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HON vs. URI: Honeywell vs. United Rentals Stock Comparison

How do Honeywell (HON) and United Rentals (URI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Honeywell (HON) and United Rentals (URI) both fall under the Capital Goods industry group, but HON is classified in Industrial Conglomerates while URI is classified in Trading Companies & Distributors.

Company profile comparison for Honeywell (HON) and United Rentals (URI)
Profile ItemHONURI
NameHoneywell International Inc.United Rentals Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryIndustrial ConglomeratesTrading Companies & Distributors
GICS Sub-IndustryIndustrial ConglomeratesTrading Companies & Distributors
Market Capitalization69.74 billion USD65.36 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateJanuary 2, 1962December 18, 1997
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HON
URI
GSPC
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Honeywell (HON) vs. United Rentals (URI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Honeywell (HON) and United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Honeywell (HON) and United Rentals (URI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Honeywell (HON) and United Rentals (URI)
MetricHONURI
Total Return (1Y)14.14%35.39%
Total Return (3Y, Annualized)9.90%38.68%
Total Return (5Y, Annualized)2.32%24.76%

Risk Profile

Drawdown History

HON
URI
GSPC
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Honeywell (HON) vs. United Rentals (URI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Honeywell (HON) and United Rentals (URI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Honeywell (HON) and United Rentals (URI)
MetricHONURI
Volatility (1Y, Annualized)27.11%44.71%
Beta (5Y)0.801.81
Max Drawdown (5Y)-25.21%-39.76%
Avg. Volume (3M)2.82M496.78K

Risk-Adjusted Performance

Risk-Return Positioning

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HON and URI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Honeywell (HON) and United Rentals (URI)
MetricHONURI
Sharpe Ratio (1Y)0.360.70
Sortino Ratio (1Y)0.521.16

Profitability

ROE (TTM)

Both companies show strong equity returns, but Honeywell (HON) at 44.39% is the standout with ROE above its industry range; United Rentals (URI) at 30.56% also sits in the top quartile.

HON

Capital Goods industry group

44.39%

HON
44.39%
Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%

URI

Capital Goods industry group

30.56%

Max
40.55%
URI
30.56%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Honeywell (HON) vs. United Rentals (URI): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Honeywell (HON) at 18.68% and United Rentals (URI) at 16.33% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

HON

Capital Goods industry group

18.68%

Max
27.47%
HON
18.68%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%

URI

Capital Goods industry group

16.33%

Max
27.47%
URI
16.33%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Honeywell (HON) vs. United Rentals (URI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

United Rentals (URI) at 29.21% operates in the top operating margin quartile, ahead of Honeywell (HON) at 16.92%, which runs around its industry’s norm.

HON

Capital Goods industry group

16.92%

Max
36.60%
Q3
18.33%
HON
16.92%
Median
11.12%
Q1
5.14%
Min
-12.63%

URI

Capital Goods industry group

29.21%

Max
36.60%
URI
29.21%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Honeywell (HON) vs. United Rentals (URI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Honeywell (HON) and United Rentals (URI)
MetricHONURI
ROE (TTM)44.39%30.56%
ROA (TTM)7.13%9.14%
Net Margin (TTM)18.68%16.33%
Operating Margin (TTM)16.92%29.21%
Gross Margin (TTM)37.21%39.19%

Growth

Revenue Growth

Both Honeywell (HON) at 7.85% and United Rentals (URI) at 4.91% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Honeywell (HON) vs. United Rentals (URI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Honeywell (HON) at -8.27% and United Rentals (URI) at -0.21% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Honeywell (HON) vs. United Rentals (URI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Honeywell (HON) and United Rentals (URI)
MetricHONURI
Revenue Growth (YoY)7.85%4.91%
Revenue Growth (3Y CAGR)1.82%11.41%
EPS Growth (YoY)-8.27%-0.21%
EPS Growth (3Y CAGR)3.20%9.20%

Financial Strength

Current Ratio (MRQ)

Both Honeywell (HON) at 0.96 and United Rentals (URI) at 0.80 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

HON

Capital Goods industry group

0.96

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
HON
0.96
Min
0.36

URI

Capital Goods industry group

0.80

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
URI
0.80
Min
0.36
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Honeywell (HON) vs. United Rentals (URI): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Honeywell (HON) at 0.76 carries an industry-typical debt-to-equity mix, while United Rentals (URI) at 1.64 uses more debt funding than most peers.

