Honeywell Aerospace Inc.

Growth is a weak point here: a business that's speeding up. Both revenue and earnings growth are weak. This profile does not fit growth strategies, so look to value or quality angles instead. The strongest point: revenue held flat over the last 3 years and is set to grow 7%/yr from here. The one thing to watch: forward revenue growth is only about average.

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The strongest point: strong recent results. The one thing to watch: the multi-year record is weak.

A fairly-priced stock. A mix of reasonable multiples and yields without extreme cheapness. Can work in diversified value portfolios, but not a standout bargain. The one thing to watch: earnings multiples are not the cheap part.

A middle-of-the-pack business on quality. Margins, returns and balance sheet sit around the market average. Workable, but not a standout on business quality. The strongest point: best on operating margin at 21%, better than 70% of companies worldwide. The one thing to watch: leverage is high.