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v0.1
HON$236.54-0.55%
Fair $236.54+0.0%

HON

Honeywell International Inc.

Industrials / ConglomeratesNasdaqGS

$236.54

-1.32 (-0.55%)

Fairly Valued+0.0%Fair Value $236.54Fund rank 38/100 · PassSEC 19/19 yrs|
SA 34/D
F-Score: 4/9
High Debt

FCF base 3Y

$127.99

-18.5% CAGR · yield 6.8%

FCF base 5Y

$133.19

-10.8% base · -4.4% expected

Precio de entrada

$58.74

MOS 22% · confianza 65%

FCF escenarios

modelled · normalized FCF $5.2B · quality 60.3/100

Pass 38/100
Bear 5Y$65.99-22.5%
Base 5Y$133.19-10.8%
Bull 5Y$424.51+12.4%
Return 17/100Downside 13/100Model quality 86/100Data QA 73/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

34/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

-4.4%

33/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 1sec-companyfacts: 19
Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 2.56, above the 2.0 threshold
Thesis & Journal · HONLocal privado en este navegador · Honeywell International Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$149.9B

P/E

31.0x

↑

EV/EBITDA

21.3x

↑

ROE

34.0%

↑

Gross Margin

9.3%

↓

Debt/Equity

2.56

↑
52-Week Range$237
$187$248

TradingView lightweight chart

HON price, volumen y niveles de valoración

Último $236.54Periodo +364.4%
Buy zone: $58.74Bear 5Y: $65.99Fair value: $236.54Base 5Y: $133.19Bull 5Y: $424.51

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+0.4%

FCF CAGR

+3.1%

FCF margin

14.5%

FCF / Net income

1.15x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $37.44B · net income $4.73B · FCF $5.42B

2007-FY → 2025-FY

Gross margin

9.3%— pts

Operating margin

21.7%— pts

Net margin

12.6%+5.6% pts

FCF margin

14.5%+5.4% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$37.44B$37.44B$34.72B$33.01B$35.47B$34.39B$32.64B$36.71B$41.80B$40.53B$39.30B$38.58B$40.31B$39.05B$37.66B$36.53B$32.35B$29.95B$36.56B$34.59B
Net Income$4.73B$4.73B$5.71B$5.66B$4.97B$5.54B$4.78B$6.14B$6.76B$1.54B$4.81B$4.77B$4.24B$3.92B$2.93B$2.07B$2.02B$1.55B$806.0M$2.44B
EBITDA$8.21B$8.21B$8.44B$7.94B$8.00B———————————————
EPS7.367.368.718.477.277.916.728.418.982.006.216.045.334.923.692.612.592.051.083.16
Gross Margin9.3%9.3%9.7%37.5%37.0%—32.1%33.7%30.5%30.6%30.9%30.7%28.2%27.4%24.9%21.8%23.6%23.0%——
Operating Margin21.7%21.7%22.1%22.9%22.6%———————————————
Net Margin12.6%12.6%16.4%17.1%14.0%16.1%14.6%16.7%16.2%3.8%12.2%12.4%10.5%10.0%7.8%5.7%6.3%5.2%2.2%7.1%
Balance Sheet
Debt/Equity2.562.561.721.361.230.861.070.680.690.840.640.340.400.430.540.640.590.82——
Current Ratio1.391.39——————————————————
Cash Flow
Free Cash Flow$5.42B$5.42B$5.23B$4.60B$4.51B$5.14B$5.30B$6.06B$5.61B$4.93B$4.40B$4.45B——$2.63B$2.04B$3.56B$3.34B$2.91B$3.14B
Returns
ROE34.0%34.0%30.6%35.7%29.7%29.8%27.2%33.2%37.2%9.4%24.8%26.1%24.0%22.5%22.6%19.1%19.0%17.5%11.2%26.3%
Valuation
P/E30.9730.9726.1726.9131.3528.8133.9227.1025.38113.9636.7037.7442.7646.3361.7787.3388.00111.18211.0472.13
EV/EBITDA21.3421.3419.1917.8518.29———————————————
P/B10.5410.548.029.609.328.609.249.009.4410.669.129.8410.2610.4013.9116.7016.6919.4423.58—
Growth & Yield
Revenue Growth7.8%7.8%5.2%-6.9%3.1%5.4%-11.1%-12.2%3.1%3.1%1.9%-4.3%3.2%3.7%3.1%12.9%8.0%-18.1%5.7%—
EPS Growth-15.5%-15.5%2.8%16.5%-8.1%17.7%-20.1%-6.3%349.0%-67.8%2.8%13.3%8.3%33.3%41.4%0.8%26.3%89.8%-65.8%—
Dividend Yield2.0%2.0%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

41.8%

muy exigente

EPS terminal req.

$20.99

Spread vs growth

-57.3%

5Y implied EPS CAGR

28.1%

muy exigente

EPS terminal req.

$25.40

Spread vs growth

-43.6%

10Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$40.90

Spread vs growth

-34.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +12.7%

Total return

+12.7%

Start / end P/E

24.5x → 32.1x

EPS bridge

8.71 → 7.36

Residual

-4.8%

EPS growth-15.5%
Multiple rerating+31.0%
Dividend+2.0%
Residual / FX / buybacks / cross-term-4.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.