PSX:NYE-Phillips 66

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

Last Closing

USD 98.72

Change

+0.20 (+0.20)%

Market Cap

USD 44.53B

Volume

2.53M

Analyst Target

USD 119.44
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: 2019-03-18 )

Largest Industry Peers for Oil & Gas - Refining & Marketing

ETFs Containing PSX

CRAK VanEck Oil Refiners ETF 8.25 % 0.60 %

-0.26 (-0.57%)

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

N/A

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

+0.17 (+-0.57%)

CAD 0.04B
PXE Invesco Dynamic Energy Ex.. 4.90 % 0.63 %

+0.08 (+-0.57%)

USD 0.15B
WENE:SW 4.45 % 0.00 %

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

+0.47 (+-0.57%)

USD 0.60B
GXLE:LSE 4.24 % 0.00 %

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SXLE:SW 4.13 % 0.00 %

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IUES:SW 4.10 % 0.00 %

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MDLV 3.93 % 0.00 %

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IYE iShares U.S. Energy ETF 3.85 % 0.42 %

+0.26 (+-0.57%)

USD 1.36B
XUEN:SW 3.78 % 0.00 %

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DRLL EA Series Trust - Strive .. 3.48 % 0.00 %

+0.21 (+-0.57%)

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

+0.14 (+-0.57%)

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

+0.46 (+-0.57%)

USD 0.13B
IGE 2.51 % 0.46 %

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FTDS First Trust Dividend Stre.. 2.26 % 0.00 %

-0.17 (-0.57%)

USD 0.03B
FLOW Global X Funds 2.24 % 0.00 %

-0.10 (-0.57%)

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

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VMAX REX VolMAXX Long VIX Futu.. 1.76 % 0.00 %

-0.26 (-0.57%)

USD 5.55M
ONEY SPDR® Russell 1000® Yie.. 1.26 % 0.20 %

-0.57 (-0.57%)

USD 0.78B
FLXG:SW 1.10 % 0.00 %

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WTV WisdomTree Trust - Wisdom.. 1.02 % 0.00 %

-0.39 (-0.57%)

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

-0.10 (-0.57%)

USD 0.04B
VVL:CA Vanguard Global Value Fac.. 0.59 % 0.40 %

-0.31 (-0.57%)

CAD 0.35B
JPME JPMorgan Diversified Retu.. 0.45 % 0.24 %

-0.55 (-0.57%)

USD 0.36B
SPED:LSE 0.23 % 0.00 %

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SPES:LSE 0.23 % 0.00 %

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ISPE:LSE 0.23 % 0.00 %

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DDG 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 %

-0.08 (-0.57%)

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

+0.69 (+-0.57%)

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

-0.20 (-0.57%)

USD 0.02B
ERYY 0.00 % 0.45 %

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

-0.36 (-0.57%)

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

-0.33 (-0.57%)

USD 1.16B
FUM:CA 0.00 % 0.80 %

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IEO 0.00 % 0.42 %

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FTXN First Trust Nasdaq Oil & .. 0.00 % 0.60 %

+0.11 (+-0.57%)

USD 0.22B
IVFVC 0.00 % 0.00 %

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VSMV VictoryShares US Multi-Fa.. 0.00 % 0.35 %

-0.17 (-0.57%)

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

-0.27 (-0.57%)

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

-0.05 (-0.57%)

USD 0.02B
HUL-U:CA 0.00 % 0.00 %

N/A

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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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VDE Vanguard Energy Index Fun.. 0.00 % 0.10 %

+0.66 (+-0.57%)

USD 10.63B
XLE Energy Select Sector SPDR.. 0.00 % 0.13 %

+0.44 (+-0.57%)

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

+0.65 (+-0.57%)

USD 4.27B
HUL:CA 0.00 % 2.20 %

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

-0.31 (-0.57%)

USD 0.06B
FEX:LSE 0.00 % 0.00 %

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FEXD:LSE 0.00 % 0.00 %

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FEXU:LSE 0.00 % 0.00 %

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IESU:LSE 0.00 % 0.00 %

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IUES:LSE 0.00 % 0.00 %

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IUSE:LSE 0.00 % 0.00 %

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FLXG:LSE 0.00 % 0.00 %

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SXLE:LSE 0.00 % 0.00 %

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XSEN:LSE 0.00 % 0.00 %

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XUEN:LSE 0.00 % 0.00 %

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XUKS:LSE 0.00 % 0.00 %

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FGBL:PA 0.00 % 0.00 %

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QDVF:F 0.00 % 0.00 %

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XUEN:F 0.00 % 0.00 %

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ZPDE:F 0.00 % 0.00 %

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FLXG:F 0.00 % 0.00 %

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FLXG:XETRA 0.00 % 0.00 %

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QDVF:XETRA 0.00 % 0.00 %

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XUEN:XETRA 0.00 % 0.00 %

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ZPDE:XETRA 0.00 % 0.00 %

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

-1.35 (-0.57%)

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

+3.94 (+-0.57%)

USD 1.68B
NRGO 0.00 % 0.00 %

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NRGZ 0.00 % 0.00 %

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FRGE:LSE 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 14.59% 50% F 66% D+
Dividend Return 0.93% 43% F 47% F
Total Return 15.52% 50% F 67% D+
Trailing 12 Months  
Capital Gain 3.06% 61% D- 73% C
Dividend Return 3.34% 39% F 55% F
Total Return 6.40% 56% F 71% C-
Trailing 5 Years  
Capital Gain 22.86% 75% C 68% D+
Dividend Return 15.88% 31% F 54% F
Total Return 38.74% 69% C- 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.60% 67% D+ 77% C+
Dividend Return 11.67% 61% D- 80% B-
Total Return 3.07% 33% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 15.95% 89% A- 46% F
Risk Adjusted Return 73.17% 89% A- 73% C
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 76% 64%
Price/Book Ratio 1.93 47% 41%
Price / Cash Flow Ratio 1.67 47% 66%
Price/Free Cash Flow Ratio 9.20 38% 55%
Management Effectiveness  
Return on Equity 24.21% 82% 87%
Return on Invested Capital 15.19% 65% 73%
Return on Assets 10.31% 82% 88%
Debt to Equity Ratio 49.25% 63% 62%

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 return on assets

The company management has delivered better return on assets 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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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 Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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 Revenue Growth

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