Data as of:
brimindinvest.com / compare / cat-vs-honLIVE
CAT
Caterpillar Inc. · Industrials / Heavy Machinery
$821.58
-0.04% this month
VERSUS
COMPARE
HON
Honeywell International Inc. · Industrials / Diversified
$212.55
-3.68% this month
Comparison scoreboard
CAT LEADS 4/5
AI Scorei
CAT ✓68.2
HON 41.8
1Y Returni
CAT ✓+74.88%
HON +1.89%
Fwd P/Ei
CAT 24.75
HON ✓21.74
Target Up.i
CAT ✓+21.91%
HON +21.46%
Op. Margini
CAT ✓22.18%
HON 20.25%
Metrics last refreshed: 9/27/2026
Quick take

CAT vs HON Stock Comparison: AI Score, Valuation, Performance and Upside

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CAT and HON are both large US industrials with very different shapes. Caterpillar is concentrated in heavy equipment, so its results follow construction and mining cycles, cushioned by a large aftermarket service business. Honeywell is diversified, with aerospace as its most valuable engine, and is in the middle of separating itself into more focused companies. Cyclical concentration against diversification in transition.

Use this CAT vs HON comparison to decide which kind of cycle you want. Caterpillar's cycle is visible and commodity-linked, with aftermarket revenue softening the troughs. Honeywell's results are steadier but its near-term story is about a corporate restructuring, which introduces a different sort of risk that has little to do with industrial demand.

Live analysis · updated 9/27/2026

CAT holds the edge across 4 of 5 key metrics in this comparison. CAT has delivered stronger 1-year price return (+74.88% vs +1.89%), though HON has the better forward P/E setup (21.74x vs 24.75x for CAT). CAT leads on both revenue growth (24.00%) and operating margin (22.18%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies similar upside for both: +21.91% for CAT and +21.46% for HON.

Want a full valuation workup? 46-section report — AI Score, Monte Carlo forecast, bull/bear case, DCF, and more.
Normalized 1Y performance
CAT
HON
Recent returns
CAT
HON
Analyst price targets & sentiment

Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.

CAT · 25 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.1/5.0)
14 Buy / 12 Hold / 2 Sell
Price target range
analyst low$283.00
analyst mean$975.61
current price$821.58
+21.9% upside to analyst mean
HON · 23 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.1/5.0)
14 Buy / 9 Hold / 1 Sell
Price target range
analyst low$203.00
analyst high$300.00
analyst mean$264.09
current price$212.55
+21.5% upside to analyst mean
Who should consider this stock?
CAT may suit investors who:
  • Want direct exposure to construction, mining, and power generation capital spending
  • Value aftermarket parts and service revenue as a cyclical cushion
  • Believe data center power demand supports the engines and turbines business
  • Accept cyclicality and dealer inventory volatility in reported results
HON may suit investors who:
  • Want aerospace aftermarket exposure inside a diversified industrial
  • Believe the portfolio separation will narrow the conglomerate discount
  • Prefer end-market diversification to single-cycle concentration
  • Accept execution and timing risk around the restructuring
Performance & AI score
Performance & AI score
MetricCATHON
AI scorei68.241.8
AI ranki#48#901
Latest closei$821.58$212.55
1M returni-0.04%-3.68%
6M returni+18.14%-4.74%
1Y returni+74.88%+1.89%
$10,000 invested — hypothetical growth (dividends reinvested)

How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?

$10,000 invested — hypothetical growth (dividends reinvested)
PeriodCATHON
1Y ago$17.72K (+77.2%)
started 2025-09-25
$10.23K (+2.3%)
started 2025-09-25
5Y ago$47.69K (+376.9%)
started 2021-09-27
$11.43K (+14.3%)
started 2021-09-27
10Y ago$154.1K (+1441.0%)
started 2016-09-26
$28.05K (+180.5%)
started 2016-09-26

Hypothetical — past performance does not guarantee future results.

Valuation & upside potential
Valuation & upside potential
MetricCATHON
Market capi$367.85B$68.91B
Trailing P/Ei34.488.36
Forward P/Ei24.7521.74
Price/Salesi2.633.75
EV/Revenuei5.452.50
Analyst targeti$975.61$264.09
Target upsidei+21.91%+21.46%
Growth, profitability & risk
Growth, profitability & risk
MetricCATHON
Revenue growthi24.00%4.30%
Earnings growthi68.20%263.90%
EPS growthi+68.20%+263.90%
FCF margini+6.76%+6.86%
Operating margini22.18%20.25%
Profit margini14.51%21.58%
ROIC proxyi56.97%46.58%
Return on equityi56.97%46.58%
Dividend yieldi0.80%1.29%
Payout ratioi26.01%36.14%
Dividend growth streakiNo increase yetNo increase yet
Betai1.600.92
Debt/equityi232.78185.37
Current ratioi1.371.21
Quick ratioi0.780.76
Correlation

Over the past year, CAT and HON have moved weakly in the same direction (correlation of 0.33), based on daily returns.

