GE vs HON Stock Comparison: AI Score, Valuation, Performance and Upside
GE Aerospace and Honeywell both have significant aerospace exposure, but GE Aerospace is now a focused, pure-play aviation engine company following its corporate breakup, while Honeywell remains a diversified industrial conglomerate spanning aerospace, building automation, and industrial process technologies.
GE Aerospace offers concentrated, high-margin exposure to the aviation engine aftermarket cycle, while Honeywell offers diversification across aerospace and broader industrial end markets, with ongoing portfolio simplification potentially unlocking additional value. Consider whether you prefer GE's focused aerospace pure-play or Honeywell's diversified industrial exposure.
HON holds the edge across 4 of 5 key metrics in this comparison. HON leads on both 1-year return (+3.61%) and forward P/E quality (21.74x vs 37.75x for GE), a relatively favorable combination of momentum and valuation. GE leads on both revenue growth (21.10%) and operating margin (20.57%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for HON (+21.46%) than for GE (+18.19%).
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.
- Want concentrated, high-margin exposure to the commercial and defense aviation engine aftermarket cycle
- Prefer a focused, streamlined business following GE's corporate breakup into separate companies
- Value engine manufacturing's high barriers to entry as a durable competitive moat
- Are comfortable with less diversification across broader industrial end markets
- Prefer diversified exposure across aerospace, building automation, and industrial process technologies
- Believe ongoing portfolio simplification efforts can unlock additional shareholder value over time
- Value a broad aftermarket and services revenue mix across multiple industrial end markets
- Are comfortable with a conglomerate structure that has historically traded at a discount to focused peers
| Metric | GE | HON |
|---|---|---|
| AI scorei | 42.8 | 42.9 |
| AI ranki | #899 | #883 |
| Latest closei | $313.05 | $222.14 |
| 1M returni | -1.52% | +5.72% |
| 3M returni | -11.83% | -8.17% |
| 6M returni | +7.97% | +3.64% |
| 1Y returni | +1.05% | +3.61% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | GE | HON |
|---|---|---|
| 1Y ago | $9.96K (-0.4%) started 2025-10-29 | $10.43K (+4.3%) started 2025-10-29 |
| 5Y ago | $48.91K (+389.1%) started 2021-11-01 | $11.85K (+18.5%) started 2021-11-01 |
| 10Y ago | $27.36K (+173.6%) started 2016-10-31 | $30.83K (+208.3%) started 2016-10-31 |
Hypothetical — past performance does not guarantee future results.
| Metric | GE | HON |
|---|---|---|
| Market capi | $355.45B | $68.91B |
| Trailing P/Ei | 40.30 | 8.36 |
| Forward P/Ei | 37.75 | 21.74 |
| Price/Salesi | 6.87 | 3.75 |
| EV/Revenuei | 7.23 | 2.50 |
| Analyst targeti | $404.90 | $264.09 |
| Target upsidei | +18.19% | +21.46% |
| Metric | GE | HON |
|---|---|---|
| Revenue growthi | 21.10% | 4.30% |
| Earnings growthi | 19.40% | 263.90% |
| EPS growthi | +19.40% | +263.90% |
| FCF margini | +13.02% | +6.86% |
| Operating margini | 20.57% | 20.25% |
| Profit margini | 17.72% | 21.58% |
| ROIC proxyi | 48.23% | 46.58% |
| Return on equityi | 48.23% | 46.58% |
| Dividend yieldi | 0.55% | 1.29% |
| Payout ratioi | 20.23% | 38.87% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.37 | 0.92 |
| Debt/equityi | 113.22 | 185.37 |
| Current ratioi | 0.98 | 1.21 |
| Quick ratioi | 0.63 | 0.76 |
Over the past year, GE and HON have moved moderately in the same direction (correlation of 0.42), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | GE | HON |
|---|---|---|---|
| 1Y | Growthi | -0.39% | +4.34% |
| CAGRi | -0.39% | +4.35% | |
| Volatilityi | 33.28% | 25.96% | |
| Sharpe ratioi | 0.02 | 0.12 | |
| Sortino ratioi | 0.03 | 0.17 | |
| Max drawdowni | 25.07% | 19.06% | |
| Current drawdowni | 17.88% | 10.71% | |
| Avg drawdowni | 8.75% | 8.42% | |
| Ulcer Indexi | 10.98% | 9.86% | |
| Max daily dropi | 7.38% | 6.00% | |
| Max wkly dropi | 11.99% | 10.46% | |
| 5Y | Growthi | +380.93% | +9.30% |
| CAGRi | +36.97% | +1.80% | |
| Volatilityi | 31.05% | 22.71% | |
| Sharpe ratioi | 1.03 | -0.01 | |
| Sortino ratioi | 1.48 | -0.01 | |
| Max drawdowni | 44.94% | 25.21% | |
| Current drawdowni | 17.88% | 10.71% | |
| Avg drawdowni | 9.48% | 9.99% | |
| Ulcer Indexi | 14.64% | 11.42% | |
| Max daily dropi | 11.10% | 7.62% | |
| Max wkly dropi | 16.89% | 14.33% | |
| 10Y | Growthi | +147.23% | +153.15% |
| CAGRi | +9.48% | +9.74% | |
| Volatilityi | 36.67% | 23.96% | |
| Sharpe ratioi | 0.31 | 0.32 | |
| Sortino ratioi | 0.44 | 0.46 | |
| Max drawdowni | 80.94% | 43.01% | |
| Current drawdowni | 17.88% | 10.71% | |
| Avg drawdowni | 39.46% | 8.39% | |
| Ulcer Indexi | 47.77% | 10.81% | |
| Max daily dropi | 15.16% | 12.09% | |
| Max wkly dropi | 28.20% | 24.70% |
| Category | GE | HON |
|---|---|---|
| Company | GE Aerospace | Honeywell International Inc. |
| Sector | Industrials | Industrials |
| Industry | Aerospace & Defense | Conglomerates |
| Core business | Designs and manufactures jet engines for commercial and military aircraft, with a large, highly profitable installed base that generates recurring revenue from spare parts, maintenance, and overhaul services. | A diversified industrial conglomerate with aerospace technologies, building automation, industrial process control, and advanced materials businesses, serving a broad range of commercial, defense, and industrial customers. |
| Investor focus | Commercial engine spare parts and services revenue (the primary profit driver), new engine delivery rates, and defense engine program growth. | Aerospace segment growth, building automation and industrial process demand, portfolio simplification/spin-off progress, and margin expansion initiatives. |
- Massive installed base of engines in service generates high-margin, recurring aftermarket services revenue for decades
- Engine manufacturing has extremely high barriers to entry, limiting competition to a small number of global players
- Focused, streamlined portfolio following prior corporate breakup, allowing management to concentrate on aerospace
- Diversified across aerospace, building automation, and industrial segments, reducing reliance on any single end market
- Strong aftermarket and services revenue mix across its aerospace and industrial businesses
- Ongoing portfolio simplification efforts aim to sharpen focus and improve capital allocation over time
- New engine deliveries tied to broader aircraft production rates at customers like Boeing and Airbus
- Supply chain constraints affecting engine and parts production capacity
- Narrower business focus than diversified industrial peers means less diversification across end markets
- Conglomerate structure has historically traded at a discount versus more focused pure-play industrial peers
- Building automation and industrial segments are more exposed to broader economic and capital spending cycles than GE's aerospace-focused model
- Ongoing corporate restructuring and portfolio changes create near-term execution and communication complexity
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