PSX:NYE-Phillips 66 (USD)

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

Last Closing

USD 151.41

Change

0.00 (0.00)%

Market Cap

USD 44.53B

Volume

4.21M

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: 2024-04-27 )

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ETFs Containing PSX

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

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USD 9.12M
ZWEN:CA BMO Covered Call Energy E.. 5.27 % 0.00 %

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CAD 0.04B
HPF-U:CA Harvest Energy Leaders Pl.. 5.12 % 0.00 %

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PXE Invesco Dynamic Energy Ex.. 4.67 % 0.63 %

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

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USD 0.25M
MDLV 4.39 % 0.00 %

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DIP ETF Series Solutions 4.29 % 0.00 %

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USD 1.15M
SXLE:SW SPDR S&P U.S. Energy Sele.. 4.22 % 0.00 %

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DRLL EA Series Trust - Strive .. 4.09 % 0.00 %

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USD 0.35B
XUEN:SW Xtrackers MSCI USA Energy.. 3.91 % 0.00 %

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USD 0.12M
XLE Energy Select Sector SPDR.. 3.80 % 0.13 %

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USD 39.32B
DUG ProShares UltraShort Oil .. 3.75 % 0.95 %

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USD 0.02B
SXLE:LSE SPDR S&P U.S. Energy Sele.. 3.75 % 0.00 %

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USD 0.77B
ZPDE:F SPDR S&P U.S. Energy Sele.. 3.75 % 0.00 %

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USD 0.78B
ZPDE:XETRA SPDR® S&P® U.S. Energy .. 3.75 % 0.00 %

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USD 0.78B
GXLE:LSE SPDR® S&P® U.S. Energy .. 3.75 % 0.00 %

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USD 0.78B
IUES:LSE iShares S&P 500 Energy Se.. 3.65 % 0.00 %

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USD 1.14B
IUSE:LSE iShares S&P 500 EUR Hedge.. 3.65 % 0.00 %

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USD 5.61B
QDVF:F iShares S&P 500 Energy Se.. 3.65 % 0.00 %

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USD 0.98B
QDVF:XETRA iShares S&P 500 Energy Se.. 3.65 % 0.00 %

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USD 0.98B
IUES:SW iShares S&P 500 Energy Se.. 3.63 % 0.00 %

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USD 1.13B
IESU:LSE iShares S&P 500 Energy Se.. 3.56 % 0.00 %

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USD 0.98B
XUEN:F Xtrackers (IE) Public Lim.. 3.55 % 0.00 %

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USD 0.09B
XUEN:XETRA db x-trackers MSCI USA En.. 3.55 % 0.00 %

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USD 0.09B
XSEN:LSE db x-trackers MSCI USA En.. 3.52 % 0.00 %

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USD 0.08B
XUEN:LSE db x-trackers MSCI USA En.. 3.52 % 0.00 %

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USD 0.08B
VDE Vanguard Energy Index Fun.. 3.45 % 0.10 %

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USD 8.72B
ERX Direxion Daily Energy Bul.. 2.43 % 1.08 %

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USD 0.37B
BMVP Invesco Bloomberg MVP Mul.. 2.06 % 0.00 %

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USD 0.10B
PUD.B:CA 1.82 % 0.66 %

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FLXG:SW Franklin Global Equity SR.. 1.25 % 0.00 %

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

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USD 0.02B
FRGE:LSE Franklin LibertyQ Global .. 1.12 % 0.00 %

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USD 0.02B
FLXG:LSE Franklin LibertyQ Global .. 1.11 % 0.00 %

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USD 0.02B
SPES:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

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USD 0.08B
DDG 0.00 % 0.95 %

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DIG ProShares Ultra Oil & Gas 0.00 % 0.95 %

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USD 0.13B
DIVC 0.00 % 0.00 %

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ERY Direxion Daily Energy Bea.. 0.00 % 1.00 %

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USD 0.03B
ERYY 0.00 % 0.45 %

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

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USD 1.89B
FUM:CA 0.00 % 0.80 %

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IEO 0.00 % 0.42 %

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IGE 0.00 % 0.46 %

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IYE iShares U.S. Energy ETF 0.00 % 0.42 %

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USD 1.36B
JPME JPMorgan Diversified Retu.. 0.00 % 0.24 %

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

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USD 0.78B
FTXN First Trust Nasdaq Oil & .. 0.00 % 0.60 %

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USD 0.22B
IVFVC 0.00 % 0.00 %

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EQRR ProShares Equities for Ri.. 0.00 % 0.35 %

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USD 0.02B
DDIV First Trust RBA Quality I.. 0.00 % 0.69 %

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USD 0.05B
DVLU First Trust Dorsey Wright.. 0.00 % 0.60 %

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USD 0.03B
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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CAD 0.35B
HUL:CA 0.00 % 2.20 %

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

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USD 0.06B
FGBL:PA First Trust Global Equity.. 0.00 % 0.00 %

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USD 4.25M
FLXG:XETRA Franklin LibertyShares IC.. 0.00 % 0.00 %

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USD 0.02B
NRGD MicroSectors U.S. Big Oil.. 0.00 % 0.00 %

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USD 0.07B
NRGU MicroSectors U.S. Big Oil.. 0.00 % 0.00 %

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USD 2.47B
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 13.72% 71% C- 88% B+
Dividend Return 0.79% 29% F 41% F
Total Return 14.51% 71% C- 88% B+
Trailing 12 Months  
Capital Gain 52.94% 81% B- 93% A
Dividend Return 4.24% 43% F 62% D
Total Return 57.18% 81% B- 94% A
Trailing 5 Years  
Capital Gain 58.78% 50% F 78% C+
Dividend Return 19.92% 42% F 73% C
Total Return 78.70% 43% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.77% 44% F 74% C
Dividend Return 16.39% 31% F 79% B-
Total Return 4.61% 60% D- 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 29.85% 81% B- 37% F
Risk Adjusted Return 54.89% 50% F 79% 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% 76%
Price/Book Ratio 2.26 50% 38%
Price / Cash Flow Ratio 9.35 6% 40%
Price/Free Cash Flow Ratio 6.88 35% 57%
Management Effectiveness  
Return on Equity 22.02% 50% 85%
Return on Invested Capital 11.68% 41% 70%
Return on Assets 6.60% 59% 81%
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.

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 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.