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Side-by-side financial comparison of ConocoPhillips (COP) and PayPal (PYPL). Click either name above to swap in a different company.
ConocoPhillips is the larger business by last-quarter revenue ($11.4B vs $8.7B, roughly 1.3× PayPal). PayPal runs the higher net margin — 16.6% vs 12.7%, a 3.9% gap on every dollar of revenue. On growth, PayPal posted the faster year-over-year revenue change (3.7% vs -10.7%). Over the past eight quarters, PayPal's revenue compounded faster (6.2% CAGR vs -3.8%).
ConocoPhillips Company is an American multinational corporation engaged in hydrocarbon exploration and production. It is based in the Energy Corridor district of Houston, Texas.
PayPalPYPLEarnings & Financial Report
PayPal Holdings, Inc. is an American multinational financial technology company operating an online payments system in the majority of countries that support online money transfers; it serves as an electronic alternative to traditional paper methods such as checks and money orders. The company operates as a payment processor for online vendors, auction sites and many other commercial and company users.
COP vs PYPL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $11.4B | $8.7B |
| Net Profit | $1.4B | $1.4B |
| Gross Margin | 54.4% | — |
| Operating Margin | 19.7% | 17.4% |
| Net Margin | 12.7% | 16.6% |
| Revenue YoY | -10.7% | 3.7% |
| Net Profit YoY | -37.5% | 28.2% |
| EPS (diluted) | $1.18 | $1.53 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $11.4B | $8.7B | ||
| Q3 25 | $13.3B | $8.4B | ||
| Q2 25 | $12.6B | $8.3B | ||
| Q1 25 | $14.5B | $7.8B | ||
| Q4 24 | $12.7B | $8.4B | ||
| Q3 24 | $11.7B | $7.8B | ||
| Q2 24 | $12.7B | $7.9B | ||
| Q1 24 | $12.3B | $7.7B |
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.8B | $1.3B | ||
| Q4 24 | $2.3B | $1.1B | ||
| Q3 24 | $2.1B | $1.0B | ||
| Q2 24 | $2.3B | $1.1B | ||
| Q1 24 | $2.6B | $888.0M |
| Q4 25 | 54.4% | — | ||
| Q3 25 | 56.1% | — | ||
| Q2 25 | 59.7% | — | ||
| Q1 25 | 57.3% | — | ||
| Q4 24 | 60.2% | — | ||
| Q3 24 | 59.4% | — | ||
| Q2 24 | 61.6% | — | ||
| Q1 24 | 56.7% | — |
| Q4 25 | 19.7% | 17.4% | ||
| Q3 25 | 22.0% | 18.1% | ||
| Q2 25 | 23.9% | 18.1% | ||
| Q1 25 | 30.8% | 19.6% | ||
| Q4 24 | 23.3% | 17.2% | ||
| Q3 24 | 27.6% | 17.7% | ||
| Q2 24 | 28.9% | 16.8% | ||
| Q1 24 | 30.9% | 15.2% |
| Q4 25 | 12.7% | 16.6% | ||
| Q3 25 | 12.9% | 14.8% | ||
| Q2 25 | 15.6% | 15.2% | ||
| Q1 25 | 19.7% | 16.5% | ||
| Q4 24 | 18.1% | 13.4% | ||
| Q3 24 | 17.6% | 12.9% | ||
| Q2 24 | 18.4% | 14.3% | ||
| Q1 24 | 20.7% | 11.5% |
| Q4 25 | $1.18 | $1.53 | ||
| Q3 25 | $1.38 | $1.30 | ||
| Q2 25 | $1.56 | $1.29 | ||
| Q1 25 | $2.23 | $1.29 | ||
| Q4 24 | $1.92 | $1.09 | ||
| Q3 24 | $1.76 | $0.99 | ||
| Q2 24 | $1.98 | $1.08 | ||
| Q1 24 | $2.15 | $0.83 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $7.0B | $10.4B |
| Total DebtLower is stronger | $22.4B | — |
| Stockholders' EquityBook value | $64.5B | $20.3B |
| Total Assets | $121.9B | $80.2B |
