Competitive view
HON vs. two close competitors
This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.
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Honeywell International Inc.
HON
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
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Lockheed Martin Corporation
LMT
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
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Union Pacific Corporation
UNP
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
HON
$139.60B
Honeywell International Inc.
LMT
$124.58B
Lockheed Martin Corporation
UNP
$161.91B
Union Pacific Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
HON
35.2x
Honeywell International Inc.
LMT
26.2x
Lockheed Martin Corporation
UNP
22.4x
Union Pacific Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
HON
19.2x
Honeywell International Inc.
LMT
16.8x
Lockheed Martin Corporation
UNP
19.9x
Union Pacific Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
HON
2.4%
Honeywell International Inc.
LMT
0.3%
Lockheed Martin Corporation
UNP
3.2%
Union Pacific Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
HON
-41.9%
Honeywell International Inc.
LMT
-11.5%
Lockheed Martin Corporation
UNP
6.2%
Union Pacific Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
HON
21.0%
Honeywell International Inc.
LMT
11.0%
Lockheed Martin Corporation
UNP
40.4%
Union Pacific Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
HON
36.9%
Honeywell International Inc.
LMT
9.9%
Lockheed Martin Corporation
UNP
56.5%
Union Pacific Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
HON
10.9%
Honeywell International Inc.
LMT
6.4%
Lockheed Martin Corporation
UNP
29.2%
Union Pacific Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
HON
24.3%
Honeywell International Inc.
LMT
67.6%
Lockheed Martin Corporation
UNP
40.7%
Union Pacific Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
HON
2.1%
Honeywell International Inc.
LMT
3.2%
Lockheed Martin Corporation
UNP
2.5%
Union Pacific Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
HON
257.39x
Honeywell International Inc.
LMT
276.37x
Lockheed Martin Corporation
UNP
162.25x
Union Pacific Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
HON
1.39x
Honeywell International Inc.
LMT
1.14x
Lockheed Martin Corporation
UNP
0.92x
Union Pacific Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
HON
0.84
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
UNP
0.97
Union Pacific Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
HON
2.1%
Honeywell International Inc.
LMT
2.5%
Lockheed Martin Corporation
UNP
2.0%
Union Pacific Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
HON
12.0%
Honeywell International Inc.
LMT
15.7%
Lockheed Martin Corporation
UNP
7.0%
Union Pacific Corporation