Added to YB: 2025-10-16
Pitch date: 2025-10-14
HON [neutral]
Honeywell International Inc.
-0.96%
current return
Author Info
The Value Road is a deep value investor that's interested in post bankruptcy, NAV, and undervalued micro and nano-cap stocks. I only invest in companies that have layers of value behind them, usually with little or no debt. Sign up for their newsletter.
Company Info
Honeywell International Inc. engages in the aerospace technologies, industrial automation, building automation, and energy and sustainable solutions businesses in the United States, Europe, and internationally.
Market Cap
$128.8B
Pitch Price
$195.53
Price Target
240.00 (+24%)
Dividend
2.23%
EV/EBITDA
15.16
P/E
23.09
EV/Sales
3.91
Sector
Industrial Conglomerates
Category
special_situation
The 41% Signal: How Strategic Reviews Hint at Hidden Takeovers - Honeywell International Inc.
HON (strategic review): Evaluating strategic alternatives for PSS & WWS units - potential sales to industrial software peers or logistics-tech spinoffs while focusing aerospace. $136B mcap, 14x EV/EBITDA, 2.2% yield. Successful divestitures could lift margins, drive 10-15% equity appreciation w/ minimal execution risk.
Read full article (1 min)