Honeywell International Inc vs Pampa Energia SA ADR

Honeywell International Inc (HON) is undervalued and Pampa Energia SA ADR (PAM) is undervalued.

Against our estimates of intrinsic value, PAM trades at the wider discount: a margin of safety of +57%, against +43% for HON.

Values as of the 22 Sept 2026 close.

Honeywell International Inc (HON)

Discounting its cash flows at 8.2% (average of 3 methods) values the shares at $368.94; the price of $211.85 is 43% below that value, and 78% of that value comes from beyond year five.

Leak Score 90/100 on 9 of 12 signals

Pampa Energia SA ADR (PAM)

Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $187.77; the price of $80.69 is 57% below that value, and 80% of that value comes from beyond year five.

Leak Score 84/100 on 3 of 12 signals

MetricHONPAM
VerdictUndervaluedUndervalued
Price$211.85$80.69
Intrinsic value$368.94$187.77
Margin of safety+43%+57%
Leak Score90/100 (9/12)84/100 (3/12)
Market cap$67.1B$4.3B
Revenue growth, 5 years2.8%13.4%
Operating margin19.2%21.1%
Net margin22.1%23.8%
Return on equity49.9%15.3%
Debt to equity1.890.65
P/E7.8x7.5x
Forward P/E21.2x7.4x
P/B3.6x1.1x
Dividend yield2.1%

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