COP vs CRWV: Which Is the Better Buy?
Side-by-side comparison of ConocoPhillips and CoreWeave, Inc. Class A Common Stock — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
ConocoPhillips · Energy
$127.53
+32.1% upside to fair value
Med Conviction
Grade B
VS
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COP |
CRWV |
| Current Price |
$127.53 |
$86.76 |
| Fair Value Estimate |
$168.50 |
$125.80 |
| Upside to Fair Value |
+32.1%
|
+45.0%
|
| Market Cap |
$155.4B |
$47.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
6.2x
|
36.3x
|
| Price / Sales |
2.5x
|
6.2x
|
| Price / FCF |
7.9x
|
—
|
| Revenue Growth YoY |
+36.8%
|
+112.3%
|
| Gross Margin |
27.7%
|
67.4%
|
| Operating Margin |
21.9%
|
-3.0%
|
| Return on Equity |
14.3%
|
-45.4%
|
| Dividend Yield |
2.63% |
0% |
| FCF Yield |
12.66%
|
—
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
CoreWeave operates a specialized GPU cloud platform purpose-built for generative AI workloads, offering high-performance GPU and CPU compute, storage, networking, and managed services to large enterprises from bare-metal and virtual server options. The business is growing explosively, with revenue up 112.3% year over year in the most recent quarter and a TTM gross margin of 67.4%, but it is doing…
Accumulation Zones
| Metric |
COP |
CRWV |
| Zone Low |
$126.38 |
$94.35 |
| Zone High |
$143.22 |
$106.93 |
| In Buy Zone? |
Yes
|
Yes
|