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 2026-09-22.
ConocoPhillips · Energy
$127.53
+32.1% upside to fair value
Med Conviction
Grade B
VS
GE Aerospace · Industrials
$312.90
+3.4% 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.
See all research →
Valuation & Fundamentals
| Metric |
COP |
GE |
| Current Price |
$127.53 |
$312.90 |
| Fair Value Estimate |
$168.50 |
$323.41 |
| Upside to Fair Value |
+32.1%
|
+3.4%
|
| Market Cap |
$155.4B |
$324.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
6.2x
|
27.4x
|
| Price / Sales |
2.5x
|
6.4x
|
| Price / FCF |
7.9x
|
38.7x
|
| Revenue Growth YoY |
+36.8%
|
+21.1%
|
| Gross Margin |
27.7%
|
35.4%
|
| Operating Margin |
21.9%
|
20.8%
|
| Return on Equity |
14.3%
|
49.0%
|
| Dividend Yield |
2.63% |
0.53% |
| FCF Yield |
12.66%
|
2.58%
|
| 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…
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
Accumulation Zones
| Metric |
COP |
GE |
| Zone Low |
$126.38 |
$242.56 |
| Zone High |
$143.22 |
$274.90 |
| In Buy Zone? |
Yes
|
No
|