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Compare Stocks › HON vs LOW

Honeywell International Inc. (HON) vs Lowe's Companies, Inc. (LOW)

HON
Honeywell International Inc.
$212.50
VS
LOW
Lowe's Companies, Inc.
$233.33

Rewards

HON
  • ★Honeywell International Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
  • ★Honeywell International Inc. scores 85/100 on the Economic Moat Score (Wide Moat), with margin stability as the strongest competitive dimension.
  • ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
LOW
  • ★Lowe's Companies, Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • ★Lowe's Companies, Inc. scores 80/100 on the Economic Moat Score (Wide Moat), with margin stability as the strongest competitive dimension.
  • ★Dividend yield of 2.06% with a consistent or growing payout over the past 4 years.

Risks

HON
  • ⚠Trailing P/E of 33.9x is 37% above the historical average of 24.8x — the stock trades at a premium to its own history.
  • ⚠High leverage (2.57x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
  • ⚠5 insider sales totaling $4.0M with no purchases in the past 3 months — insiders are reducing their exposure.
LOW
  • ⚠Each dollar of retained earnings has produced only $0.18 of earning power — shareholders may have been better served by dividends.
  • ⚠FCF yield of 5.9% suggests reasonable valuation assuming continued moderate growth.
  • ⚠PEG ratio of 2.48 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.

Key Valuation Metrics

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HON
LOW
Valuation
$5.42B
Free Cash Flow
$7.65B
4.03%
FCF Yield
5.85%
33.89
Trailing P/E
19.69
18.52
Forward P/E
17.10
Quality & Moat
11.92%
ROIC
13.05%
35.04%
ROE
N/A
36.93%
Gross Margin
33.48%
1.93
PEG Ratio
2.48
Balance Sheet Safety
2.57
Debt / Equity
N/A
N/A
Interest Coverage
N/A
2.97
Net Debt / EBITDA
3.52
2.24%
Dividend Yield
2.06%
HON: 4Ties: 1LOW: 5
HONLOW

Historical Fundamentals

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HON

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

LOW

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

$1 Retained Earnings Test

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HON
$-1.48
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$7.36B
Δ Market Cap
$-10.90B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
LOW
$-0.21
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$13.60B
Δ Market Cap
$-2.87B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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HON
60.2% Overvalued
Price is 60.2% above estimated fair value
Current Price: $212.50
Fair Value: $132.69
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
LOW
26.4% Overvalued
Price is 26.4% above estimated fair value
Current Price: $233.33
Fair Value: $184.65
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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HON

What growth rate is the market pricing in at $213?

+14.9%
Market-Implied Owner Earnings Growth
Standard FCF implies +13.0%

The market implies +14.9% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +13.0%, reflecting heavy growth investment.

LOW

What growth rate is the market pricing in at $233?

+11.4%
Market-Implied Owner Earnings Growth
Standard FCF implies +9.5%

The market implies +11.4% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +9.5%, reflecting heavy growth investment.

Economic Moat Score

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HON
85/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat with strength across all dimensions. Margin Stability is the standout factor.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
LOW
80/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat with strength across all dimensions. Margin Stability is the standout factor.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

Forensic Accounting

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HON
-2.60
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
LOW
8.81
Likely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Ownership Breakdown

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HON
Insiders 0.1%Institutions 81.1%Retail & Other 18.8%
No. of Institutional Holders3,342
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
LOW
Insiders 0.1%Institutions 80.8%Retail & Other 19.1%
No. of Institutional Holders3,333
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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HON
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
LOW
0
Buys (3M)
1
Buys (12M)
Total value (12M): $231,063
SIMKINS LAWRENCE
Director
$231,063
@ $231.06 · 2025-11-24
SIMKINS LAWRENCE
Director
$245,532
@ $245.53 · 2024-12-20
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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HON
5
Sells (3M)
8
Sells (12M)
Total value (12M): $16.52M
CURRIER JAMES E
Officer
$547,725
@ $243.65 · 2026-03-02
WEST KENNETH J
Officer
$211,877
@ $242.70 · 2026-03-02
LIEBLEIN GRACE D
Director
$1.43M
@ $243.73 · 2026-02-23
DAVIS D. SCOTT
Director
$568,080
@ $240.00 · 2026-02-19
MAILLOUX ROBERT D
Officer
$1.26M
@ $239.00 · 2026-02-06
MAILLOUX ROBERT D
Officer
$2.42M
@ $229.00 · 2026-01-30
BOLDEA LUCIAN
Officer
$9.34M
@ $221.58 · 2025-08-27
WEST KENNETH J
Officer
$752,026
@ $218.10 · 2025-08-01
MADDEN ANNE T
General Counsel
$6.00M
@ $207.89 · 2025-02-10
ADAMCZYK DARIUS E
Director
$5.81M
@ $203.96 · 2024-05-15
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
LOW
1
Sells (3M)
8
Sells (12M)
Total value (12M): $32.92M
VANCE QUONTA D
Officer
$2.67M
@ $257.54 · 2026-03-04
ELLISON MARVIN R
Chief Executive Officer
$4.70M
@ $261.17 · 2026-01-09
MCFARLAND JOSEPH MICHAEL III
Officer
$11.94M
@ $272.60 · 2025-09-11
SINK BRANDON J.
Chief Financial Officer
$2.20M
@ $268.58 · 2025-09-05
PRYOR JULIETTE WILLIAMS
Officer
$238,939
@ $257.20 · 2025-08-26
ELLISON MARVIN R
Chief Executive Officer
$10.56M
@ $264.10 · 2025-08-20
DUPRE JANICE M.
Officer
$350,039
@ $224.38 · 2025-06-10
PRYOR JULIETTE WILLIAMS
Officer
$257,077
@ $227.50 · 2025-06-03
VANCE QUONTA D
Officer
$1.97M
@ $274.37 · 2024-11-27
MCFARLAND JOSEPH MICHAEL III
Officer
$1.08M
@ $270.74 · 2024-10-03
GODBOLE SEEMANTINI P
Chief Technology Officer
$7.12M
@ $271.73 · 2024-10-03
VAGELL MARGRETHE R
Officer
$1.56M
@ $271.45 · 2024-10-02
GRIGGS DAN CLAYTON JR.
Officer
$1.68M
@ $248.82 · 2024-09-12
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

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HON
FearGreed
😐Neutral(45/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
LOW
FearGreed
😐Neutral(42/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

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HON
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (45)
LOW
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (42)
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