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COP vs LPG

COP
ConocoPhillips
BEARISH
Price
$128.25
Market Cap
$156.32B
Sector
Energy
AI Confidence
85%
LPG
Dorian LPG Ltd.
BULLISH
Price
$38.76
Market Cap
$1.66B
Sector
Energy
AI Confidence
75%

Valuation

P/E Ratio
COP
20.2
LPG
13.7
Forward P/E
COP
15.08
LPG
10.15
P/B Ratio
COP
2.44
LPG
1.53
P/S Ratio
COP
2.59
LPG
4.17
EV/EBITDA
COP
7.21
LPG
10.09

Profitability

Gross Margin
COP
46.18%
LPG
63.43%
Operating Margin
COP
16.3%
LPG
43.33%
Profit Margin
COP
13.25%
LPG
30.42%
ROE
COP
12.36%
LPG
11.21%
ROA
COP
6.42%
LPG
4.9%

Growth

Revenue Growth
COP
-6.8%
LPG
47.2%
Earnings Growth
COP
-39.0%
LPG
121.6%

Financial Health

Debt/Equity
COP
0.38
LPG
0.62
Current Ratio
COP
1.3
LPG
2.42
Quick Ratio
COP
1.07
LPG
2.26

Dividends

Dividend Yield
COP
2.62%
LPG
6.32%
Payout Ratio
COP
50.08%
LPG
86.57%

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
LPG BULLISH

LPG exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a current price ($38.76) trading slightly below its Graham Number ($40.21). The company boasts exceptional profitability margins (30.42% profit margin) and low leverage (0.62 Debt/Equity) compared to energy sector peers. While recent quarterly earnings misses and bearish insider activity are concerning, the significant discount to its intrinsic value ($83.48) and robust YoY growth provide a strong margin of safety.

Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Superior profitability margins (Operating Margin 43.33%) far exceeding sector averages
Attractive valuation with a P/E of 13.70 vs sector average of 31.39
Risks
Poor recent earnings track record with 0/4 beats in the last 4 quarters
High dividend payout ratio (86.57%) limiting capital reinvestment
Bearish insider sentiment with $2.66M in net sales over 6 months

Compare Another Pair

COP vs LPG: Head-to-Head Comparison

This page compares ConocoPhillips (COP) and Dorian LPG Ltd. (LPG) 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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