Phillips 66 PSX
Energy · Oil & Gas Refining & Marketing · United States · S&P 500
Based on the available data, Phillips 66 gets an algorithmic score of 70/100. It trades at 252.25 $, with a bullish technical trend (RSI 50.9) and 31.3% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (23.5%): generates strong profit on equity.
- Low valuation (P/E 10.1).
- Low beta (0.65): defensive profile.
Weaknesses
- Shrinking revenue (-8.0% per year).
Fundamentals
| P/E | 14.39 |
| Forward P/E | 10.11 |
| PEG | 0.82 |
| P/B | 3.19 |
| EV/EBITDA | 11.92 |
| P/S | 0.66 |
| ROE % | 23.45 |
| ROA % | 6.04 |
| Gross margin % | 13.10 |
| Operating margin % | 8.53 |
| Net margin % | 4.66 |
| Revenue growth % (y/y) | 53.10 |
| Earnings growth % (y/y) | 344.90 |
| Revenue CAGR % | -8.00 |
| Earnings CAGR % | -26.36 |
| Debt/Equity % | 62.88 |
| Current ratio | 1.32 |
| FCF yield % | 2.71 |
| Dividend yield % | 2.01 |
| Payout % | 28.20 |
Returns
| 1 month | +3.4 % |
| 3 months | +50.0 % |
| 6 months | +38.2 % |
| YTD | +97.2 % |
| 1 year | +86.2 % |
| 3 years | +134.8 % |
| 5 years | +370.1 % |
Risk
| 1-year volatility | 31.3 % |
| Beta | 0.65 |
| 5-year max drawdown | -44.4 % |
| Sharpe 1A | 2.02 |
Macroeconomic context
Directly correlated with oil and gas (OPEC+, geopolitics, inventories). Acts as an inflation hedge; sensitive to Chinese demand. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.