PSX:NYE-Phillips 66 (USD)

EQUITY | Oil & Gas Refining & Marketing | New York Stock Exchange

Last Closing

USD 144.85

Change

-0.23 (-0.16)%

Market Cap

USD 44.53B

Volume

1.84M

Analyst Target

USD 79.89
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Phillips 66 is engaged in purchases for resale and markets refined petroleum products. The Company's business segments are Midstream, Chemicals, Refining, and Marketing & specialties. It also manufactures and markets specialty products.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-14 )

Largest Industry Peers for Oil & Gas Refining & Marketing

Symbol Name Price(Change) Market Cap
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+1.36 (+0.76%)

USD 62.64B
VLO Valero Energy Corporation

+1.15 (+0.71%)

USD 54.71B
DINO HF Sinclair Corp

-0.21 (-0.37%)

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SUN Sunoco LP

+0.38 (+0.76%)

USD 7.27B
PBF PBF Energy Inc

+0.48 (+0.98%)

USD 6.10B
UGP Ultrapar Participacoes SA ADR

+0.02 (+0.43%)

USD 5.35B
VVV Valvoline Inc

-0.15 (-0.37%)

USD 5.22B
CSAN Cosan SA ADR

-0.08 (-0.74%)

USD 5.03B
CVI CVR Energy Inc

-0.12 (-0.40%)

USD 2.99B
DKL Delek Logistics Partners LP

N/A

USD 1.88B

ETFs Containing PSX

NRGD MicroSectors U.S. Big Oil.. 10.00 % 0.00 %

-5.68 (0.00%)

USD 0.08B
NRGU MicroSectors U.S. Big Oil.. 10.00 % 0.00 %

+16.19 (+0.00%)

USD 1.94B
CRAK VanEck Oil Refiners ETF 7.62 % 0.60 %

+0.38 (+0.00%)

USD 0.04B
XUKS:LSE db x-trackers FTSE 100 Sh.. 5.80 % 0.00 %

+2.13 (+0.00%)

USD 9.06M
ZWEN:CA BMO Covered Call Energy E.. 5.31 % 0.00 %

+0.29 (+0.00%)

CAD 0.04B
PXE Invesco Dynamic Energy Ex.. 4.58 % 0.63 %

+0.47 (+0.00%)

USD 0.15B
WENE:SW iShares MSCI World Energy.. 4.45 % 0.00 %

N/A

USD 0.10B
DIP ETF Series Solutions 4.29 % 0.00 %

+0.02 (+0.00%)

USD 1.15M
DRLL EA Series Trust - Strive .. 4.09 % 0.00 %

+0.36 (+0.00%)

USD 0.35B
MDLV 3.91 % 0.00 %

N/A

N/A
SXLE:LSE SPDR S&P U.S. Energy Sele.. 3.74 % 0.00 %

+0.26 (+0.00%)

USD 0.80B
ZPDE:F SPDR S&P U.S. Energy Sele.. 3.74 % 0.00 %

+0.14 (+0.00%)

USD 0.78B
ZPDE:XETRA SPDR® S&P® U.S. Energy .. 3.74 % 0.00 %

+0.20 (+0.00%)

USD 0.78B
GXLE:LSE SPDR® S&P® U.S. Energy .. 3.74 % 0.00 %

+0.17 (+0.00%)

USD 0.80B
SXLE:SW SPDR S&P U.S. Energy Sele.. 3.74 % 0.00 %

+0.37 (+0.00%)

N/A
IYE iShares U.S. Energy ETF 3.66 % 0.42 %

+0.52 (+0.00%)

USD 1.42B
IESU:LSE iShares S&P 500 Energy Se.. 3.62 % 0.00 %

+4.25 (+0.00%)

USD 0.98B
IUES:LSE iShares S&P 500 Energy Se.. 3.61 % 0.00 %

+0.07 (+0.00%)

USD 1.09B
IUSE:LSE iShares S&P 500 EUR Hedge.. 3.61 % 0.00 %

-0.05 (0.00%)

USD 5.70B
IUES:SW iShares S&P 500 Energy Se.. 3.61 % 0.00 %

+0.02 (+0.00%)

USD 1.10B
QDVF:F iShares S&P 500 Energy Se.. 3.57 % 0.00 %

+0.05 (+0.00%)

USD 0.98B
QDVF:XETRA iShares S&P 500 Energy Se.. 3.57 % 0.00 %

+0.05 (+0.00%)

USD 0.98B
XSEN:LSE db x-trackers MSCI USA En.. 3.49 % 0.00 %

+21.00 (+0.00%)

USD 0.08B
XUEN:LSE db x-trackers MSCI USA En.. 3.49 % 0.00 %

+0.42 (+0.00%)

