Phillips 66 Stock Performance
| PSX Stock | USD 129.12 0.12 0.09% |
On a scale of 0 to 100, Phillips holds a performance score of 12. The company holds a Beta of -0.11, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Phillips are expected to decrease at a much lower rate. During the bear market, Phillips is likely to outperform the market. Please check Phillips' treynor ratio, as well as the relationship between the expected short fall and day median price , to make a quick decision on whether Phillips' historical price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Phillips 66 are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unsteady basic indicators, Phillips showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Phillips dividend paid on 24th of February 2025 | 02/24/2025 |
| Phillips dividend paid on 5th of March 2025 | 03/05/2025 |
| Begin Period Cash Flow | 3.3 B |
Phillips |
Phillips Relative Risk vs. Return Landscape
If you would invest 10,938 in Phillips 66 on December 20, 2024 and sell it today you would earn a total of 1,962 from holding Phillips 66 or generate 17.94% return on investment over 90 days. Phillips 66 is generating 0.2911% of daily returns assuming volatility of 1.7928% on return distribution over 90 days investment horizon. In other words, 16% of stocks are less volatile than Phillips, and above 95% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Phillips Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Phillips' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Phillips 66, and traders can use it to determine the average amount a Phillips' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1624
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Estimated Market Risk
| 1.79 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Phillips is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Phillips by adding it to a well-diversified portfolio.
Phillips Fundamentals Growth
Phillips Stock prices reflect investors' perceptions of the future prospects and financial health of Phillips, and Phillips fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Phillips Stock performance.
| Return On Equity | 0.0724 | ||||
| Return On Asset | 0.0173 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 0.01 % | ||||
| Current Valuation | 70.99 B | ||||
| Shares Outstanding | 407.7 M | ||||
| Price To Earning | 4.99 X | ||||
| Price To Book | 1.92 X | ||||
| Price To Sales | 0.37 X | ||||
| Revenue | 19.65 B | ||||
| EBITDA | 5.99 B | ||||
| Cash And Equivalents | 6.13 B | ||||
| Cash Per Share | 7.92 X | ||||
| Total Debt | 20.06 B | ||||
| Debt To Equity | 0.57 % | ||||
| Book Value Per Share | 67.11 X | ||||
| Cash Flow From Operations | 4.19 B | ||||
| Earnings Per Share | 5.00 X | ||||
| Total Asset | 72.58 B | ||||
| Retained Earnings | 30.77 B | ||||
| Current Asset | 12.26 B | ||||
| Current Liabilities | 7.53 B | ||||
About Phillips Performance
Evaluating Phillips' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Phillips has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Phillips has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Phillips 66 operates as an energy manufacturing and logistics company. The company was founded in 1875 and is headquartered in Houston, Texas. Phillips operates under Oil Gas Refining Marketing classification in the United States and is traded on New York Stock Exchange. It employs 14000 people.Things to note about Phillips 66 performance evaluation
Checking the ongoing alerts about Phillips for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Phillips 66 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 77.0% of the company shares are owned by institutional investors | |
| On 5th of March 2025 Phillips paid $ 1.15 per share dividend to its current shareholders |
- Analyzing Phillips' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Phillips' stock is overvalued or undervalued compared to its peers.
- Examining Phillips' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Phillips' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Phillips' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Phillips' stock. These opinions can provide insight into Phillips' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Phillips Stock Analysis
When running Phillips' price analysis, check to measure Phillips' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Phillips is operating at the current time. Most of Phillips' value examination focuses on studying past and present price action to predict the probability of Phillips' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Phillips' price. Additionally, you may evaluate how the addition of Phillips to your portfolios can decrease your overall portfolio volatility.