Based on the aggregated intelligence of 130,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, industrial conglomerate Honeywell International
With that in mind, let's take a closer look at Honeywell's business, and see what CAPS investors are saying about the stock right now.
Honeywell facts
Headquarters |
Morris Township, N.J. (1920) |
Market Cap |
$23.77 billion |
Industry |
Aerospace and Defense |
Trailing-12-Month Revenue |
$35.23 billion |
Management |
CEO David Cote (since 2002) CFO David Anderson (since 2003) |
Return on Equity (average, last three years) |
26.2% |
Dividend Yield |
3.8% |
Competitors |
General Electric
Tyco International |
CAPS members bullish on HON also bullish on |
Johnson & Johnson
Apple |
CAPS members bearish on HON also bearish on |
Boeing
JPMorgan Chase |
Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS.
Over on CAPS, some 95% of the 1,051 members who have rated Honeywell believe the stock will outperform the S&P 500 going forward. These bulls include All-Star zk116, who is ranked in the top 2% of our community, and sett0047.
Late last month, zk116 tapped the stock as a fundamental and technical turnaround opportunity:
Great fundamentals and chart. Covers both transportation and defense sectors, both rebound well. Also, price has been beaten up over the past year more than deserved for their lower expected earnings.
In a pitch from two weeks ago, sett0047 expands on Honeywell as one honey of an infrastructure play:
Honeywell will benefit immensely through partnerships with utility companies and its expertise in building automation and controls used to reduce and manage energy usage in large buildings. Much of the growth in the energy space will be offset in the short-term from a decline in aerospace and military markets, but the stock is priced for value today (w/ a nice dividend) and does not reflect growth prospects of many end markets.
What do you think about Honeywell, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 130,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.