COP vs HON: Which Is the Better Buy?
Side-by-side comparison of ConocoPhillips and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
ConocoPhillips · Energy
$127.53
+32.1% upside to fair value
Med Conviction
Grade B
VS
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
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 |
HON |
| Current Price |
$127.53 |
$212.55 |
| Fair Value Estimate |
$168.50 |
$194.50 |
| Upside to Fair Value |
+32.1%
|
-8.5%
|
| Market Cap |
$155.4B |
$67.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
6.2x
|
7.4x
|
| Price / Sales |
2.5x
|
1.9x
|
| Price / FCF |
7.9x
|
16.4x
|
| Revenue Growth YoY |
+36.8%
|
-6.1%
|
| Gross Margin |
27.7%
|
36.6%
|
| Operating Margin |
21.9%
|
14.1%
|
| Return on Equity |
14.3%
|
41.7%
|
| Dividend Yield |
2.63% |
2.09% |
| FCF Yield |
12.66%
|
6.11%
|
| 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…
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
Accumulation Zones
| Metric |
COP |
HON |
| Zone Low |
$126.38 |
$145.88 |
| Zone High |
$143.22 |
$165.32 |
| In Buy Zone? |
Yes
|
No
|