PHILLIPS 66 (1PSX.MI) Fundamental Analysis & Valuation

BIT:1PSX • US7185461040

Current stock price

140.78 EUR
+140.78 (+Infinity%)
Last:

This 1PSX.MI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

4

1. 1PSX.MI Profitability Analysis

1.1 Basic Checks

  • 1PSX had positive earnings in the past year.
  • In the past year 1PSX had a positive cash flow from operations.
  • Each year in the past 5 years 1PSX has been profitable.
  • 1PSX had a positive operating cash flow in each of the past 5 years.
1PSX.MI Yearly Net Income VS EBIT VS OCF VS FCF1PSX.MI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B

1.2 Ratios

  • 1PSX has a better Return On Assets (5.96%) than 69.88% of its industry peers.
  • With a decent Return On Equity value of 15.10%, 1PSX is doing good in the industry, outperforming 75.90% of the companies in the same industry.
  • The Return On Invested Capital of 1PSX (5.92%) is comparable to the rest of the industry.
  • 1PSX had an Average Return On Invested Capital over the past 3 years of 6.68%. This is below the industry average of 8.92%.
Industry RankSector Rank
ROA 5.96%
ROE 15.1%
ROIC 5.92%
ROA(3y)6.05%
ROA(5y)6.98%
ROE(3y)15.23%
ROE(5y)17.97%
ROIC(3y)6.68%
ROIC(5y)6.79%
1PSX.MI Yearly ROA, ROE, ROIC1PSX.MI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20 -20 30

1.3 Margins

  • 1PSX has a Profit Margin of 3.32%. This is in the lower half of the industry: 1PSX underperforms 71.08% of its industry peers.
  • 1PSX's Profit Margin has declined in the last couple of years.
  • 1PSX's Operating Margin of 3.27% is on the low side compared to the rest of the industry. 1PSX is outperformed by 80.72% of its industry peers.
  • In the last couple of years the Operating Margin of 1PSX has declined.
  • 1PSX's Gross Margin of 12.30% is on the low side compared to the rest of the industry. 1PSX is outperformed by 80.72% of its industry peers.
  • In the last couple of years the Gross Margin of 1PSX has grown nicely.
Industry RankSector Rank
OM 3.27%
PM (TTM) 3.32%
GM 12.3%
OM growth 3Y-16.61%
OM growth 5YN/A
PM growth 3Y-19.98%
PM growth 5YN/A
GM growth 3Y1.4%
GM growth 5Y4.2%
1PSX.MI Yearly Profit, Operating, Gross Margins1PSX.MI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 -5 10

4

2. 1PSX.MI Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), 1PSX is destroying value.
  • Compared to 1 year ago, 1PSX has less shares outstanding
  • The number of shares outstanding for 1PSX has been reduced compared to 5 years ago.
  • 1PSX has a better debt/assets ratio than last year.
1PSX.MI Yearly Shares Outstanding1PSX.MI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M 500M
1PSX.MI Yearly Total Debt VS Total Assets1PSX.MI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B

2.2 Solvency

  • An Altman-Z score of 3.56 indicates that 1PSX is not in any danger for bankruptcy at the moment.
  • 1PSX has a better Altman-Z score (3.56) than 75.90% of its industry peers.
  • The Debt to FCF ratio of 1PSX is 7.22, which is on the high side as it means it would take 1PSX, 7.22 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 7.22, 1PSX is in line with its industry, outperforming 46.99% of the companies in the same industry.
  • A Debt/Equity ratio of 0.64 indicates that 1PSX is somewhat dependend on debt financing.
  • 1PSX has a Debt to Equity ratio of 0.64. This is in the lower half of the industry: 1PSX underperforms 61.45% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.64
Debt/FCF 7.22
Altman-Z 3.56
ROIC/WACC0.77
WACC7.72%
1PSX.MI Yearly LT Debt VS Equity VS FCF1PSX.MI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10B 20B 30B

2.3 Liquidity

  • A Current Ratio of 1.30 indicates that 1PSX should not have too much problems paying its short term obligations.
  • 1PSX's Current ratio of 1.30 is in line compared to the rest of the industry. 1PSX outperforms 46.99% of its industry peers.
  • A Quick Ratio of 0.91 indicates that 1PSX may have some problems paying its short term obligations.
  • 1PSX has a Quick ratio of 0.91. This is comparable to the rest of the industry: 1PSX outperforms 42.17% of its industry peers.
Industry RankSector Rank
Current Ratio 1.3
Quick Ratio 0.91
1PSX.MI Yearly Current Assets VS Current Liabilites1PSX.MI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B

