COP vs GEV: Which Is the Better Buy?
Side-by-side comparison of ConocoPhillips and GE Vernova Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
ConocoPhillips · Energy
$127.53
+32.1% upside to fair value
Med Conviction
Grade B
VS
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COP |
GEV |
| Current Price |
$127.53 |
$951.82 |
| Fair Value Estimate |
$168.50 |
$1,288.67 |
| Upside to Fair Value |
+32.1%
|
+35.4%
|
| Market Cap |
$155.4B |
$253.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
6.2x
|
28.2x
|
| Price / Sales |
2.5x
|
6.1x
|
| Price / FCF |
7.9x
|
20.5x
|
| Revenue Growth YoY |
+36.8%
|
+21.9%
|
| Gross Margin |
27.7%
|
20.2%
|
| Operating Margin |
21.9%
|
4.4%
|
| Return on Equity |
14.3%
|
83.4%
|
| Dividend Yield |
2.63% |
0.18% |
| FCF Yield |
12.66%
|
4.88%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
Accumulation Zones
| Metric |
COP |
GEV |
| Zone Low |
$126.38 |
$966.50 |
| Zone High |
$143.22 |
$1,095.37 |
| In Buy Zone? |
Yes
|
Yes
|