Deluxe Corporation (DLX)vsHoneywell International Inc (HON)
DLX
Deluxe Corporation
$25.98
-4.49%
INDUSTRIALS · Cap: $1.19B
HON
Honeywell International Inc
$241.91
+0.33%
INDUSTRIALS · Cap: $73.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Honeywell International Inc generates 1664% more annual revenue ($37.66B vs $2.13B). HON leads profitability with a 10.9% profit margin vs 4.9%. DLX appears more attractively valued with a PEG of 0.59. DLX earns a higher WallStSmart Score of 69/100 (B-).
DLX
Strong Buy69
out of 100
Grade: B-
HON
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.7%
Fair Value
$39.03
Current Price
$25.98
$13.05 discount
Margin of Safety
-29.9%
Fair Value
$187.59
Current Price
$241.91
$54.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 152.0% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Strong operational efficiency at 21.0%
Areas to Watch
0.3% revenue growth
Smaller company, higher risk/reward
4.9% margin — thin
Distress zone — elevated risk
2.4% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 41.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : DLX
The strongest argument for DLX centers on P/E Ratio, EPS Growth, PEG Ratio. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bull Case : HON
The strongest argument for HON centers on Return on Equity, Market Cap, Operating Margin.
Bear Case : DLX
The primary concerns for DLX are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 2.08 is elevated, increasing financial risk. Thin 4.9% margins leave little buffer for downturns.
Bear Case : HON
The primary concerns for HON are Revenue Growth, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
DLX carries more volatility with a beta of 1.22 — expect wider price swings.
HON is growing revenue faster at 2.4% — sustainability is the question.
HON generates stronger free cash flow (98M), providing more financial flexibility.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DLX scores higher overall (69/100 vs 54/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Deluxe Corporation
INDUSTRIALS · CONGLOMERATES · USA
Deluxe Corporation provides technology-based solutions for small businesses and financial institutions in the United States, Canada, Australia, South America, and Europe. The company is headquartered in Shoreview, Minnesota.
Honeywell International Inc
INDUSTRIALS · CONGLOMERATES · USA
Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).
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