTRIALS · Cap: $78.64B
PCAR
PACCAR Inc
$133.11
+0.80%
INDUSTRIALS · Cap: $71.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Honeywell International Inc generates 37% more annual revenue ($38.06B vs $27.82B). HON leads profitability with a 21.6% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.32. HON earns a higher WallStSmart Score of 69/100 (B-).
HON
Strong Buy69
out of 100
Grade: B-
PCAR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-28.5%
Fair Value
$189.60
Current Price
$246.21
$56.61 premium
Margin of Safety
-56.3%
Fair Value
$85.29
Current Price
$133.11
$47.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Large-cap with strong market position
Areas to Watch
4.3% revenue growth
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : HON
The primary concerns for HON are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
PCAR carries more volatility with a beta of 0.98 — 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 (69/100 vs 52/100), backed by strong 21.6% margins. 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.
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).
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
Compare with Other CONGLOMERATES Stocks
Want to dig deeper into these stocks?