COP vs QCOM: Which Is the Better Buy?

Side-by-side comparison of ConocoPhillips and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction Grade D High Quality
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 QCOM
Current Price $127.53 $201.97
Fair Value Estimate $168.50 $159.42
Upside to Fair Value +32.1% -21.1%
Market Cap $155.4B $212.1B
Forward P/E — —
EV / EBITDA 6.2x 16.5x
Price / Sales 2.5x 4.8x
Price / FCF 7.9x 20.5x
Revenue Growth YoY +36.8% -4.0%
Gross Margin 27.7% 54.2%
Operating Margin 21.9% 23.2%
Return on Equity 14.3% 37.3%
Dividend Yield 2.63% 1.79%
FCF Yield 12.66% 4.88%
Analyst Consensus Strong Buy Hold
Investment Thesis
COP — ConocoPhillips
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…
QCOM — QUALCOMM Incorporated
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
Metric COP QCOM
Zone Low $126.38 $119.56
Zone High $143.22 $135.51
In Buy Zone? Yes No
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