Live Report · Updated January 26, 2026

ConocoPhillips vs BP

ConocoPhillips and BP compare their business models, financial performance indicators, and the market context in which they operate. This page provides a neutral overview of each company’s strategy, scale, and focus, highlighting similarities and differences in approach and potential implications for stakeholders. Educational content, not financial advice.

ConocoPhillips and BP compare their business models, financial performance indicators, and the market context in which they operate. This page provides a neutral overview of each company’s strategy, s...

Comparison Snapshot

Key Financial Metrics

COP

Metric

BP

$121.66B

Market Cap

$95.44B

11.61%

Potential Profit

7.73%

Buy

Analyst Rating

Buy

Why It's Moving

ConocoPhillips Shares Surge 1.5% Amid Oil Sector Rally as Traders Eye Energy Momentum.

Stock advanced +1.52% to close at $98.35 on Jan 23 with 6.97 million shares traded, signaling robust buyer interest.
Weekly performance showed gains from $95.52 (Jan 20) through $97.15 (Jan 21) and $96.88 (Jan 22), reflecting steady upward trajectory.
Elevated volumes on Jan 21 (10.6M) and Jan 20 (10.8M) indicate investors positioning for potential oil price recovery in the energy sector.

Sentiment:

🐃Bullish

BP Launches $750 Million Share Buyback, Boosting Shareholder Value Amid Oil Market Headwinds

BP initiated the buyback on major UK exchanges, repurchasing shares at around 450-470 pence to hold in treasury, enhancing per-share value for investors.
Provisional 2026 dividend dates were published, underscoring BP's commitment to reliable payouts amid forecasts of attractive 5.8% yield.
Berenberg reaffirmed a Buy rating on BP shares as of January 23, with recent trading showing a 1.57% gain to 443.65 pence.

Sentiment:

🐃Bullish

ConocoPhillips Shares Surge 1.5% Amid Oil Sector Rally as Traders Eye Energy Momentum.

Stock advanced +1.52% to close at $98.35 on Jan 23 with 6.97 million shares traded, signaling robust buyer interest.
Weekly performance showed gains from $95.52 (Jan 20) through $97.15 (Jan 21) and $96.88 (Jan 22), reflecting steady upward trajectory.
Elevated volumes on Jan 21 (10.6M) and Jan 20 (10.8M) indicate investors positioning for potential oil price recovery in the energy sector.

Sentiment:

🐃Bullish

BP Launches $750 Million Share Buyback, Boosting Shareholder Value Amid Oil Market Headwinds

BP initiated the buyback on major UK exchanges, repurchasing shares at around 450-470 pence to hold in treasury, enhancing per-share value for investors.
Provisional 2026 dividend dates were published, underscoring BP's commitment to reliable payouts amid forecasts of attractive 5.8% yield.
Berenberg reaffirmed a Buy rating on BP shares as of January 23, with recent trading showing a 1.57% gain to 443.65 pence.

Sentiment:

🐃Bullish

Investment Analysis

ConocoPhillips

COP

Pros

ConocoPhillips delivered a strong Q3 2025 earnings beat with adjusted EPS of $1.61, exceeding forecasts by over 11%.
The acquisition of Marathon Oil expanded U.S. shale production and generated cost synergies, supporting growth.
The company raised its full-year production guidance for 2025 and increased dividends by 8%, indicating operational confidence.

Considerations

ConocoPhillips' revenue for Q3 2025 missed expectations and the stock’s market cap has declined over 13% year-over-year.
The company faces risks from volatility in oil prices and potential cost overruns on large projects like the Willow Project in Alaska.
Recent workforce reductions of up to 25% signal cost pressures and potential operational challenges amid weaker oil prices.

BP

Pros

BP maintains a strong dividend yield of approximately 5.4%, providing steady income for investors.
The company’s market capitalization remains robust around $88.7 billion, reflecting significant scale in the global energy sector.
BP’s ongoing transition efforts towards lower-carbon energy sources position it well for long-term sector evolution.

Considerations

BP’s price-to-earnings ratio is relatively high at nearly 59, implying elevated valuation versus current earnings.
The stock is exposed to risks from fluctuating commodity prices and geopolitical uncertainties affecting oil and gas markets.
BP’s earnings growth faces pressure from market volatility and the challenges associated with its energy transition investments.

Related Market Insights

The Inflation Resilience Portfolio: Why These Stocks Could Weather the Storm

Invest in Nemo's Inflation Resilience Portfolio. Discover companies with pricing power & those benefiting from higher interest rates to thrive amidst persistent inflation.