COMPARE · Reviewed July 29, 2026
CNX vs TTE
Verdict: Side-by-side breakdown using the Bull Rankings model. CNX scored 72.0, TTE scored 61.4 — CNX leads.
Compare another set
CNX
CNX Resources Corp
72
$34.49 · $5.0B
Score gap
10.6
CNX leads
TTE
TotalEnergies SE
61.4
$87.25 · $193.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
CNX
stronger →← stronger
TTE
88
Qualityreturns · margins · balance sheet
81
90
Growthrevenue & earnings expansion
50
81
Valuevaluation vs sector peers
57
CNX is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CNX
TTE
$557mC+
FCF
$16.2bA-
+45.2%A
Rev
-6.2%D
0.56B+
D/E
0.48B
4.2xA
P/E
10.9xA-
0.09A
PEG
0.72A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CNX
TTE
73% below
Price vs fair valuelower is cheaper
2% below
~-16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
+185%
1-yr DCF upside
+14%
+277%
5-yr DCF upside
+2%
+479%
10-yr DCF upside
-12%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CNX
Why this score
- Buying back stock
- Short track record
TTE
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Revenue shrinking
The companies
CNXCNX Resources Corp
Why now
Energy · market cap $5.0b. Down 21% from 52-week high of $43.62 — deep drawdown territory. Revenue growing +45% — in hypergrowth territory. PEG 0.09 — paying under fair value for the growth rate.
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
TTETotalEnergies SE
Why now
Oil & Gas Integrated · market cap $193.7b. 7% off the 52-week high of $94.17. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.72 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $95.00 (implying +9% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 121% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $193.7b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Revenue contracting -6% — the operational turn is not yet visible in the top line. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.