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 2026-07-09.
ConocoPhillips · Energy
$108.44
-21.6% upside to fair value
Grade D
VS
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
COP has more upside to fair value
(-21.6%).
COP trades at a lower forward P/E
(18.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COP |
DE |
| Current Price |
$108.44 |
$596.74 |
| Fair Value Estimate |
$85.04 |
$418.72 |
| Upside to Fair Value |
-21.6%
|
-29.8%
|
| Market Cap |
$132.1B |
$161.1B |
| Forward P/E |
18.4x
|
33.7x
|
| EV / EBITDA |
6.1x
|
19.0x
|
| Price / Sales |
2.3x
|
3.4x
|
| Price / FCF |
8.6x
|
42.8x
|
| Revenue Growth YoY |
-2.5%
|
+6.7%
|
| Gross Margin |
29.2%
|
35.4%
|
| Operating Margin |
18.3%
|
18.4%
|
| Return on Equity |
11.3%
|
18.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
11.64%
|
2.34%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
ConocoPhillips is a major player in the Energy sector focused on Oil & Gas Exploration & Production. The company demonstrates medium business quality with a stable competitive position but faces earnings pressure as reflected in a 23.4% decline in earnings and a 2.5% decline in revenue in the most recent quarter year-over-year. Despite a solid ROE of 11.3% and attractive margins (gross margin 29.…
Deere & Company operates in the agricultural machinery sector, providing durable equipment critical to farming and construction industries. The business quality is high, supported by a strong 18.3% return on equity and solid gross and operating margins of 35.4% and 18.4%, respectively. However, the stock is currently overvalued, trading approximately 30% above its fair value estimate of $418.72, …
Accumulation Zones
| Metric |
COP |
DE |
| Zone Low |
$63.78 |
$314.04 |
| Zone High |
$72.28 |
$355.91 |
| In Buy Zone? |
No
|
No
|