COP vs GOOGL: Which Is the Better Buy?
Side-by-side comparison of ConocoPhillips and Alphabet Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
ConocoPhillips · Energy
$127.53
+32.1% upside to fair value
Med Conviction
Grade B
VS
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
COP has more upside to fair value
(+32.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COP |
GOOGL |
| Current Price |
$127.53 |
$342.36 |
| Fair Value Estimate |
$168.50 |
$399.26 |
| Upside to Fair Value |
+32.1%
|
+16.6%
|
| Market Cap |
$155.4B |
$4,143.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
6.2x
|
12.9x
|
| Price / Sales |
2.5x
|
9.3x
|
| Price / FCF |
7.9x
|
78.1x
|
| Revenue Growth YoY |
+36.8%
|
+24.2%
|
| Gross Margin |
27.7%
|
60.9%
|
| Operating Margin |
21.9%
|
33.1%
|
| Return on Equity |
14.3%
|
50.8%
|
| Dividend Yield |
2.63% |
0.25% |
| FCF Yield |
12.66%
|
1.28%
|
| 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…
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Accumulation Zones
| Metric |
COP |
GOOGL |
| Zone Low |
$126.38 |
$299.44 |
| Zone High |
$143.22 |
$339.37 |
| In Buy Zone? |
Yes
|
No
|