Honeywell International Inc (HON)vsThe Travelers Companies Inc (TRV)
HON
Honeywell International Inc
$213.12
-1.37%
INDUSTRIALS · Cap: $135.04B
TRV
The Travelers Companies Inc
$298.04
-0.30%
FINANCIAL SERVICES · Cap: $63.57B
Smart Verdict
WallStSmart Research — data-driven comparison
The Travelers Companies Inc generates 30% more annual revenue ($48.94B vs $37.66B). TRV leads profitability with a 15.5% profit margin vs 10.9%. HON appears more attractively valued with a PEG of 1.97. TRV earns a higher WallStSmart Score of 72/100 (B).
HON
Buy55
out of 100
Grade: C
TRV
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.0%
Attractively priced relative to earnings
Earnings expanding 357.6% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 9.9x book value
2.4% revenue growth
Expensive relative to growth rate
1.0% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HON
The strongest argument for HON centers on Market Cap, Return on Equity, Operating Margin.
Bull Case : TRV
The strongest argument for TRV centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 15.5% and operating margin at 18.7%.
Bear Case : HON
The primary concerns for HON are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TRV
The primary concerns for TRV are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
HON carries more volatility with a beta of 0.81 — expect wider price swings.
HON is growing revenue faster at 2.4% — sustainability is the question.
TRV generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRV scores higher overall (72/100 vs 55/100), backed by strong 15.5% margins. 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.
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).
The Travelers Companies Inc
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Travelers Companies, Inc., commonly known as Travelers, is an American insurance company.
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