PSX:NYE-Phillips 66 (USD)

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

Last Closing

USD 98.81

Change

-8.37 (-7.81)%

Market Cap

USD 44.53B

Volume

6.42M

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: 2025-04-04 )

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SGU Star Gas Partners LP

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CVI CVR Energy Inc

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DKL Delek Logistics Partners LP

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ETFs Containing PSX

DRLL EA Series Trust 4.69 % 0.00 %

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USD 0.29B
WENE:SW iShares MSCI World Energy.. 4.45 % 0.00 %

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USD 0.07B
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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OCTA 4.13 % 0.00 %

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MDLV EA Series Trust - Morgan .. 3.85 % 0.00 %

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SXLE:SW SPDR S&P U.S. Energy Sele.. 3.50 % 0.00 %

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OAKM Harris Oakmark ETF Trust 3.33 % 0.00 %

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USD 0.17B
XSEN:LSE db x-trackers MSCI USA En.. 2.99 % 0.00 %

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USD 0.08B
XUEN:LSE db x-trackers MSCI USA En.. 2.99 % 0.00 %

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USD 0.08B
IUES:SW iShares S&P 500 Energy Se.. 2.97 % 0.00 %

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USD 0.78B
UNCU:LSE First Trust US Equity Inc.. 2.90 % 0.00 %

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USD 0.03B
XUEN:SW Xtrackers MSCI USA Energy.. 2.87 % 0.00 %

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USD 0.07B
UINC:LSE First Trust US Equity Inc.. 2.44 % 0.00 %

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USD 0.31B
PUD.B:CA 1.82 % 0.66 %

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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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FAB First Trust Multi Cap Val.. 0.00 % 0.70 %

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USD 0.12B
FENY Fidelity® MSCI Energy In.. 0.00 % 0.08 %

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USD 1.47B
FEX First Trust Large Cap Cor.. 0.00 % 0.61 %

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USD 1.25B
FTA First Trust Large Cap Val.. 0.00 % 0.61 %

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USD 1.13B
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 0.25B
IEO iShares U.S. Oil & Gas Ex.. 0.00 % 0.42 %

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USD 0.34B
IGE iShares North American Na.. 0.00 % 0.46 %

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PXE Invesco Dynamic Energy Ex.. 0.00 % 0.63 %

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USD 0.09B
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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XLE Energy Select Sector SPDR.. 0.00 % 0.13 %

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USD 31.52B
HUL:CA 0.00 % 2.20 %

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

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

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USD 8.63M
FEX:LSE First Trust US Large Cap .. 0.00 % 0.00 %

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USD 0.12B
FEXD:LSE First Trust US Large Cap .. 0.00 % 0.00 %

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USD 0.04B
FEXU:LSE First Trust Global Funds .. 0.00 % 0.00 %

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USD 0.12B
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 0.81B
IUSE:LSE iShares S&P 500 EUR Hedge.. 0.00 % 0.00 %

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USD 6.66B
SXLE:LSE SPDR S&P U.S. Energy Sele.. 0.00 % 0.00 %

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

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USD 8.35M
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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XAIN:XETRA Xtrackers - MSCI Indonesi.. 0.00 % 0.00 %

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

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

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NRGD Bank of Montreal 0.00 % 0.00 %

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NRGU Bank of Montreal 0.00 % 0.00 %

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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 -13.27% 47% F 32% F
Dividend Return 1.01% 50% F 50% F
Total Return -12.26% 53% F 34% F
Trailing 12 Months  
Capital Gain -42.13% 67% D+ 9% A-
Dividend Return 2.69% 50% F 48% F
Total Return -39.44% 67% D+ 9% A-
Trailing 5 Years  
Capital Gain 91.42% 46% F 68% D+
Dividend Return 38.74% 33% F 76% C+
Total Return 130.16% 46% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 20.08% 53% F 82% B
Dividend Return 24.49% 47% F 84% B
Total Return 4.40% 57% F 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 20.37% 93% A 51% F
Risk Adjusted Return 120.20% 87% B+ 98% N/A
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 50% 28%
Price/Book Ratio 1.82 33% 45%
Price / Cash Flow Ratio 12.33 17% 34%
Price/Free Cash Flow Ratio 11.41 50% 41%
Management Effectiveness  
Return on Equity 7.24% 83% 48%
Return on Invested Capital 35.47% 100% 94%
Return on Assets 1.73% 50% 43%
Debt to Equity Ratio 66.52% 50% 52%

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Poor return on assets

The company management has delivered below median return on assets 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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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.