COP vs MU: Which Is the Better Buy?
Side-by-side comparison of ConocoPhillips and Micron Technology, 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
Micron Technology, Inc. · Technology
$1,080.53
+4.1% 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.
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Valuation & Fundamentals
| Metric |
COP |
MU |
| Current Price |
$127.53 |
$1,080.53 |
| Fair Value Estimate |
$168.50 |
$1,124.98 |
| Upside to Fair Value |
+32.1%
|
+4.1%
|
| Market Cap |
$155.4B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
6.2x
|
17.6x
|
| Price / Sales |
2.5x
|
13.5x
|
| Price / FCF |
7.9x
|
46.6x
|
| Revenue Growth YoY |
+36.8%
|
+345.7%
|
| Gross Margin |
27.7%
|
72.6%
|
| Operating Margin |
21.9%
|
65.7%
|
| Return on Equity |
14.3%
|
70.5%
|
| Dividend Yield |
2.63% |
0.05% |
| FCF Yield |
12.66%
|
2.15%
|
| 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…
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
COP |
MU |
| Zone Low |
$126.38 |
$843.74 |
| Zone High |
$143.22 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|