4

3. 1PSX.MI Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 6.07% over the past year.
  • Measured over the past years, 1PSX shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -29.61% on average per year.
  • Looking at the last year, 1PSX shows a decrease in Revenue. The Revenue has decreased by -7.53% in the last year.
  • The Revenue has been growing by 15.60% on average over the past years. This is quite good.
EPS 1Y (TTM)6.07%
EPS 3Y-29.61%
EPS 5YN/A
EPS Q2Q%1746.67%
Revenue 1Y (TTM)-7.53%
Revenue growth 3Y-8%
Revenue growth 5Y15.6%
Sales Q2Q%7.86%

3.2 Future

  • 1PSX is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 21.84% yearly.
  • The Revenue is expected to decrease by -1.11% on average over the next years.
EPS Next Y74.01%
EPS Next 2Y39.58%
EPS Next 3Y25.11%
EPS Next 5Y21.84%
Revenue Next Year2.91%
Revenue Next 2Y1.9%
Revenue Next 3Y2.79%
Revenue Next 5Y-1.11%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
1PSX.MI Yearly Revenue VS Estimates1PSX.MI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 50B 100B 150B
1PSX.MI Yearly EPS VS Estimates1PSX.MI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 5 10 15

4

4. 1PSX.MI Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 25.14, 1PSX can be considered very expensive at the moment.
  • Based on the Price/Earnings ratio, 1PSX is valued a bit more expensive than the industry average as 62.65% of the companies are valued more cheaply.
  • When comparing the Price/Earnings ratio of 1PSX to the average of the S&P500 Index (25.23), we can say 1PSX is valued inline with the index average.
  • 1PSX is valuated correctly with a Price/Forward Earnings ratio of 14.45.
  • 1PSX's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. 1PSX is cheaper than 69.88% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 23.28. 1PSX is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 25.14
Fwd PE 14.45
1PSX.MI Price Earnings VS Forward Price Earnings1PSX.MI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, 1PSX is valued a bit more expensive than the industry average as 65.06% of the companies are valued more cheaply.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as 1PSX.
Industry RankSector Rank
P/FCF 23.89
EV/EBITDA 11.05
1PSX.MI Per share data1PSX.MI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 50 100 150 200 250

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • 1PSX's earnings are expected to grow with 25.11% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.34
PEG (5Y)N/A
EPS Next 2Y39.58%
EPS Next 3Y25.11%

6

5. 1PSX.MI Dividend Analysis

5.1 Amount

  • 1PSX has a Yearly Dividend Yield of 2.85%.
  • Compared to an average industry Dividend Yield of 3.98, 1PSX has a dividend in line with its industry peers.
  • 1PSX's Dividend Yield is rather good when compared to the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 2.85%

5.2 History

  • The dividend of 1PSX has a limited annual growth rate of 5.77%.
Dividend Growth(5Y)5.77%
Div Incr YearsN/A
Div Non Decr YearsN/A

5.3 Sustainability

  • 1PSX pays out 43.74% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • The dividend of 1PSX is growing, but earnings are growing more, so the dividend growth is sustainable.
DP43.74%
EPS Next 2Y39.58%
EPS Next 3Y25.11%
1PSX.MI Yearly Income VS Free CF VS Dividend1PSX.MI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B
1PSX.MI Dividend Payout.1PSX.MI Dividend Payout, showing the Payout Ratio.1PSX.MI Dividend Payout.PayoutRetained Earnings

1PSX.MI Fundamentals: All Metrics, Ratios and Statistics

PHILLIPS 66

BIT:1PSX (3/9/2026, 7:00:00 PM)

