NU vs HON

Comparison between Nu Holdings Ltd Class A (NU, Company) and Honeywell International Inc (HON, Company).

NU is from the Financial Services sector, while HON is from the Industrials sector.

5-Year PerformanceNU has outperformed HON, delivering a return of +7.1% compared to +3.8%

NU vs HON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	HON(COMPANY)
Market Cap	$71B	$71B
Max Drawdown	72.07%	69.88%
Sharpe Ratio	0.40	0.27
5Y Beta	1.33	0.75
Industry	Banks - Regional	Conglomerates
P/E Ratio	22.36	17.29
Forward P/E	19.42	13.74
PEG Ratio	0.47	0.37
Dividend Yield	N/A	4.04%
5Y Dividends CAGR	N/A	10.39%
5Y EPS CAGR	N/A	14.44%
Debt to Equity	25.15%	172.39%
Free Cash Flow Yield	0.93%	5.81%
P/S Ratio	N/A	1.86
P/B Ratio	N/A	5.22

Market Cap

Winner

$71B

HON

$71B

Max Drawdown

72.07%

Winner

HON

69.88%

Sharpe Ratio

Winner

0.40

HON

0.27

5Y Beta

1.33

Winner

HON

0.75

Industry

Banks - Regional

HON

Conglomerates

P/E Ratio

22.36

Winner

HON

17.29

Forward P/E

19.42

Winner

HON

13.74

PEG Ratio

0.47

Winner

HON

0.37

Dividend Yield

N/A

HON

4.04%

5Y Dividends CAGR

N/A

HON

10.39%

5Y EPS CAGR

N/A

HON

14.44%

Debt to Equity

Winner

25.15%

HON

172.39%

Free Cash Flow Yield

0.93%

Winner

HON

5.81%

P/S Ratio

N/A

HON

1.86

P/B Ratio

N/A

HON

5.22

NU vs HON - Historical Returns

Returns include dividend reinvestment.

Period	NU	HON
1 month	+12.71%	+5.60%
3 months	-1.87%	+10.17%
6 months	-21.34%	+7.14%
1 year	+9.49%	+6.40%
5 years(CAGR)	+7.12%	+3.80%
10 years(CAGR)	N/A	+10.71%
Max(CAGR)	+7.12%	+8.17%

Winner

+12.71%

HON

+5.60%

-1.87%

Winner

HON

+10.17%

-21.34%

Winner

HON

+7.14%

Winner

+9.49%

HON

+6.40%

5Y(CAGR)

Winner

+7.12%

HON

+3.80%

10Y(CAGR)

N/A

HON

+10.71%

Max(CAGR)

+7.12%

Winner

HON

+8.17%

NU vs HON - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NU	HON
2026	-16.63%	+21.14%
2025	+57.48%	-6.22%
2024	+27.43%	+10.37%
2023	+133.99%	+0.02%
2022	-59.22%	+5.75%
2021	-9.20%	+1.99%
2020	N/A	+20.39%
2019	N/A	+37.02%
2018	N/A	-8.48%
2017	N/A	+34.71%
2016	N/A	+15.46%
2015	N/A	+5.47%
2014	N/A	+12.84%
2013	N/A	+44.13%
2012	N/A	+17.20%
2011	N/A	+2.85%
2010	N/A	+35.46%
2009	N/A	+17.17%
2008	N/A	-43.80%
2007	N/A	+39.08%
2006	N/A	+23.44%
2005	N/A	+7.86%
2004	N/A	+8.53%
2003	N/A	+37.65%
2002	N/A	-26.37%
2001	N/A	-22.03%
2000	N/A	-15.14%
1999	N/A	+0.18%

NU vs HON Drawdown Comparison

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The maximum drawdown for HON was -68.25%, occurring on Oct 9, 2002. Recovery took 1848 trading sessions.

The current NU drawdown is -24.36%. The current HON drawdown is -4.80%.

Rank	NU	HON
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-68.25% Dec 17, 1999 - Apr 27, 2007
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-61.71% May 19, 2008 - Feb 11, 2011
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-43.00% Jan 17, 2020 - Nov 5, 2020
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-31.49% Apr 26, 2011 - Mar 14, 2012
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-27.15% Aug 16, 2021 - Oct 18, 2024
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-22.17% Oct 1, 2018 - Apr 1, 2019
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-22.11% Dec 16, 2024 - Jul 1, 2025
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-16.53% Mar 2, 2026 - Jun 10, 2026
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-16.03% Jul 3, 2025 - Jan 29, 2026
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-14.23% Aug 10, 2015 - Feb 18, 2016
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-13.78% Mar 26, 2012 - Sep 13, 2012
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-13.42% Oct 12, 2007 - Dec 24, 2007
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-13.25% Jan 26, 2018 - Sep 6, 2018
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-12.66% Dec 26, 2007 - May 14, 2008
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-12.15% Jul 21, 2014 - Nov 10, 2014