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COP vs PBR

COP
ConocoPhillips
BEARISH
Price
$128.25
Market Cap
$156.32B
Sector
Energy
AI Confidence
85%
PBR
Petróleo Brasileiro S.A. - Petrobras
NEUTRAL
Price
$21.90
Market Cap
$141.13B
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
COP
20.2
PBR
7.2
Forward P/E
COP
15.08
PBR
5.76
P/B Ratio
COP
2.44
PBR
1.69
P/S Ratio
COP
2.59
PBR
0.28
EV/EBITDA
COP
7.21
PBR
2.97

Profitability

Gross Margin
COP
46.18%
PBR
47.63%
Operating Margin
COP
16.3%
PBR
26.85%
Profit Margin
COP
13.25%
PBR
22.13%
ROE
COP
12.36%
PBR
28.18%
ROA
COP
6.42%
PBR
8.61%

Growth

Revenue Growth
COP
-6.8%
PBR
5.0%
Earnings Growth
COP
-39.0%
PBR
--

Financial Health

Debt/Equity
COP
0.38
PBR
0.92
Current Ratio
COP
1.3
PBR
0.71
Quick Ratio
COP
1.07
PBR
0.44

Dividends

Dividend Yield
COP
2.62%
PBR
6.69%
Payout Ratio
COP
50.08%
PBR
55.71%

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
PBR NEUTRAL

PBR presents a classic value trap profile: fundamentally cheap but technically exhausted. While the Piotroski F-Score of 4/9 indicates stable health and the Graham Number of $29.79 suggests significant defensive undervaluation, these are offset by a severe technical breakdown (Trend: 10/100) and deteriorating earnings growth (-53.2% Q/Q EPS). The company maintains exceptional profitability (ROE 28.18%) and an attractive dividend, but liquidity risks are evident in the low current ratio (0.71).

Strengths
Deep value valuation with a P/E of 7.20 and a PEG ratio of 0.39
Superior profitability metrics (ROE 28.18% and Profit Margin 22.13%) compared to sector averages
Strong dividend profile with a 6.69% yield and sustainable 55.71% payout ratio
Risks
Severe technical bearishness (Technical Trend: 10/100) following a massive 1Y run-up
Poor short-term liquidity with a Current Ratio of 0.71 and Quick Ratio of 0.44
Negative earnings momentum with Q/Q EPS growth falling 53.2%

Compare Another Pair

COP vs PBR: Head-to-Head Comparison

This page compares ConocoPhillips (COP) and Petróleo Brasileiro S.A. - Petrobras (PBR) 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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