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COP vs LNG

COP
ConocoPhillips
BEARISH
Price
$128.25
Market Cap
$156.32B
Sector
Energy
AI Confidence
85%
LNG
Cheniere Energy, Inc.
NEUTRAL
Price
$272.23
Market Cap
$57.21B
Sector
Energy
AI Confidence
80%

Valuation

P/E Ratio
COP
20.2
LNG
11.29
Forward P/E
COP
15.08
LNG
15.1
P/B Ratio
COP
2.44
LNG
7.31
P/S Ratio
COP
2.59
LNG
2.94
EV/EBITDA
COP
7.21
LNG
8.37

Profitability

Gross Margin
COP
46.18%
LNG
53.22%
Operating Margin
COP
16.3%
LNG
75.78%
Profit Margin
COP
13.25%
LNG
27.35%
ROE
COP
12.36%
LNG
58.73%
ROA
COP
6.42%
LNG
12.48%

Growth

Revenue Growth
COP
-6.8%
LNG
12.3%
Earnings Growth
COP
-39.0%
LNG
146.4%

Financial Health

Debt/Equity
COP
0.38
LNG
2.02
Current Ratio
COP
1.3
LNG
0.94
Quick Ratio
COP
1.07
LNG
0.64

Dividends

Dividend Yield
COP
2.62%
LNG
0.82%
Payout Ratio
COP
50.08%
LNG
8.52%

AI Verdict

COP BEARISH

ConocoPhillips presents a stark divergence between its strong balance sheet and its current market valuation. With a Piotroski F-Score of 4/9 (Stable) and a Graham Number of $86.72, the current price of $128.25 represents a significant premium over defensive fair value and a massive premium over the growth-based intrinsic value of $44.45. This overvaluation is compounded by severe earnings contraction (-39% YoY) and a bearish insider signal, with the CEO selling substantial holdings. While the company remains a sector leader with low debt, the combination of negative growth and technical weakness suggests limited upside at current levels.

Strengths
Exceptionally low Debt/Equity (0.38) compared to sector average (1.34)
Strong profitability margins (13.25% Profit Margin) exceeding sector peers
Diverse, low-cost global supply portfolio across 14 countries
Risks
Severe earnings decline (-39% YoY) and revenue contraction (-6.8% YoY)
High sensitivity to volatile commodity prices due to unhedged strategy
Significant overvaluation relative to Graham and Intrinsic value models
LNG NEUTRAL

Cheniere Energy presents a dichotomy between exceptional profitability and deteriorating short-term momentum. While the Piotroski F-Score of 4/9 indicates stable but mediocre financial health and the Graham Number ($142.21) suggests the stock is trading at a significant premium, the company's ROE (58.73%) and operating margins (75.78%) are industry-leading. However, a critical red flag is the earnings track record, with 0 beats in the last 4 quarters and a bearish insider sentiment. The stock is currently caught between strong analyst optimism and poor internal execution/sentiment.

Strengths
Exceptional Return on Equity (ROE) of 58.73%
Very strong operating margins at 75.78%
Attractive P/E ratio (11.29) relative to the energy sector average (31.61)
Risks
Poor recent earnings performance with 0/4 beats in the last year
High leverage with a Debt/Equity ratio of 2.02, exceeding sector average
Liquidity risk indicated by a Current Ratio of 0.94 and Quick Ratio of 0.64

Compare Another Pair

COP vs LNG: Head-to-Head Comparison

This page compares ConocoPhillips (COP) and Cheniere Energy, Inc. (LNG) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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