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COP vs NPKI

COP
ConocoPhillips
BEARISH
Price
$128.25
Market Cap
$156.32B
Sector
Energy
AI Confidence
85%
NPKI
NPK International Inc.
NEUTRAL
Price
$16.35
Market Cap
$1.38B
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
COP
20.2
NPKI
38.93
Forward P/E
COP
15.08
NPKI
25.85
P/B Ratio
COP
2.44
NPKI
3.94
P/S Ratio
COP
2.59
NPKI
4.99
EV/EBITDA
COP
7.21
NPKI
19.13

Profitability

Gross Margin
COP
46.18%
NPKI
36.37%
Operating Margin
COP
16.3%
NPKI
16.71%
Profit Margin
COP
13.25%
NPKI
14.06%
ROE
COP
12.36%
NPKI
10.61%
ROA
COP
6.42%
NPKI
7.18%

Growth

Revenue Growth
COP
-6.8%
NPKI
30.7%
Earnings Growth
COP
-39.0%
NPKI
77.5%

Financial Health

Debt/Equity
COP
0.38
NPKI
0.08
Current Ratio
COP
1.3
NPKI
1.43
Quick Ratio
COP
1.07
NPKI
1.14

Dividends

Dividend Yield
COP
2.62%
NPKI
--
Payout Ratio
COP
50.08%
NPKI
0.0%

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
NPKI NEUTRAL

NPKI exhibits strong fundamental health with a Piotroski F-Score of 7/9 and an exceptionally low Debt/Equity ratio of 0.08. However, the stock is currently trading at a significant premium, with a price of $16.35 well above both its Graham Number ($6.27) and Intrinsic Value ($12.39). While explosive revenue and earnings growth justify some premium, the combination of a bearish technical trend (10/100) and aggressive insider selling by the CFO and General Counsel suggests the stock may be overextended in the short term.

Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Exceptional balance sheet with very low leverage (Debt/Equity 0.08)
Explosive growth metrics with YoY earnings growth of 77.50%
Risks
Significant valuation gap between current price and defensive fair value
Bearish insider sentiment with $2.70M in recent sales by key executives
Very weak technical trend (10/100) suggesting a potential reversal or peak

Compare Another Pair

COP vs NPKI: Head-to-Head Comparison

This page compares ConocoPhillips (COP) and NPK International Inc. (NPKI) 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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