COP vs DE: Which Is the Better Buy?
Side-by-side comparison of ConocoPhillips and Deere & Company — 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
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
COP has more upside to fair value
(+32.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COP |
DE |
| Current Price |
$127.53 |
$703.12 |
| Fair Value Estimate |
$168.50 |
$616.99 |
| Upside to Fair Value |
+32.1%
|
-12.2%
|
| Market Cap |
$155.4B |
$189.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
6.2x
|
22.1x
|
| Price / Sales |
2.5x
|
4.0x
|
| Price / FCF |
7.9x
|
49.1x
|
| Revenue Growth YoY |
+36.8%
|
+7.0%
|
| Gross Margin |
27.7%
|
35.7%
|
| Operating Margin |
21.9%
|
19.0%
|
| Return on Equity |
14.3%
|
18.1%
|
| Dividend Yield |
2.63% |
0.92% |
| FCF Yield |
12.66%
|
2.04%
|
| 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…
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
Accumulation Zones
| Metric |
COP |
DE |
| Zone Low |
$126.38 |
$462.74 |
| Zone High |
$143.22 |
$524.44 |
| In Buy Zone? |
Yes
|
No
|