PSX
NEUTRAL
$175.75
Live
Phillips 66 · NYSE
Target $170.2
(-3.2%)
$91.01
52W Range
$190.61
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 01, 2026
Market cap
$70.43B
P/E
16.29
ROE
15.4%
Profit margin
3.3%
Debt/Equity
0.71
Dividend yield
2.79%
AI Analysis
AI-powered fundamental assessment
Confidence
90%
PSX shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.
Key Strengths
Strong ROE of 15.4%
Key Risks
Low profit margin of 3.3%
AI Fair Value Estimate
Based on comprehensive analysis
$318.3
+81.1% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
52
Moderate
50
60
50
50
50
AI Verdict
PSX shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.
Key drivers: Strong ROE of 15.4%, Low profit margin of 3.3%
Confidence
50%
Value
50/100
Rule-based valuation (P/E + Graham).
Positives
- Insufficient data for clear positives.
Watchpoints
- Trades above Graham Number.
Future
60/100
Rule-based growth outlook.
Positives
- Growth-implied value exceeds price.
Watchpoints
No urgent risks highlighted.
Past
50/100
Historical performance + price trend: Shares moved +156.1% over 5Y and +46.5% over 1Y.
Positives
- ROE sits at 15.4%.
Watchpoints
- Thin profit margins.
Health
50/100
Balance sheet & liquidity (Z-Score: N/A).
Positives
- Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Dividend
50/100
Dividend policy fallback.
Positives
- Moderate dividend profile (Score: 50/100).
- Yield: 2.8%.
Watchpoints
No urgent risks highlighted.
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$175.75
Analyst Target
$170.2
Upside/Downside
-3.2%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for PSX and closest competitors.
Updated 2026-04-01
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
PSX
Phillips 66
Primary
|
+156.1% | +90.0% | +46.5% | +32.8% | +9.7% | -3.1% |
|
MPC
Marathon Petroleum Corporation
Peer
|
+380.6% | +86.2% | +65.0% | +24.4% | +12.9% | -1.8% |
|
VLO
Valero Energy Corporation
Peer
|
+279.5% | +90.0% | +85.0% | +45.1% | +11.8% | +2.5% |
|
EOG
EOG Resources, Inc.
Peer
|
+137.8% | +28.3% | +12.5% | +28.5% | +9.1% | -2.0% |
|
OXY
Occidental Petroleum Corporation
Peer
|
+142.7% | +0.7% | +29.5% | +32.0% | +15.5% | +0.8% |
PSX
Phillips 66
Primary
5Y
+156.1%
3Y
+90.0%
1Y
+46.5%
6M
+32.8%
1M
+9.7%
1W
-3.1%
MPC
Marathon Petroleum Corporation
Peer
5Y
+380.6%
3Y
+86.2%
1Y
+65.0%
6M
+24.4%
1M
+12.9%
1W
-1.8%
VLO
Valero Energy Corporation
Peer
5Y
+279.5%
3Y
+90.0%
1Y
+85.0%
6M
+45.1%
1M
+11.8%
1W
+2.5%
EOG
EOG Resources, Inc.
Peer
5Y
+137.8%
3Y
+28.3%
1Y
+12.5%
6M
+28.5%
1M
+9.1%
1W
-2.0%
OXY
Occidental Petroleum Corporation
Peer
5Y
+142.7%
3Y
+0.7%
1Y
+29.5%
6M
+32.0%
1M
+15.5%
1W
+0.8%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
16.29
Forward P/E
12.17
PEG Ratio
N/A
P/B Ratio
2.42
P/S Ratio
0.53
EV/Revenue
0.71
EV/EBITDA
14.18
Market Cap
$70.43B
Profitability
Profit margins and return metrics
Profit Margin
3.33%
Operating Margin
2.75%
Gross Margin
12.3%
ROE
15.43%
ROA
3.75%
Growth
Revenue and earnings growth rates
Revenue Growth
+1.3%
Earnings Growth
+242728.0%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+36225.0%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.71
Moderate
Current Ratio
1.3
Good
Quick Ratio
0.82
Poor
Cash/Share
$2.79
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$34.1B
Gross Margin
12.2%
Op. Margin
4.8%
Net Margin
8.5%
Total Assets
$73.7B
Liabilities
$43.4B
Equity
$29.1B
Debt/Equity
1.49x
Operating CF
$2.8B
CapEx
$-0.7B
Free Cash Flow
$2.1B
FCF Yield
75%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-29
$N/A
2026-02-04
$2.47
+14.7% surprise
2025-10-29
$2.52
+16.8% surprise
2025-07-25
$2.38
+38.9% surprise
Energy Sector Comparison
Comparing PSX against 107 companies in the Energy sector
(9 bullish, 37 neutral, 61 bearish)
P/E Ratio
16.29
This Stock
vs
31.33
Sector Avg
-48.0%
(Discount)
Return on Equity (ROE)
15.43%
This Stock
vs
3.08%
Sector Avg
+401.0%
(Excellent)
Profit Margin
3.33%
This Stock
vs
5.34%
Sector Avg
-37.7%
(Weaker)
Debt to Equity
0.71
This Stock
vs
1.35
Sector Avg
-47.3%
(Less Debt)
Revenue Growth
1.3%
This Stock
vs
20.6%
Sector Avg
-93.7%
(Slower)
Current Ratio
1.3
This Stock
vs
2.09
Sector Avg
-37.8%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
PSX
Phillips 66
|
NEUTRAL | $70.43B | 16.29 | 15.4% | 3.3% | $175.75 | |
|
MPC
Marathon Petroleum Corporation
|
BEARISH | $69.81B | 17.93 | 24.2% | 3.0% | $236.84 | Compare |
|
VLO
Valero Energy Corporation
|
BEARISH | $71.86B | 31.79 | 8.3% | 2.0% | $240.33 | Compare |
|
EOG
EOG Resources, Inc.
