Phillips 66 Stock Performance
| PSX Stock | USD 157.05 2.34 1.51% |
On a scale of 0 to 100, Phillips holds a performance score of 15. The company holds a Beta of 0.56, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Phillips' returns are expected to increase less than the market. However, during the bear market, the loss of holding Phillips is expected to be smaller as well. 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
15 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Phillips 66 are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of fairly conflicting basic indicators, Phillips showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 2.19 | Five Day Return (0.34) | Year To Date Return 17.73 | Ten Year Return 92.85 | All Time Return 365 |
Forward Dividend Yield 0.0297 | Payout Ratio 0.2722 | Forward Dividend Rate 4.6 | Dividend Date 2024-06-03 | Ex Dividend Date 2024-05-17 |
| Phillips dividend paid on 1st of March 2024 | 03/01/2024 |
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| Begin Period Cash Flow | 6.1 B |
Phillips |
Phillips Relative Risk vs. Return Landscape
If you would invest 13,271 in Phillips 66 on January 24, 2024 and sell it today you would earn a total of 2,434 from holding Phillips 66 or generate 18.34% return on investment over 90 days. Phillips 66 is generating 0.2822% of daily returns assuming volatility of 1.4467% on return distribution over 90 days investment horizon. In other words, 12% 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 = 0.1951
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Estimated Market Risk
| 1.45 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Phillips is performing at about 15% 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 | 0.22 | ||||
| Return On Asset | 0.066 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 84.44 B | ||||
| Shares Outstanding | 424.78 M | ||||
| Price To Earning | 4.99 X | ||||
| Price To Book | 2.26 X | ||||
| Price To Sales | 0.47 X | ||||
| Revenue | 147.4 B | ||||
| Gross Profit | 20.06 B | ||||
| EBITDA | 9.93 B | ||||
| Net Income | 7.01 B | ||||
| Cash And Equivalents | 6.13 B | ||||
| Cash Per Share | 7.92 X | ||||
| Total Debt | 19.36 B | ||||
| Debt To Equity | 0.57 % | ||||
| Current Ratio | 1.30 X | ||||
| Book Value Per Share | 71.05 X | ||||
| Cash Flow From Operations | 7.03 B | ||||
| Earnings Per Share | 15.49 X | ||||
| Market Capitalization | 65.72 B | ||||
| Total Asset | 75.5 B | ||||
| Retained Earnings | 30.55 B | ||||
| Working Capital | 4.08 B | ||||
| Current Asset | 12.26 B | ||||
| Current Liabilities | 7.53 B | ||||
About Phillips Performance
To evaluate Phillips 66 Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Phillips generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Phillips Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Phillips 66 market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Phillips's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 10.05 | 10.14 | |
| Return On Tangible Assets | 0.1 | 0.06 | |
| Return On Capital Employed | 0.13 | 0.07 | |
| Return On Assets | 0.09 | 0.05 | |
| Return On Equity | 0.22 | 0.11 |
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.| Phillips 66 has a strong financial position based on the latest SEC filings | |
| Over 79.0% of the company shares are owned by institutional investors | |
| On 1st of March 2024 Phillips paid $ 1.05 per share dividend to its current shareholders | |
| Latest headline from aol.com: UH advances in Big West tournament with win over UC Santa Barbara |
- 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.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Phillips 66. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Complementary 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.
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Is Phillips' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Phillips. If investors know Phillips will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Phillips listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.28) | Dividend Share 4.2 | Earnings Share 15.49 | Revenue Per Share 327.454 | Quarterly Revenue Growth (0.05) |
The market value of Phillips 66 is measured differently than its book value, which is the value of Phillips that is recorded on the company's balance sheet. Investors also form their own opinion of Phillips' value that differs from its market value or its book value, called intrinsic value, which is Phillips' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Phillips' market value can be influenced by many factors that don't directly affect Phillips' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Phillips' value and its price as these two are different measures arrived at by different means. Investors typically determine if Phillips is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Phillips' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.