PSX:NYE-Phillips 66 (USD)

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

Last Closing

USD 147.17

Change

+6.76 (+4.81)%

Market Cap

USD 44.53B

Volume

3.98M

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: 2024-07-30 )

Largest Industry Peers for Oil & Gas Refining & Marketing

Symbol Name Price(Change) Market Cap
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CSAN Cosan SA ADR

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PARR Par Pacific Holdings Inc

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CAPL Crossamerica Partners LP

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AE Adams Resources & Energy Inc

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PBF PBF Energy Inc

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DK Delek US Energy Inc

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SGU Star Gas Partners LP

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DKL Delek Logistics Partners LP

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ETFs Containing PSX

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

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

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WTID UBS ETRACS - ProShares Da.. 6.15 % 0.00 %

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USD 5.15M
WTIU UBS ETRACS - ProShares Da.. 6.15 % 0.00 %

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USD 8.63M
PXE Invesco Dynamic Energy Ex.. 5.14 % 0.63 %

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USD 0.12B
DRLL EA Series Trust 4.54 % 0.00 %

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USD 0.35B
WENE:SW iShares MSCI World Energy.. 4.45 % 0.00 %

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USD 0.13B
SXLE:SW SPDR S&P U.S. Energy Sele.. 4.38 % 0.00 %

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GXLE:LSE SPDR® S&P® U.S. Energy .. 4.36 % 0.00 %

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DIP 4.29 % 0.00 %

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WEEI Westwood Salient Enhanced.. 4.27 % 0.00 %

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XLE Energy Select Sector SPDR.. 4.23 % 0.13 %

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USD 37.47B
MDLV 3.85 % 0.00 %

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IUES:SW iShares S&P 500 Energy Se.. 3.59 % 0.00 %

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USD 0.90B
XUEN:SW Xtrackers MSCI USA Energy.. 3.42 % 0.00 %

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USD 0.07B
OILD MicroSectorsTM Oil & Gas .. 3.26 % 1.24 %

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USD 0.02B
OILU MicroSectorsTM Oil & Gas .. 3.26 % 1.22 %

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USD 0.05B
VDE Vanguard Energy Index Fun.. 3.09 % 0.10 %

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USD 8.34B
EQRR ProShares Equities for Ri.. 2.85 % 0.35 %

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USD 0.01B
PUD.B:CA 1.82 % 0.66 %

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CRAK VanEck Oil Refiners ETF 0.00 % 0.60 %

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USD 0.03B
DDG 0.00 % 0.95 %

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DIG ProShares Ultra Oil & Gas 0.00 % 0.95 %

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DIVC 0.00 % 0.00 %

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DUG ProShares UltraShort Oil .. 0.00 % 0.95 %

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ERX Direxion Daily Energy Bul.. 0.00 % 1.08 %

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ERY Direxion Daily Energy Bea.. 0.00 % 1.00 %

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ERYY 0.00 % 0.45 %

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FENY Fidelity® MSCI Energy In.. 0.00 % 0.08 %

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USD 1.83B
FUM:CA 0.00 % 0.80 %

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GUSH Direxion Daily S&P Oil & .. 0.00 % 1.04 %

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USD 0.36B
IEO 0.00 % 0.42 %

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IGE 0.00 % 0.46 %

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IVFVC 0.00 % 0.00 %

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HUL-U:CA 0.00 % 0.00 %

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RYE 0.00 % 0.40 %

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SOP 0.00 % 0.95 %

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TUSA 0.00 % 0.70 %

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UOP 0.00 % 0.95 %

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VVL:CA Vanguard Global Value Fac.. 0.00 % 0.40 %

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HUL:CA 0.00 % 2.20 %

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IESU:LSE iShares S&P 500 Energy Se.. 0.00 % 0.00 %

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IUES:LSE iShares S&P 500 Energy Se.. 0.00 % 0.00 %

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USD 0.96B
IUSE:LSE iShares S&P 500 EUR Hedge.. 0.00 % 0.00 %

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USD 6.03B
SXLE:LSE SPDR S&P U.S. Energy Sele.. 0.00 % 0.00 %

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XSEN:LSE db x-trackers MSCI USA En.. 0.00 % 0.00 %

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USD 0.07B
XUEN:LSE db x-trackers MSCI USA En.. 0.00 % 0.00 %

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USD 0.07B
XUKS:LSE db x-trackers FTSE 100 Sh.. 0.00 % 0.00 %

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USD 9.50M
QDVF:F iShares S&P 500 Energy Se.. 0.00 % 0.00 %

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XUEN:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

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USD 0.09B
ZPDE:F SPDR S&P U.S. Energy Sele.. 0.00 % 0.00 %

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USD 0.78B
QDVF:XETRA iShares S&P 500 Energy Se.. 0.00 % 0.00 %

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USD 0.98B
XUEN:XETRA db x-trackers MSCI USA En.. 0.00 % 0.00 %

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USD 0.09B
ZPDE:XETRA SPDR® S&P® U.S. Energy .. 0.00 % 0.00 %

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USD 0.78B
NRGO 0.00 % 0.00 %

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NRGZ 0.00 % 0.00 %

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YGRN 0.00 % 0.00 %

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SENT 0.00 % 0.00 %

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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 10.54% 81% B- 69% C-
Dividend Return 1.65% 40% F 43% F
Total Return 12.19% 81% B- 69% C-
Trailing 12 Months  
Capital Gain 31.27% 94% A 89% A-
Dividend Return 3.84% 67% D+ 57% F
Total Return 35.11% 100% F 90% A-
Trailing 5 Years  
Capital Gain 44.30% 64% D 69% C-
Dividend Return 18.87% 36% F 68% D+
Total Return 63.17% 50% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 15.81% 50% F 80% B-
Dividend Return 20.45% 38% F 82% B
Total Return 4.64% 60% D- 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 29.58% 75% C 34% F
Risk Adjusted Return 69.13% 69% C- 85% B
Market Capitalization 44.53B 100% F 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 71% 73%
Price/Book Ratio 2.26 29% 38%
Price / Cash Flow Ratio 8.35 14% 45%
Price/Free Cash Flow Ratio 6.88 29% 55%
Management Effectiveness  
Return on Equity 18.03% 71% 81%
Return on Invested Capital 11.68% 71% 73%
Return on Assets 5.35% 71% 77%
Debt to Equity Ratio 56.48% 43% 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.

What to not like:
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.

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

Low Dividend Growth

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