USD 0.08B
XUEN:F Xtrackers (IE) Public Lim.. 3.46 % 0.00 %

+0.17 (+0.00%)

USD 0.09B
XUEN:XETRA db x-trackers MSCI USA En.. 3.46 % 0.00 %

+0.28 (+0.00%)

USD 0.09B
XUEN:SW Xtrackers MSCI USA Energy.. 3.46 % 0.00 %

N/A

USD 0.08B
FENY Fidelity® MSCI Energy In.. 3.08 % 0.08 %

+0.27 (+0.00%)

USD 1.84B
DIG ProShares Ultra Oil & Gas 2.89 % 0.95 %

+0.95 (+0.00%)

USD 0.11B
EQRR ProShares Equities for Ri.. 2.77 % 0.35 %

-0.10 (0.00%)

USD 0.02B
ERX Direxion Daily Energy Bul.. 2.45 % 1.08 %

+1.43 (+0.00%)

USD 0.36B
IGE 2.36 % 0.46 %

N/A

N/A
PUD.B:CA 1.82 % 0.66 %

N/A

N/A
FLXG:F Franklin LibertyShares IC.. 1.19 % 0.00 %

-0.30 (0.00%)

USD 0.02B
FLXG:XETRA Franklin LibertyShares IC.. 1.19 % 0.00 %

-0.27 (0.00%)

USD 0.02B
FLXG:SW Franklin Global Equity SR.. 1.19 % 0.00 %

N/A

USD 0.02B
ONEY SPDR® Russell 1000® Yie.. 1.13 % 0.20 %

-0.59 (0.00%)

USD 0.80B
VVL:CA Vanguard Global Value Fac.. 0.67 % 0.40 %

-0.33 (0.00%)

CAD 0.36B
DDG 0.00 % 0.95 %

N/A

N/A
DIVC 0.00 % 0.00 %

N/A

N/A
DUG ProShares UltraShort Oil .. 0.00 % 0.95 %

-0.20 (0.00%)

USD 0.02B
ERY Direxion Daily Energy Bea.. 0.00 % 1.00 %

-0.51 (0.00%)

USD 0.02B
ERYY 0.00 % 0.45 %

N/A

N/A
FUM:CA 0.00 % 0.80 %

N/A

N/A
IEO 0.00 % 0.42 %

N/A

N/A
IVFVC 0.00 % 0.00 %

N/A

N/A
DDIV First Trust RBA Quality I.. 0.00 % 0.69 %

-0.20 (0.00%)

USD 0.05B
HUL-U:CA 0.00 % 0.00 %

N/A

N/A
RYE 0.00 % 0.40 %

N/A

N/A
SOP 0.00 % 0.95 %

N/A

N/A
TUSA 0.00 % 0.70 %

N/A

N/A
UOP 0.00 % 0.95 %

N/A

N/A
VDE Vanguard Energy Index Fun.. 0.00 % 0.10 %

+1.46 (+0.00%)

USD 8.98B
XLE Energy Select Sector SPDR.. 0.00 % 0.13 %

+0.94 (+0.00%)

USD 39.74B
HUL:CA 0.00 % 2.20 %

N/A

N/A
FGBL:PA First Trust Global Equity.. 0.00 % 0.00 %

+0.59 (+0.00%)

USD 2.64M
NRGO 0.00 % 0.00 %

N/A

N/A
NRGZ 0.00 % 0.00 %

N/A

N/A
YGRN 0.00 % 0.00 %

N/A

N/A
SENT 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Oil & Gas Refining & Marketing) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.80% 71% C- 71% C-
Dividend Return 0.79% 29% F 38% F
Total Return 9.58% 71% C- 71% C-
Trailing 12 Months  
Capital Gain 57.63% 94% A 92% A
Dividend Return 4.57% 57% F 64% D
Total Return 62.20% 94% A 92% A
Trailing 5 Years  
Capital Gain 64.04% 64% D 76% C+
Dividend Return 21.52% 42% F 76% C+
Total Return 85.56% 57% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.45% 44% F 75% C
Dividend Return 17.07% 31% F 79% B-
Total Return 4.62% 60% D- 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 29.98% 75% C 37% F
Risk Adjusted Return 56.93% 50% F 80% B-
Market Capitalization 44.53B 94% A 96% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Oil & Gas Refining & Marketing) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 22.20 65% 72%
Price/Book Ratio 2.26 44% 38%
Price / Cash Flow Ratio 8.78 12% 43%
Price/Free Cash Flow Ratio 6.88 29% 57%
Management Effectiveness  
Return on Equity 18.03% 44% 79%
Return on Invested Capital 11.68% 35% 71%
Return on Assets 5.35% 41% 75%
Debt to Equity Ratio 56.48% 50% 58%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector