JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$29,368
Day
+0.48%
ITD
+14.22%
vs S&P
+3.70%
Snapshot
May 29, 2026
Friday close

HON Honeywell

Industrials · Core

Composite over time

Score log

DateCompositeTierSectorModel
2026-03-31 7.55 pass Industrials claude-opus-4-7

Latest metric breakdown

MetricScoreSourceNote
Valuation 8.8 auto P/E 34.0
Liquidity 7.7 auto Current ratio 1.39
Growth 5.3 auto Revenue growth 2.4%
Profitability 7.2 auto Net margin 10.9%
Efficiency 9.4 auto ROE 24.3%
Leadership Tenure 7.4 ai CEO Vimal Kapur took over in June 2023 from Darius Adamczyk, relatively recent transition but executed cleanly with Kapur being a 30-year Honeywell veteran previously running Performance Materials and Technologies.
Ownership Alignment 3.8 auto Insider holding 0.07%
Strategic Vision 8.2 ai Clear portfolio reshaping strategy with announced separation into three independent companies (Automation, Aerospace, Advanced Materials) by late 2025, aligned around megatrends of automation, future of aviation, and energy transition.
Focus / Clarity 6.8 ai Currently a diversified industrial conglomerate spanning Aerospace (~$15B), Industrial Automation, Building Automation, and Energy/Sustainability Solutions, but the planned three-way split will sharpen focus considerably.
Diversification 8.6 ai Highly diversified across four segments, ~$37B revenue spread globally with no single customer exceeding ~10%, balanced exposure across aerospace OEM/aftermarket, process industries, and building tech.
Maturity / Revenue 9.0 ai Revenue $37.7B
Growth Potential 7.4 ai Mid-single-digit organic growth with multiple tailwinds: aerospace aftermarket strength, industrial automation, sustainable aviation fuel via UOP, and quantum computing optionality through Quantinuum; spin-off catalyst could unlock rerating.
Volatility 6.7 auto β 0.92 · D/E 257.39
Market Standing 8.8 auto Market cap $134.9B
Competitive Moat 8.2 ai Top-tier moats in aerospace avionics (high switching costs, FAA certification barriers), Honeywell Forge installed-base lock-in in buildings/process, and UOP refining catalyst IP — durable but contested by GE Aerospace, Siemens, Emerson.