WallStSmart

ConocoPhillips (COP)vsCrescent Energy Co (CRGY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ConocoPhillips generates 1396% more annual revenue ($64.46B vs $4.31B). COP leads profitability with a 14.4% profit margin vs 1.3%. COP trades at a lower P/E of 18.1x. COP earns a higher WallStSmart Score of 78/100 (B+).

COP

Strong Buy

78

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 5.7Quality: 7.0
Piotroski: 4/9Altman Z: 2.36

CRGY

Strong Buy

68

out of 100

Grade: B-

Growth: 8.7Profit: 5.5Value: 4.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for COP.

CRGYUndervalued (+14.8%)

Margin of Safety

+14.8%

Fair Value

$12.39

Current Price

$13.01

$0.62 discount

UndervaluedFair: $12.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COP6 strengths · Avg: 9.2/10
Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

Revenue GrowthGrowth
35.5%10/10

Revenue surging 35.5% year-over-year

EPS GrowthGrowth
107.0%10/10

Earnings expanding 107.0% YoY

Market CapQuality
$165.00B9/10

Large-cap with strong market position

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.41B8/10

Generating 4.4B in free cash flow

CRGY4 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
53.8%10/10

Strong operational efficiency at 53.8%

Revenue GrowthGrowth
55.3%10/10

Revenue surging 55.3% year-over-year

EPS GrowthGrowth
117.2%10/10

Earnings expanding 117.2% YoY

Areas to Watch

COP0 concerns · Avg: 0/10

No major concerns identified

CRGY4 concerns · Avg: 2.8/10
Profit MarginProfitability
1.3%3/10

1.3% margin — thin

Debt/EquityHealth
1.023/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
173.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : COP

The strongest argument for COP centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 35.5% demonstrates continued momentum. PEG of 1.24 suggests the stock is reasonably priced for its growth.

Bull Case : CRGY

The strongest argument for CRGY centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 55.3% demonstrates continued momentum.

Bear Case : COP

No major red flags identified for COP, but monitor valuation.

Bear Case : CRGY

The primary concerns for CRGY are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 173.8x leaves little room for execution misses. Thin 1.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

COP profiles as a growth stock while CRGY is a hypergrowth play — different risk/reward profiles.

CRGY carries more volatility with a beta of 0.92 — expect wider price swings.

CRGY is growing revenue faster at 55.3% — sustainability is the question.

COP generates stronger free cash flow (4.4B), providing more financial flexibility.

Bottom Line

COP scores higher overall (78/100 vs 68/100) and 35.5% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

ConocoPhillips

ENERGY · OIL & GAS E&P · USA

ConocoPhillips is an American multinational corporation engaged in hydrocarbon exploration. It is based in the Energy Corridor district of Houston, Texas.

Crescent Energy Co

ENERGY · OIL & GAS E&P · USA

Crescent Energy Co (CRGY) is a leading independent oil and natural gas exploration and production company, focusing on the development of onshore resources within high-yield shale formations across the United States. Committed to sustainability and capital efficiency, Crescent utilizes advanced technologies to enhance production and recovery, fostering disciplined growth. The company's strategic positioning allows it to effectively navigate the evolving energy market, aiming to deliver strong financial performance while capitalizing on emerging opportunities and maintaining a competitive edge in the sector.

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