HON

Capital Goods industry group

0.76

Max
2.33
Q3
1.12
HON
0.76
Median
0.60
Q1
0.29
Min
0.00

URI

Capital Goods industry group

1.64

Max
2.33
URI
1.64
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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Honeywell (HON) vs. United Rentals (URI): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Honeywell (HON) and United Rentals (URI)
MetricHONURI
Current Ratio (MRQ)0.960.80
Debt / Equity (MRQ)0.761.64
Net Debt / EBITDA1.233.12

Dividends

Dividend Yield (TTM)

United Rentals (URI) at 0.74% pays an industry-typical yield; Honeywell (HON) at 3.63% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

HON

Capital Goods industry group

3.63%

HON
3.63%
Max
2.66%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%

URI

Capital Goods industry group

0.74%

Max
2.66%
Q3
1.14%
URI
0.74%
Median
0.24%
Q1
0.00%
Min
0.00%
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Honeywell (HON) vs. United Rentals (URI): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

United Rentals (URI) at 16.95% pays out a band-typical share of earnings, while Honeywell (HON) at 38.87% distributes more than its industry norm — less retained, thinner cover.

HON

Capital Goods industry group

38.87%

Max
67.39%
HON
38.87%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%

URI

Capital Goods industry group

16.95%

Max
67.39%
Q3
28.02%
URI
16.95%
Median
6.86%
Q1
0.00%
Min
0.00%
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Honeywell (HON) vs. United Rentals (URI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Honeywell (HON) and United Rentals (URI)
MetricHONURI
Dividend Yield (TTM)3.63%0.74%
Dividend Payout Ratio (TTM)38.87%16.95%

Valuation

P/E Ratio (TTM)

Honeywell (HON) at 10.91 sits in the cheaper P/E ratio quartile, while United Rentals (URI) at 23.24 is closer to its industry’s usual earnings multiple — a discount for HON, though growth and earnings durability still matter.

HON

Capital Goods industry group

10.91

Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
HON
10.91
Min
3.03

URI

Capital Goods industry group

23.24

Max
59.38
Q3
35.92
Median
25.41
URI
23.24
Q1
19.47
Min
3.03
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Honeywell (HON) vs. United Rentals (URI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Honeywell (HON) at 1.85 and United Rentals (URI) at 3.74 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

HON

Capital Goods industry group

1.85

Max
7.54
Q3
3.76
Median
2.15
HON
1.85
Q1
1.03
Min
0.03

URI

Capital Goods industry group

3.74

Max
7.54
Q3
3.76
URI
3.74
Median
2.15
Q1
1.03
Min
0.03
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Honeywell (HON) vs. United Rentals (URI): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Honeywell (HON) at 3.12 is valued about in line with its industry on P/B ratio, while United Rentals (URI) at 6.75 carries an above-peer premium to book — URI is pricier on assets.

HON

Capital Goods industry group

3.12

Max
9.66
Q3
5.00
HON
3.12
Median
3.12
Q1
1.81
Min
-1.08

URI

Capital Goods industry group

6.75

Max
9.66
URI
6.75
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Honeywell (HON) vs. United Rentals (URI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Honeywell (HON) and United Rentals (URI)
MetricHONURI
P/E Ratio (TTM)10.9123.24
P/S Ratio (TTM)1.853.74
P/B Ratio (MRQ)3.126.75
Free Cash Flow Yield (TTM)10.07%3.24%