TotalEnergies vs ConocoPhillips
TotalEnergies and ConocoPhillips are compared here to illuminate how their business models, financial performance, and market context differ. This page presents neutral, accessible analysis to readers seeking a clearer view of the energy sector landscape. Educational content, not financial advice.
TotalEnergies and ConocoPhillips are compared here to illuminate how their business models, financial performance, and market context differ. This page presents neutral, accessible analysis to readers...
Why It's Moving
TotalEnergies Launches Ordinary Shares on NYSE, Boosting U.S. Investor Access.
- Completed NYSE ordinary share listing on Dec. 8, replacing ADRs with a 1:1 conversion, streamlining global trading structure.
- Repurchased 2.77 million shares for €157 million between Dec. 1-5, signaling management's confidence in the stock's value.
- J.P. Morgan downgraded to Neutral on Dec. 5, yet analyst consensus points to potential upside from current levels.
ConocoPhillips Faces Analyst Downgrade Amid Solid Q3 Momentum and Bullish Long-Term Outlook
- Q3 production hit 2,399 MBOED, up 4% organically, with raised full-year guidance to 2.375 MMBOED and lowered costs to $10.6 billion, underscoring efficient growth.[3]
- Dividend increased 8% quarterly, with $2.2 billion returned to shareholders including $1.3 billion in buybacks, reinforcing capital discipline.[3]
- Johnson Rice downgraded to Hold on Dec 5, trimming PT to $105, countering 18 Buy ratings averaging $115+ targets for 30%+ upside, highlighting mixed sector sentiment.[1][2][5]
TotalEnergies Launches Ordinary Shares on NYSE, Boosting U.S. Investor Access.
- Completed NYSE ordinary share listing on Dec. 8, replacing ADRs with a 1:1 conversion, streamlining global trading structure.
- Repurchased 2.77 million shares for €157 million between Dec. 1-5, signaling management's confidence in the stock's value.
- J.P. Morgan downgraded to Neutral on Dec. 5, yet analyst consensus points to potential upside from current levels.
ConocoPhillips Faces Analyst Downgrade Amid Solid Q3 Momentum and Bullish Long-Term Outlook
- Q3 production hit 2,399 MBOED, up 4% organically, with raised full-year guidance to 2.375 MMBOED and lowered costs to $10.6 billion, underscoring efficient growth.[3]
- Dividend increased 8% quarterly, with $2.2 billion returned to shareholders including $1.3 billion in buybacks, reinforcing capital discipline.[3]
- Johnson Rice downgraded to Hold on Dec 5, trimming PT to $105, countering 18 Buy ratings averaging $115+ targets for 30%+ upside, highlighting mixed sector sentiment.[1][2][5]
Which Baskets Do They Appear In?
Oil & Gas
Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.
Published: May 15, 2025
Explore BasketWhich Baskets Do They Appear In?
Oil & Gas
Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.
Published: May 15, 2025
Explore BasketInvestment Analysis
Pros
- TotalEnergies demonstrated strong Q3 2025 performance with revenue exceeding forecasts at $43.84 billion and an 11% rise in adjusted net income.
- Hydrocarbon production grew over 4% year-on-year, reflecting improved operational efficiency and output.
- The company has a diversified energy portfolio, investing in renewables, hydrogen fuel, and EV charging infrastructure, supporting its low-carbon transition.
Considerations
- TotalEnergies’ stock price showed volatility, with a recent decline despite robust revenue, reflecting market uncertainties.
- Revenue growth has been negative in recent years, with an 11% decline year-over-year in trailing twelve months ending Q3 2025.
- The company maintains a moderate debt-to-equity ratio (~44%), posing some financial leverage risk amid fluctuating commodity prices.
Pros
- ConocoPhillips maintains a strong market presence with a market capitalization around $89.7 billion, indicating significant scale in the energy sector.
- The company benefits from a focused upstream oil and gas production portfolio that supports cash flow generation.
- ConocoPhillips has taken measures to capitalise on rising oil prices, aiming to enhance profitability amid global energy demand dynamics.
Considerations
- The company is exposed to oil price volatility, which can adversely affect earnings and cash flow stability.
- ConocoPhillips’ revenues and earnings can be cyclical, reflecting sensitivity to the commodity price environment.
- Rising regulatory and environmental pressures may increase operational costs and require further capital investments in low-carbon initiatives.
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