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 2026-05-01.
ConocoPhillips · Energy
$125.78
-2.1% upside to fair value
Grade C
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
COP has more upside to fair value
(-2.1%).
COP trades at a lower forward P/E
(21.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COP |
MU |
| Current Price |
$125.78 |
$455.07 |
| Fair Value Estimate |
$123.15 |
$250.29 |
| Upside to Fair Value |
-2.1%
|
-45.0%
|
| Market Cap |
$153.3B |
$513.2B |
| Forward P/E |
21.0x
|
21.2x
|
| EV / EBITDA |
7.5x
|
13.8x
|
| Price / Sales |
2.6x
|
8.8x
|
| Price / FCF |
8.4x
|
49.9x
|
| Revenue Growth YoY |
-2.5%
|
+196.3%
|
| Gross Margin |
33.1%
|
58.4%
|
| Operating Margin |
25.4%
|
48.5%
|
| Return on Equity |
11.3%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
11.96%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
ConocoPhillips is a leading independent oil and gas exploration and production company with a strong focus on low-cost shale assets and sustainability initiatives. The company benefits from a durable competitive position due to its cost advantage and early ESG leadership, but faces near-term earnings pressure as revenue declined 2.5% and earnings fell 23.4% in the most recent quarter year-over-ye…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
| Metric |
COP |
MU |
| Zone Low |
$92.36 |
$187.72 |
| Zone High |
$104.68 |
$212.75 |
| In Buy Zone? |
No
|
No
|