BA vs COP: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and ConocoPhillips — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
ConocoPhillips · Energy
$127.53
+32.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
COP has more upside to fair value
(+32.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
COP |
| Current Price |
$201.15 |
$127.53 |
| Fair Value Estimate |
$265.00 |
$168.50 |
| Upside to Fair Value |
+31.7%
|
+32.1%
|
| Market Cap |
$159.0B |
$155.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
6.2x
|
| Price / Sales |
1.7x
|
2.5x
|
| Price / FCF |
—
|
7.9x
|
| Revenue Growth YoY |
+8.0%
|
+36.8%
|
| Gross Margin |
4.7%
|
27.7%
|
| Operating Margin |
-5.4%
|
21.9%
|
| Return on Equity |
104.8%
|
14.3%
|
| Dividend Yield |
0% |
2.63% |
| FCF Yield |
—
|
12.66%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
ConocoPhillips is a global exploration and production company with a portfolio spanning unconventional North American shale, conventional international assets, LNG ventures, and Canadian oil sands, run by a new leadership team after Andy O'Brien became CEO on September 1, 2026. The business quality is medium: it generates substantial cash, with $16.15 in free cash flow per share and a 14.3% retur…
Accumulation Zones
| Metric |
BA |
COP |
| Zone Low |
$198.75 |
$126.38 |
| Zone High |
$225.25 |
$143.22 |
| In Buy Zone? |
Yes
|
Yes
|