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 2026-05-04.
ConocoPhillips · Energy
$125.78
+7.3% upside to fair value
Grade C
VS
Deere & Company · Industrials
$578.39
+22.4% upside to fair value
Grade C
QuantHub Verdict
DE has more upside to fair value
(+22.4%).
COP trades at a lower forward P/E
(21.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COP |
DE |
| Current Price |
$125.78 |
$578.39 |
| Fair Value Estimate |
$134.90 |
$708.19 |
| Upside to Fair Value |
+7.3%
|
+22.4%
|
| Market Cap |
$153.3B |
$156.2B |
| Forward P/E |
21.0x
|
32.5x
|
| EV / EBITDA |
7.5x
|
18.4x
|
| Price / Sales |
2.6x
|
3.4x
|
| Price / FCF |
8.4x
|
43.7x
|
| Revenue Growth YoY |
-2.5%
|
+16.3%
|
| Gross Margin |
33.1%
|
35.6%
|
| Operating Margin |
25.4%
|
18.5%
|
| Return on Equity |
11.3%
|
18.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
11.96%
|
2.29%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
ConocoPhillips is a leading independent oil and gas exploration and production company with a strong focus on low-cost shale assets and sustainability initiatives. The company benefits from a durable competitive position due to its cost advantage and early ESG leadership, but faces near-term earnings pressure as revenue declined 2.5% and earnings fell 23.4% in the most recent quarter year-over-ye…
Deere & Company is a leading manufacturer of agricultural, construction, and forestry machinery, with a strong position in production and precision agriculture, small agriculture and turf, and construction and forestry segments. The company benefits from a durable competitive moat driven by its brand, intangible assets, and switching costs, supported by a CEO with deep institutional knowledge and…
Accumulation Zones
| Metric |
COP |
DE |
| Zone Low |
$101.18 |
$531.14 |
| Zone High |
$114.67 |
$601.96 |
| In Buy Zone? |
No
|
Yes
|