PSX:NYE-Phillips 66 (USD)

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

Last Closing

USD 145.85

Change

-0.36 (-0.25)%

Market Cap

USD 44.53B

Volume

1.63M

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: 2024-05-16 )

Largest Industry Peers for Oil & Gas Refining & Marketing

Symbol Name Price(Change) Market Cap
MPC Marathon Petroleum Corp

-5.70 (-3.27%)

USD 61.91B
VLO Valero Energy Corporation

-5.22 (-3.40%)

USD 50.60B
DINO HF Sinclair Corp

-1.39 (-2.60%)

USD 10.32B
SUN Sunoco LP

+0.19 (+0.36%)

USD 6.89B
PBF PBF Energy Inc

-1.67 (-3.62%)

USD 5.46B
VVV Valvoline Inc

+1.12 (+2.76%)

USD 5.34B
UGP Ultrapar Participacoes SA ADR

-0.14 (-3.31%)

USD 4.98B
CSAN Cosan SA ADR

-0.43 (-4.51%)

USD 4.78B
CVI CVR Energy Inc

-0.63 (-2.29%)

USD 2.68B
DKL Delek Logistics Partners LP

+0.02 (+0.05%)

USD 1.87B

ETFs Containing PSX

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

+8.06 (+-2.63%)

USD 0.09B
NRGU MicroSectors U.S. Big Oil.. 10.00 % 0.00 %

-20.93 (-2.63%)

USD 1.77B
CRAK VanEck Oil Refiners ETF 7.45 % 0.60 %

-0.19 (-2.63%)

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

-3.05 (-2.63%)

USD 7.74M
WENE:SW iShares MSCI World Energy.. 4.45 % 0.00 %

N/A

USD 0.10B
SXLE:LSE SPDR S&P U.S. Energy Sele.. 4.36 % 0.00 %

-0.38 (-2.63%)

USD 0.88B
DIP ETF Series Solutions 4.29 % 0.00 %

N/A

USD 1.15M
DRLL EA Series Trust - Strive .. 4.07 % 0.00 %

-0.33 (-2.63%)

USD 0.35B
MDLV 3.81 % 0.00 %

N/A

N/A
ZPDE:F SPDR S&P U.S. Energy Sele.. 3.74 % 0.00 %

-0.47 (-2.63%)

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

-0.70 (-2.63%)

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

-0.46 (-2.63%)

USD 0.85B
SXLE:SW SPDR S&P U.S. Energy Sele.. 3.74 % 0.00 %

-0.36 (-2.63%)

N/A
IYE iShares U.S. Energy ETF 3.58 % 0.42 %

-0.43 (-2.63%)

USD 1.34B
IESU:LSE iShares S&P 500 Energy Se.. 3.56 % 0.00 %

-12.63 (-2.63%)

USD 0.98B
QDVF:F iShares S&P 500 Energy Se.. 3.55 % 0.00 %

-0.14 (-2.63%)

USD 0.98B
QDVF:XETRA iShares S&P 500 Energy Se.. 3.55 % 0.00 %

-0.18 (-2.63%)

USD 0.98B
IUES:LSE iShares S&P 500 Energy Se.. 3.54 % 0.00 %

-0.10 (-2.63%)

USD 1.09B
IUSE:LSE iShares S&P 500 EUR Hedge.. 3.54 % 0.00 %

+1.74 (+-2.63%)

USD 5.62B
IUES:SW iShares S&P 500 Energy Se.. 3.54 % 0.00 %

+0.12 (+-2.63%)

USD 1.06B
XSEN:LSE db x-trackers MSCI USA En.. 3.47 % 0.00 %

-65.50 (-2.63%)

USD 0.08B
XUEN:LSE db x-trackers MSCI USA En.. 3.47 % 0.00 %

-0.40 (-2.63%)

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

-0.69 (-2.63%)

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

-0.90 (-2.63%)

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

-1.13 (-2.63%)

USD 0.08B
FENY Fidelity® MSCI Energy In.. 3.04 % 0.08 %

-0.22 (-2.63%)

USD 1.80B
DIG ProShares Ultra Oil & Gas 2.81 % 0.95 %

-0.97 (-2.63%)

USD 0.11B
ERX Direxion Daily Energy Bul.. 2.47 % 1.08 %

-1.37 (-2.63%)

USD 0.35B
IGE 2.31 % 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 %

N/A

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

+0.02 (+-2.63%)

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

+0.15 (+-2.63%)

USD 0.02B
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 %

+0.19 (+-2.63%)

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

+0.55 (+-2.63%)

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
PXE Invesco Dynamic Energy Ex.. 0.00 % 0.63 %

-0.35 (-2.63%)

USD 0.15B
IVFVC 0.00 % 0.00 %

N/A

N/A
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 %

-1.12 (-2.63%)

USD 9.11B
VVL:CA Vanguard Global Value Fac.. 0.00 % 0.40 %

-0.01 (-2.63%)

CAD 0.36B
XLE Energy Select Sector SPDR.. 0.00 % 0.13 %

-0.97 (-2.63%)

USD 38.79B
HUL:CA 0.00 % 2.20 %

N/A

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

-0.11 (-2.63%)

USD 2.65M
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 9.55% 71% C- 71% C-
Dividend Return 0.79% 14% F 37% F
Total Return 10.33% 71% C- 71% C-
Trailing 12 Months  
Capital Gain 51.49% 94% A 92% A
Dividend Return 4.36% 64% D 62% D
Total Return 55.85% 94% A 92% A
Trailing 5 Years  
Capital Gain 71.97% 64% D 78% C+
Dividend Return 21.34% 42% F 75% C
Total Return 93.31% 57% F 81% 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% 74%
Debt to Equity Ratio 56.48% 50% 57%

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