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COP vs NE

COP
ConocoPhillips
BEARISH
Price
$128.25
Market Cap
$156.32B
Sector
Energy
AI Confidence
85%
NE
Noble Corporation plc
NEUTRAL
Price
$51.03
Market Cap
$8.14B
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
COP
20.2
NE
35.69
Forward P/E
COP
15.08
NE
20.61
P/B Ratio
COP
2.44
NE
1.78
P/S Ratio
COP
2.59
NE
2.7
EV/EBITDA
COP
7.21
NE
9.45

Profitability

Gross Margin
COP
46.18%
NE
35.73%
Operating Margin
COP
16.3%
NE
18.59%
Profit Margin
COP
13.25%
NE
7.59%
ROE
COP
12.36%
NE
4.96%
ROA
COP
6.42%
NE
3.37%

Growth

Revenue Growth
COP
-6.8%
NE
-10.8%
Earnings Growth
COP
-39.0%
NE
11.9%

Financial Health

Debt/Equity
COP
0.38
NE
0.42
Current Ratio
COP
1.3
NE
1.99
Quick Ratio
COP
1.07
NE
1.86

Dividends

Dividend Yield
COP
2.62%
NE
3.92%
Payout Ratio
COP
50.08%
NE
139.86%

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
NE NEUTRAL

Noble Corporation exhibits a paradoxical profile: a perfect Piotroski F-Score of 9/9 indicates exceptional short-term financial health and balance sheet strength, yet the stock is fundamentally overvalued. Trading at $51.03, it sits significantly above its Graham Number ($30.35) and Intrinsic Value ($35.54). This valuation premium is unsupported by negative revenue growth and a highly unsustainable dividend payout ratio of 139.86%. While the balance sheet is pristine, bearish insider activity from the CEO and CFO, combined with a poor earnings surprise track record, suggests limited upside at current levels.

Strengths
Perfect Piotroski F-Score (9/9) indicating peak financial health
Very low Debt/Equity ratio (0.42) compared to sector average (1.30)
Strong liquidity with a Current Ratio of 1.99 and Quick Ratio of 1.86
Risks
Significant overvaluation relative to Graham Number and Intrinsic Value
Unsustainable dividend payout ratio (139.86%)
Negative YoY and Q/Q revenue growth (-10.80% and -10.15%)

Compare Another Pair

COP vs NE: Head-to-Head Comparison

This page compares ConocoPhillips (COP) and Noble Corporation plc (NE) 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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