Author argues Honeywell is cheap at 21x FCF with 35% ROE and that a Quantinuum IPO will reveal hidden value.
HON — LONG The author argues Honeywell is undervalued at a $133B market cap trading at only 21x free cash flow with 35% ROE. Simplifying the business and raising margins and returns should reward investors. A planned Quantinuum IPO, whose quantum computing unit was recently valued near $11B post-money with Nvidia's venture arm backing it, would reveal that hidden value.
HON is a $133bb market cap, only 21x free cash flow.
Simplifying the business / raising margins and returns (35% ROE currently) will reward investors
This Reddit post, published January 14, 2026, features u/Always_Curious_One2 discussing HON. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Always_Curious_One2 · Tickers: HON