COP vs GE: Which Is the Better Buy?

Side-by-side comparison of ConocoPhillips and GE Aerospace — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-01.
ConocoPhillips · Energy
$125.78
-2.1% upside to fair value
Grade C
VS
GE Aerospace · Industrials
$284.60
-24.0% upside to fair value
Grade B High Quality
QuantHub Verdict
COP has more upside to fair value (-2.1%). 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 GE
Current Price $125.78 $284.60
Fair Value Estimate $123.15 $216.30
Upside to Fair Value -2.1% -24.0%
Market Cap $153.3B $297.4B
Forward P/E 21.0x 34.1x
EV / EBITDA 7.5x 27.9x
Price / Sales 2.6x 6.2x
Price / FCF 8.4x 39.8x
Revenue Growth YoY -2.5% +24.7%
Gross Margin 33.1% 34.8%
Operating Margin 25.4% 18.5%
Return on Equity 11.3% 46.4%
Dividend Yield 0% 0%
FCF Yield 11.96% 2.51%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
COP — ConocoPhillips
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…
GE — GE Aerospace
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
Accumulation Zones
Metric COP GE
Zone Low $92.36 $162.23
Zone High $104.68 $183.86
In Buy Zone? No No
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