| Debt / EquityLower = less leverage | 0.35× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $7.0B | $10.4B | ||
| Q3 25 | $6.3B | $10.8B | ||
| Q2 25 | $5.3B | $10.0B | ||
| Q1 25 | $7.2B | $11.2B | ||
| Q4 24 | $6.1B | $10.8B | ||
| Q3 24 | $6.8B | $11.9B | ||
| Q2 24 | $6.0B | $13.6B | ||
| Q1 24 | $6.1B | $14.3B |
| Q4 25 | $22.4B | — | ||
| Q3 25 | $22.5B | — | ||
| Q2 25 | $23.1B | — | ||
| Q1 25 | $23.2B | — | ||
| Q4 24 | $23.3B | — | ||
| Q3 24 | $17.0B | — | ||
| Q2 24 | $17.0B | — | ||
| Q1 24 | $17.3B | — |
| Q4 25 | $64.5B | $20.3B | ||
| Q3 25 | $64.9B | $20.2B | ||
| Q2 25 | $65.6B | $20.2B | ||
| Q1 25 | $65.2B | $20.3B | ||
| Q4 24 | $64.8B | $20.4B | ||
| Q3 24 | $49.9B | $20.2B | ||
| Q2 24 | $49.7B | $20.6B | ||
| Q1 24 | $49.3B | $20.7B |
| Q4 25 | $121.9B | $80.2B | ||
| Q3 25 | $122.5B | $79.8B | ||
| Q2 25 | $122.6B | $79.8B | ||
| Q1 25 | $124.3B | $81.3B | ||
| Q4 24 | $122.8B | $81.6B | ||
| Q3 24 | $96.7B | $83.5B | ||
| Q2 24 | $96.0B | $84.0B | ||
| Q1 24 | $95.3B | $83.3B |
| Q4 25 | 0.35× | — | ||
| Q3 25 | 0.35× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.36× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 0.34× | — | ||
| Q2 24 | 0.34× | — | ||
| Q1 24 | 0.35× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $4.3B | $2.4B |
| Free Cash FlowOCF − Capex | — | $2.2B |
| FCF MarginFCF / Revenue | — | 25.2% |
| Capex IntensityCapex / Revenue | — | 2.2% |
| Cash ConversionOCF / Net Profit | 2.99× | 1.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $5.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.3B | $2.4B | ||
| Q3 25 | $5.9B | $2.0B | ||
| Q2 25 | $3.5B | $898.0M | ||
| Q1 25 | $6.1B | $1.2B | ||
| Q4 24 | $4.5B | $2.4B | ||
| Q3 24 | $5.8B | $1.6B | ||
| Q2 24 | $4.9B | $1.5B | ||
| Q1 24 | $5.0B | $1.9B |
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $692.0M | ||
| Q1 25 | — | $964.0M | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.8B |
| Q4 25 | — | 25.2% | ||
| Q3 25 | — | 20.4% | ||
| Q2 25 | — | 8.3% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 26.2% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 17.3% | ||
| Q1 24 | — | 22.9% |
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 2.0% |
| Q4 25 | 2.99× | 1.66× | ||
| Q3 25 | 3.41× | 1.58× | ||
| Q2 25 | 1.77× | 0.71× | ||
| Q1 25 | 2.15× | 0.90× | ||
| Q4 24 | 1.93× | 2.14× | ||
| Q3 24 | 2.80× | 1.60× | ||
| Q2 24 | 2.11× | 1.35× | ||
| Q1 24 | 1.95× | 2.16× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COP
| Natural Gas Reserves | $2.1B | 18% |
| Physical Gas Contracts | $2.0B | 18% |
| Europe Middle East And North Africa Segment | $1.6B | 14% |
| Natural Gas Product Line | $1.5B | 13% |
| Canada Operating Segment | $1.3B | 12% |
| Alaska Segment | $1.3B | 11% |
| Natural Gas Liquids Reserves | $826.0M | 7% |
| Asia Pacific Operating Segment | $360.0M | 3% |
| Crude Oil Product Line | $236.0M | 2% |
| Related Party | $12.0M | 0% |
| Corporate Segment | $7.0M | 0% |
PYPL
| US | $4.9B | 57% |
| Non Us | $3.7B | 43% |
