COP vs PANW: Which Is the Better Buy?
Side-by-side comparison of ConocoPhillips and Palo Alto Networks, 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
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% 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 |
PANW |
| Current Price |
$127.53 |
$374.74 |
| Fair Value Estimate |
$168.50 |
$355.11 |
| Upside to Fair Value |
+32.1%
|
-5.2%
|
| Market Cap |
$155.4B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
6.2x
|
569.8x
|
| Price / Sales |
2.5x
|
26.6x
|
| Price / FCF |
7.9x
|
64.0x
|
| Revenue Growth YoY |
+36.8%
|
+34.4%
|
| Gross Margin |
27.7%
|
70.4%
|
| Operating Margin |
21.9%
|
6.1%
|
| Return on Equity |
14.3%
|
1.7%
|
| Dividend Yield |
2.63% |
0% |
| FCF Yield |
12.66%
|
1.56%
|
| 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…
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
COP |
PANW |
| Zone Low |
$126.38 |
$266.33 |
| Zone High |
$143.22 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|