Phillips 66 (PSX) is a oil & gas refining & marketing company in the Energy sector. Listed on the NASDAQ, Phillips 66 is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $181.72.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $181.72 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 23.25% |
| Risk / Std Dev (Annualized) | 33.24% |
| Sharpe Ratio (rf=4.5%) | 0.56 |
S&P 500 Context
- Sector: Energy
- Sub-Industry: Oil & Gas Refining & Marketing
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 23.25% with an annualized volatility of 33.24%. The Sharpe ratio of 0.56 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 72.86B |
| Enterprise Value | 95.98B |
| Trailing P/E | 17.96 |
| Forward P/E | 10.66 |
| Price to Book | 2.55 |
| Price to Sales | 0.54 |
| EV/Revenue | 0.71 |
| EV/EBITDA | 13.63 |
| Profitability | | | Profit Margin | 3.07% | | Operating Margin | 0.64% | | ROE | 14.55% | | ROA | 3.8% |
| Growth | | | Revenue Growth | 6.9% | | Earnings Growth | -56.8% |
| Dividend | | | Dividend Yield | 280.0% | | Payout Ratio | 48.12% | | 5Y Avg Yield | 376.0% |
| Financial Health | | | Total Revenue | 134.49B | | Total Debt | 27.12B | | Total Cash | 5.15B | | Free Cash Flow | -1.13B | | Operating Cash Flow | 2.51B |
| Price & Technical | | | 52W High | $190.61$ | | 52W Low | $118.0$ | | 50-Day Avg | $172.56$ | | 200-Day Avg | $150.08$ | | Beta | 0.67 | | Shares Outstanding | 0.4B | | Float Shares | 0.4B | | Insider Holdings | 0.23% | | Institutional Holdings | 80.93% | | Short Ratio | 3.05 | | Short % of Float | 2.24% |
| Analyst Targets | | | Target High | $215.0$ | | Target Low | $138.0$ | | Target Mean | $190.84$ | | Target Median | $195.0$ | | # of Analysts | 19 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.