140.78

+140.78 (+Infinity%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-04
Earnings (Next)04-23
Inst Owners78.42%
Inst Owner ChangeN/A
Ins Owners0.17%
Ins Owner ChangeN/A
Market Cap56.42B
Revenue(TTM)132.38B
Net Income(TTM)4.39B
Analysts71.11
Price Target134.19 (-4.68%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 2.85%
Yearly Dividend4.11
Dividend Growth(5Y)5.77%
DP43.74%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)14.08%
Min EPS beat(2)12.99%
Max EPS beat(2)15.17%
EPS beat(4)3
Avg EPS beat(4)11.25%
Min EPS beat(4)-21.28%
Max EPS beat(4)38.11%
EPS beat(8)6
Avg EPS beat(8)13.21%
EPS beat(12)9
Avg EPS beat(12)13.12%
EPS beat(16)12
Avg EPS beat(16)11.86%
Revenue beat(2)2
Avg Revenue beat(2)9.63%
Min Revenue beat(2)7.06%
Max Revenue beat(2)12.2%
Revenue beat(4)3
Avg Revenue beat(4)4.6%
Min Revenue beat(4)-3.84%
Max Revenue beat(4)12.2%
Revenue beat(8)7
Avg Revenue beat(8)4.71%
Revenue beat(12)10
Avg Revenue beat(12)3.53%
Revenue beat(16)13
Avg Revenue beat(16)3.6%
PT rev (1m)-9.72%
PT rev (3m)-9.72%
EPS NQ rev (1m)-30.13%
EPS NQ rev (3m)-30.13%
EPS NY rev (1m)-25.69%
EPS NY rev (3m)-25.69%
Revenue NQ rev (1m)-25.21%
Revenue NQ rev (3m)-25.21%
Revenue NY rev (1m)-4.02%
Revenue NY rev (3m)-4.02%
Valuation
Industry RankSector Rank
PE 25.14
Fwd PE 14.45
P/S 0.49
P/FCF 23.89
P/OCF 13.14
P/B 2.24
P/tB 2.44
EV/EBITDA 11.05
EPS(TTM)5.6
EY3.98%
EPS(NY)9.74
Fwd EY6.92%
FCF(TTM)5.89
FCFY4.19%
OCF(TTM)10.72
OCFY7.61%
SpS285.88
BVpS62.83
TBVpS57.62
PEG (NY)0.34
PEG (5Y)N/A
Graham Number88.97
Profitability
Industry RankSector Rank
ROA 5.96%
ROE 15.1%
ROCE 7.18%
ROIC 5.92%
ROICexc 6.03%
ROICexgc 6.28%
OM 3.27%
PM (TTM) 3.32%
GM 12.3%
FCFM 2.06%
ROA(3y)6.05%
ROA(5y)6.98%
ROE(3y)15.23%
ROE(5y)17.97%
ROIC(3y)6.68%
ROIC(5y)6.79%
ROICexc(3y)6.97%
ROICexc(5y)7.27%
ROICexgc(3y)7.28%
ROICexgc(5y)7.6%
ROCE(3y)8.1%
ROCE(5y)8.24%
ROICexgc growth 3Y-25.47%
ROICexgc growth 5YN/A
ROICexc growth 3Y-25.42%
ROICexc growth 5YN/A
OM growth 3Y-16.61%
OM growth 5YN/A
PM growth 3Y-19.98%
PM growth 5YN/A
GM growth 3Y1.4%
GM growth 5Y4.2%
F-Score7
Asset Turnover1.8
Health
Industry RankSector Rank
Debt/Equity 0.64
Debt/FCF 7.22
Debt/EBITDA 2.46
Cap/Depr 68.69%
Cap/Sales 1.69%
Interest Coverage 4.46
Cash Conversion 65.43%
Profit Quality 62.11%
Current Ratio 1.3
Quick Ratio 0.91
Altman-Z 3.56
F-Score7
WACC7.72%
ROIC/WACC0.77
Cap/Depr(3y)89.89%
Cap/Depr(5y)104.05%
Cap/Sales(3y)1.54%
Cap/Sales(5y)1.52%
Profit Quality(3y)79.54%
Profit Quality(5y)127.04%
High Growth Momentum
Growth
EPS 1Y (TTM)6.07%
EPS 3Y-29.61%
EPS 5YN/A
EPS Q2Q%1746.67%
EPS Next Y74.01%
EPS Next 2Y39.58%
EPS Next 3Y25.11%
EPS Next 5Y21.84%
Revenue 1Y (TTM)-7.53%
Revenue growth 3Y-8%
Revenue growth 5Y15.6%
Sales Q2Q%7.86%
Revenue Next Year2.91%
Revenue Next 2Y1.9%
Revenue Next 3Y2.79%
Revenue Next 5Y-1.11%
EBIT growth 1Y116.33%
EBIT growth 3Y-23.28%
EBIT growth 5YN/A
EBIT Next Year105.37%
EBIT Next 3Y29.36%
EBIT Next 5Y19.15%
FCF growth 1Y17.02%
FCF growth 3Y-31.84%
FCF growth 5YN/A
OCF growth 1Y18.4%
OCF growth 3Y-22.87%
OCF growth 5Y18.64%

PHILLIPS 66 / 1PSX.MI Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for PHILLIPS 66?

ChartMill assigns a fundamental rating of 4 / 10 to 1PSX.MI.


What is the valuation status for 1PSX stock?

ChartMill assigns a valuation rating of 4 / 10 to PHILLIPS 66 (1PSX.MI). This can be considered as Fairly Valued.


How profitable is PHILLIPS 66 (1PSX.MI) stock?

PHILLIPS 66 (1PSX.MI) has a profitability rating of 4 / 10.


What is the valuation of PHILLIPS 66 based on its PE and PB ratios?

The Price/Earnings (PE) ratio for PHILLIPS 66 (1PSX.MI) is 25.14 and the Price/Book (PB) ratio is 2.24.


How financially healthy is PHILLIPS 66?

The financial health rating of PHILLIPS 66 (1PSX.MI) is 4 / 10.