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COP vs NOA

COP
ConocoPhillips
BEARISH
Price
$128.25
Market Cap
$156.32B
Sector
Energy
AI Confidence
85%
NOA
North American Construction Group Ltd.
BEARISH
Price
$14.67
Market Cap
$416.8M
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
COP
20.2
NOA
17.67
Forward P/E
COP
15.08
NOA
6.19
P/B Ratio
COP
2.44
NOA
1.23
P/S Ratio
COP
2.59
NOA
0.32
EV/EBITDA
COP
7.21
NOA
3.79

Profitability

Gross Margin
COP
46.18%
NOA
29.55%
Operating Margin
COP
16.3%
NOA
6.95%
Profit Margin
COP
13.25%
NOA
2.63%
ROE
COP
12.36%
NOA
8.0%
ROA
COP
6.42%
NOA
3.91%

Growth

Revenue Growth
COP
-6.8%
NOA
-0.0%
Earnings Growth
COP
-39.0%
NOA
-96.6%

Financial Health

Debt/Equity
COP
0.38
NOA
2.05
Current Ratio
COP
1.3
NOA
0.88
Quick Ratio
COP
1.07
NOA
0.68

Dividends

Dividend Yield
COP
2.62%
NOA
2.36%
Payout Ratio
COP
50.08%
NOA
42.11%

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
NOA BEARISH

NOA presents a high-risk profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a concerning lack of liquidity. While the stock trades near its Graham Number ($14.92), this defensive value is offset by a catastrophic collapse in earnings growth (-96.60% YoY) and a consistent failure to meet analyst estimates (0/4 beats in the last year). The significant divergence between the current price ($14.67) and the growth-based intrinsic value ($5.81) suggests the market is pricing in a recovery that is not yet supported by the fundamentals.

Strengths
Trades slightly below the Graham Number ($14.92)
Very low Price-to-Sales ratio (0.32)
Low PEG ratio (0.38) suggesting potential undervaluation if growth returns
Risks
Severe earnings collapse (-96.60% YoY)
Liquidity risk with a Current Ratio of 0.88 and Quick Ratio of 0.68
High leverage with Debt/Equity at 2.05, well above sector average (1.28)

Compare Another Pair

COP vs NOA: Head-to-Head Comparison

This page compares ConocoPhillips (COP) and North American Construction Group Ltd. (NOA) 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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