1Y
0.33
-1.0+1.0
5Y
0.45
-1.0+1.0
10Y
0.57
-1.0+1.0
Drawdown & downside risk

Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.

1Y risk snapshot
CAT max drawdowni26.83%
HON max drawdowni19.06%
CAT max wkly dropi11.99%
HON max wkly dropi10.46%
5Y risk snapshot
CAT max drawdowni34.05%
HON max drawdowni25.21%
CAT max wkly dropi17.13%
HON max wkly dropi14.33%
10Y risk snapshot
CAT max drawdowni43.36%
HON max drawdowni43.01%
CAT max wkly dropi24.36%
HON max wkly dropi24.70%
Performance metrics by period
Performance metrics by period
PeriodMetricCATHON
1YGrowthi+77.17%+2.34%
CAGRi+77.32%+2.34%
Volatilityi39.79%27.15%
Sharpe ratioi1.530.06
Sortino ratioi2.410.08
Max drawdowni26.83%19.06%
Current drawdowni22.85%14.57%
Avg drawdowni7.35%7.92%
Ulcer Indexi11.01%9.49%
Max daily dropi6.91%6.00%
Max wkly dropi11.99%10.46%
5YGrowthi+342.07%+5.48%
CAGRi+34.66%+1.07%
Volatilityi31.75%22.72%
Sharpe ratioi0.96-0.04
Sortino ratioi1.45-0.05
Max drawdowni34.05%25.21%
Current drawdowni22.85%14.57%
Avg drawdowni8.76%9.73%
Ulcer Indexi11.68%11.24%
Max daily dropi8.64%7.62%
Max wkly dropi17.13%14.33%
10YGrowthi+1126.52%+130.36%
CAGRi+28.50%+8.71%
Volatilityi31.47%24.05%
Sharpe ratioi0.810.28
Sortino ratioi1.190.40
Max drawdowni43.36%43.01%
Current drawdowni22.85%14.57%
Avg drawdowni10.69%8.33%
Ulcer Indexi13.93%10.74%
Max daily dropi14.28%12.09%
Max wkly dropi24.36%24.70%
AI Prediction Signali
Members only
Next 5 trading days
CAT
+2.8%BUY
HON
+1.1%HOLD
Next 30 trading days
CAT
+6.4%BUY
HON
+3.2%HOLD

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Business comparison
Business comparison
CategoryCATHON
CompanyCaterpillar Inc.Honeywell International Inc.
SectorIndustrialsIndustrials
IndustryFarm & Heavy Construction MachineryConglomerates
Core businessManufacturer of construction and mining equipment, with an energy and transportation segment selling engines, turbines, and generator sets, plus a captive finance arm. Sells through an independent dealer network that also drives aftermarket parts and service revenue.Diversified industrial company spanning aerospace components and avionics, building automation, energy and sustainability solutions, and industrial automation. It has been separating its portfolio into more focused independent businesses.
Investor focusDealer inventory changes, construction and mining capital spending, backup power and turbine demand from data centers, services revenue growth, and pricing versus cost.Aerospace aftermarket growth, progress and terms of the portfolio separation, building automation orders, segment margins, and capital deployment.
CAT strengths
  • Dealer network and installed base generate high-margin aftermarket parts and service revenue that cushions equipment downturns
  • Energy and transportation segment benefits from data center backup power and turbine demand
  • Strong pricing discipline and consistent capital return through dividends and buybacks
HON strengths
  • Aerospace aftermarket is a large, high-margin, long-duration revenue stream tied to flight hours
  • Diversification across end markets smooths results relative to single-cycle industrials
  • Portfolio separation could unlock value by giving each business a clearer profile
Risks to watch — CAT
  • Equipment demand is cyclical and tied to construction and commodity capital spending
  • Dealer inventory adjustments can swing reported revenue independently of end demand
  • Mining equipment orders depend on commodity prices the company does not control
Risks to watch — HON
  • The separation process is complex and carries execution, cost, and timing risk
  • Short-cycle automation and warehouse-related businesses have been uneven
  • Conglomerate structure has historically limited the valuation multiple
Frequently asked questions
Because machines already in the field need parts and service regardless of whether customers are buying new equipment. That revenue is higher margin and far less cyclical than equipment sales, so it cushions earnings during downturns. Growing the services share of revenue has been an explicit strategic priority for exactly this reason.
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Scoreboard verdict

AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.

Full risk suite

Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.

Correlation heatmap

Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.

Valuation vs profitability

A scatter plot of forward P/E against return on equity, plus drawdown and 30-day rolling volatility charts, to separate what is cheap from what is merely beaten down.

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