|
NEUTRAL | $75.29B | 15.39 | 16.8% | 22.0% | $140.33 | Compare |
|
OXY
Occidental Petroleum Corporation
|
NEUTRAL | $61.8B | 46.16 | 5.9% | 10.8% | $62.31 | Compare |
PSX
Phillips 66
NEUTRAL
Mkt Cap
$70.4B
P/E
16.3
ROE
15.4%
Price
$175.75
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-17 | MEYERS KEVIN OMAR | Director | Purchase | 175 | $30,310 |
| 2026-03-16 | UNGERLEIDER HOWARD I. | Director | Stock Award | 949 | $164,023 |
| 2026-03-16 | MEYERS KEVIN OMAR | Director | Stock Award | 949 | $164,023 |
| 2026-03-13 | DAVIS LISA ANN | Director | Sale | 3,800 | $662,617 |
| 2026-03-12 | MANDELL BRIAN | Officer | Sale | 42,800 | $7,255,756 |
| 2026-03-12 | MANDELL BRIAN | Officer | Option Exercise | 42,800 | $3,833,596 |
| 2026-03-05 | MITCHELL KEVIN J | Chief Financial Officer | Sale | 21,800 | $3,651,468 |
| 2026-03-05 | MITCHELL KEVIN J | Chief Financial Officer | Option Exercise | 21,800 | $2,067,730 |
| 2026-02-17 | BALDRIDGE DONALD A | Officer | Sale | 7,500 | $1,200,000 |
| 2026-02-10 | BALDRIDGE DONALD A | Officer | Stock Award | 7,139 | $1,118,681 |
| 2026-02-10 | KLUPPEL ANN M. | Officer | Stock Award | 1,991 | $311,990 |
| 2026-02-10 | SUTHERLAND VANESSA ALLEN | General Counsel | Stock Award | 7,478 | $1,171,803 |
| 2026-02-10 | LASHIER MARK E. | Chief Executive Officer | Stock Award | 29,148 | $4,567,492 |
| 2026-02-10 | HARBISON RICHARD G | Officer | Stock Award | 8,171 | $1,280,396 |
| 2026-02-10 | MANDELL BRIAN | Officer | Stock Award | 7,244 | $1,135,135 |
MEYERS KEVIN OMAR
Director
2026-03-17
175 shares
·
$30,310
UNGERLEIDER HOWARD I.
Director
2026-03-16
949 shares
·
$164,023
MEYERS KEVIN OMAR
Director
2026-03-16
949 shares
·
$164,023
DAVIS LISA ANN
Director
2026-03-13
3,800 shares
·
$662,617
MANDELL BRIAN
Officer
2026-03-12
42,800 shares
·
$7,255,756
MANDELL BRIAN
Officer
2026-03-12
42,800 shares
·
$3,833,596
MITCHELL KEVIN J
Chief Financial Officer
2026-03-05
21,800 shares
·
$3,651,468
MITCHELL KEVIN J
Chief Financial Officer
2026-03-05
21,800 shares
·
$2,067,730
BALDRIDGE DONALD A
Officer
2026-02-17
7,500 shares
·
$1,200,000
BALDRIDGE DONALD A
Officer
2026-02-10
7,139 shares
·
$1,118,681
KLUPPEL ANN M.
Officer
2026-02-10
1,991 shares
·
$311,990
SUTHERLAND VANESSA ALLEN
General Counsel
2026-02-10
7,478 shares
·
$1,171,803
LASHIER MARK E.
Chief Executive Officer
2026-02-10
29,148 shares
·
$4,567,492
HARBISON RICHARD G
Officer
2026-02-10
8,171 shares
·
$1,280,396
MANDELL BRIAN
Officer
2026-02-10
7,244 shares
·
$1,135,135
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
20 analysts
Wells Fargo
2026-03-31
Overweight
Overweight
Raymond James
2026-03-25
Outperform
Outperform
Mizuho
2026-03-17
Neutral
Neutral
Goldman Sachs
2026-03-12
Neutral
Neutral
Citigroup
2026-02-09
Neutral
Neutral
Piper Sandler
2026-02-05
Neutral
Neutral
Morgan Stanley
2026-02-05
Equal-Weight
Equal-Weight
Wells Fargo
2026-02-05
Overweight
Overweight
Citigroup
2026-01-14
Neutral
Neutral
JP Morgan
2026-01-13
Overweight
Overweight
Past News Coverage
Recent headlines mentioning PSX from our newsroom.
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