HON vs VMI
Honeywell and Valmont Industries, Inc., both Industrials
Honeywell is the larger company at $145B against $11B. On trailing earnings HON is the cheaper of the two at a P/E of 10.1 against 26.6, a gap that is only a bargain if the two are growing at similar rates. Over the past year VMI returned +30% against +9.1% for HON.
| Figure | HON | VMI |
|---|---|---|
| Last close | $221 | $477 |
| Market cap | $145B | $11B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 10.1 | 26.6 |
| Dividend yield | 2.1% | 0.6% |
| 1-year return | +9.1% | +30% |
| 5-year return | +11% | +113% |
| Ryufin Smart Scoresector-relative, 1–10 | 6/10 | 6/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Honeywell
Revenue of $9.7B in Q2 2026, net income $5.7B. Its largest reported line is Commercial Aviation Aftermarket, 21% of the disclosed total.
Valmont Industries, Inc.
Revenue of $1.0B in Q1 2026, net income $108M. Its largest reported line is North America Utility Product Line, 43% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.