PSX:NYE-Phillips 66 (USD)

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

Last Closing

USD 158.96

Change

+2.36 (+1.51)%

Market Cap

USD 44.53B

Volume

2.21M

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: 2024-03-27 )

Largest Industry Peers for Oil & Gas Refining & Marketing

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

-1.12 (-0.56%)

USD 70.76B
VLO Valero Energy Corporation

-1.33 (-0.80%)

USD 60.42B
DINO HF Sinclair Corp

-0.35 (-0.61%)

USD 11.21B
PBF PBF Energy Inc

+0.28 (+0.49%)

USD 7.39B
UGP Ultrapar Participacoes SA ADR

+0.14 (+2.76%)

USD 6.11B
CSAN Cosan SA ADR

+0.36 (+3.25%)

USD 5.52B
VVV Valvoline Inc

+0.34 (+0.80%)

USD 5.34B
SUN Sunoco LP

+0.32 (+0.57%)

USD 4.91B
CVI CVR Energy Inc

-0.16 (-0.48%)

USD 3.30B
PARR Par Pacific Holdings Inc

-0.05 (-0.15%)

USD 2.31B

ETFs Containing PSX

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

+3.81 (+0.10%)

USD 0.10B
NRGU MicroSectors U.S. Big Oil.. 10.00 % 0.00 %

-15.54 (0.10%)

USD 1.68B
CRAK VanEck Oil Refiners ETF 8.25 % 0.60 %

-0.21 (0.10%)

USD 0.05B
UDA:CA Caldwell U.S. Dividend Ad.. 5.94 % 0.00 %

+0.09 (+0.10%)

CAD 0.04B
ZWEN:CA BMO Covered Call Energy E.. 5.27 % 0.00 %

-0.35 (0.10%)

CAD 0.04B
WENE:SW iShares MSCI World Energy.. 4.45 % 0.00 %

+0.04 (+0.10%)

USD 0.09B
RSPG Invesco S&P 500® Equal.. 4.40 % 0.00 %

-0.39 (0.10%)

USD 0.60B
GXLE:LSE SPDR® S&P® U.S. Energy .. 4.24 % 0.00 %

-0.19 (0.10%)

USD 0.82B
SXLE:SW SPDR S&P U.S. Energy Sele.. 4.13 % 0.00 %

+0.02 (+0.10%)

N/A
IUES:SW iShares S&P 500 Energy Se.. 4.10 % 0.00 %

-0.05 (0.10%)

USD 1.00B
MDLV 3.93 % 0.00 %

N/A

N/A
IYE iShares U.S. Energy ETF 3.85 % 0.42 %

-0.43 (0.10%)

USD 1.36B
XUEN:SW Xtrackers MSCI USA Energy.. 3.78 % 0.00 %

+6.44 (+0.10%)

USD 0.09B
DRLL EA Series Trust - Strive .. 3.48 % 0.00 %

-0.26 (0.10%)

USD 0.35B
FENY Fidelity® MSCI Energy In.. 3.33 % 0.08 %

-0.22 (0.10%)

USD 1.89B
DIG ProShares Ultra Oil & Gas 2.91 % 0.95 %

-0.93 (0.10%)

USD 0.13B
IGE 2.51 % 0.46 %

N/A

N/A
FTDS First Trust Dividend Stre.. 2.26 % 0.00 %

-0.11 (0.10%)

USD 0.03B
FLOW Global X Funds 2.24 % 0.00 %

+0.08 (+0.10%)

USD 4.11M
PUD.B:CA 1.82 % 0.66 %

N/A

N/A
VMAX REX VolMAXX Long VIX Futu.. 1.76 % 0.00 %

+0.05 (+0.10%)

USD 5.55M
FLXG:SW Franklin Global Equity SR.. 1.10 % 0.00 %

N/A

USD 0.02B
WTV WisdomTree Trust - Wisdom.. 1.02 % 0.00 %

-0.03 (0.10%)

USD 0.29B
PAPI Parametric Equity Premium.. 0.73 % 0.00 %

-0.10 (0.10%)

USD 0.04B
SPED:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

+0.29 (+0.10%)

USD 0.19B
SPES:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

+46.25 (+0.10%)

USD 0.07B
ISPE:LSE iShares S&P 500 Equal Wei.. 0.23 % 0.00 %

+0.04 (+0.10%)

USD 0.52B
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 %

+0.17 (+0.10%)

USD 0.02B
ERX Direxion Daily Energy Bul.. 0.00 % 1.08 %

-1.48 (0.10%)

USD 0.39B
ERY Direxion Daily Energy Bea.. 0.00 % 1.00 %

+0.39 (+0.10%)

USD 0.02B
ERYY 0.00 % 0.45 %

N/A

N/A
FAB First Trust Multi Cap Val.. 0.00 % 0.70 %

N/A

USD 0.16B
FTA First Trust Large Cap Val.. 0.00 % 0.61 %

-0.17 (0.10%)

USD 1.16B
FUM:CA 0.00 % 0.80 %

N/A

N/A
IEO 0.00 % 0.42 %

N/A

N/A
JPME JPMorgan Diversified Retu.. 0.00 % 0.24 %

+0.20 (+0.10%)

USD 0.36B
ONEY SPDR® Russell 1000® Yie.. 0.00 % 0.20 %

-0.01 (0.10%)

USD 0.78B
PXE Invesco Dynamic Energy Ex.. 0.00 % 0.63 %

-0.03 (0.10%)

USD 0.15B
FTXN First Trust Nasdaq Oil & .. 0.00 % 0.60 %

-0.12 (0.10%)

USD 0.22B
IVFVC 0.00 % 0.00 %

N/A

N/A
VSMV VictoryShares US Multi-Fa.. 0.00 % 0.35 %

+0.09 (+0.10%)

USD 0.13B
DDIV First Trust RBA Quality I.. 0.00 % 0.69 %

+0.08 (+0.10%)

USD 0.04B
DVLU First Trust Dorsey Wright.. 0.00 % 0.60 %

+0.06 (+0.10%)

USD 0.02B
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 %

-1.07 (0.10%)

USD 10.63B
VVL:CA Vanguard Global Value Fac.. 0.00 % 0.40 %

+0.16 (+0.10%)

CAD 0.35B
XLE Energy Select Sector SPDR.. 0.00 % 0.13 %

-0.89 (0.10%)

USD 39.71B
XOP SPDR® S&P Oil & Gas Expl.. 0.00 % 0.35 %

+0.16 (+0.10%)

USD 4.27B
HUL:CA 0.00 % 2.20 %

N/A

N/A
SPDV AAM S&P 500 High Dividend.. 0.00 % 0.29 %

-0.07 (0.10%)

USD 0.06B
FEX:LSE First Trust US Large Cap .. 0.00 % 0.00 %

+89.00 (+0.10%)

USD 0.09B
FEXD:LSE First Trust US Large Cap .. 0.00 % 0.00 %

+62.50 (+0.10%)

USD 0.09B
FEXU:LSE First Trust Global Funds .. 0.00 % 0.00 %

+0.51 (+0.10%)

USD 0.09B
IESU:LSE iShares S&P 500 Energy Se.. 0.00 % 0.00 %

-6.38 (0.10%)

USD 0.88B
IUES:LSE iShares S&P 500 Energy Se.. 0.00 % 0.00 %

-0.12 (0.10%)

USD 0.88B
IUSE:LSE iShares S&P 500 EUR Hedge.. 0.00 % 0.00 %

+1.80 (+0.10%)

USD 5.79B
FLXG:LSE Franklin LibertyQ Global .. 0.00 % 0.00 %

+0.04 (+0.10%)

USD 0.02B
SXLE:LSE SPDR S&P U.S. Energy Sele.. 0.00 % 0.00 %

-0.35 (0.10%)

USD 0.78B
XSEN:LSE db x-trackers MSCI USA En.. 0.00 % 0.00 %

-27.00 (0.10%)

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

-0.47 (0.10%)

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

-2.43 (0.10%)

USD 8.61M
FGBL:PA First Trust Global Equity.. 0.00 % 0.00 %

+0.75 (+0.10%)

USD 4.09M
QDVF:F iShares S&P 500 Energy Se.. 0.00 % 0.00 %

-0.02 (0.10%)

USD 0.98B
XUEN:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

-0.05 (0.10%)

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

-0.01 (0.10%)

USD 0.78B
FLXG:F Franklin LibertyShares IC.. 0.00 % 0.00 %

+0.31 (+0.10%)

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

+0.36 (+0.10%)

USD 0.02B
QDVF:XETRA iShares S&P 500 Energy Se.. 0.00 % 0.00 %

-0.06 (0.10%)

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

-0.28 (0.10%)

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

-0.22 (0.10%)

USD 0.78B
NRGO 0.00 % 0.00 %

N/A

N/A
NRGZ 0.00 % 0.00 %

N/A

N/A
FRGE:LSE Franklin LibertyQ Global .. 0.00 % 0.00 %

N/A

USD 0.02B
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 19.39% 82% B 91% A-
Dividend Return 0.79% 29% F 45% F
Total Return 20.18% 82% B 92% A
Trailing 12 Months  
Capital Gain 58.52% 94% A 93% A
Dividend Return 4.19% 50% F 60% D-
Total Return 62.70% 94% A 93% A
Trailing 5 Years  
Capital Gain 67.03% 50% F 78% C+
Dividend Return 19.96% 42% F 72% C
Total Return 86.99% 50% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 9.39% 47% F 71% C-
Dividend Return 13.99% 29% F 77% C+
Total Return 4.60% 56% F 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 29.99% 82% B 37% F
Risk Adjusted Return 46.64% 41% F 74% C
Market Capitalization 44.53B 94% A 97% 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% 74%
Price/Book Ratio 2.22 47% 38%
Price / Cash Flow Ratio 9.68 6% 39%
Price/Free Cash Flow Ratio 6.80 38% 56%
Management Effectiveness  
Return on Equity 22.02% 50% 85%
Return on Invested Capital 11.68% 41% 69%
Return on Assets 6.60% 53% 81%
Debt to Equity Ratio 56.48% 53% 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:
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.

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

Low Dividend Growth

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