Is Phillips 66 (PSX) Overvalued?
We dive into why Phillips 66 (PSX) could be considered overvalued on 2026-07-15, based on AAII’s Value Score and Grade.Jenna Brashear
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
Jenna Brashear
Rosalio Madrigal
Rosalio Madrigal
Michael Rose
Michael Rose
| Share Statistics | PSX | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $84,869.9 | $2,670.4 | 96% |
|
| Shares Out (Mil) | 403.3 | 109.5 | 86% |
|
| Institutional Ownership | 99.8% | 87.7% | 94% |
|
| Float (Mil) | 400.0 | 100.7 | 83% |
|
| Beta | 0.68 | 0.36 | 39% |
|
| Avg Daily Volume (000s) | 2,359 | 504 | 85% |
|
| Price Change (52-week) |
70.2% | 84.2% | 87% |
|
| Growth | PSX | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 15.6% | 12.7% | 74% |
|
| Net Income (5yr) | 25.5% | 19.4% | 80% |
|
| EPS (5yr) | 26.1% | 19.6% | 76 |
|
| Dividends (5yr) | 5.7% | 0.0% | 97% |
|
| Cash Flow (5yr) | (22.4%) | 1.5% | 29% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | 18 | 18 | 20 | |
| Current EPS | $7.501 | $21.024 | $18.978 | |
| Month Ago EPS | $6.731 | $17.955 | $17.410 | |
| # Rev Up | 1 | 0 | 0 | |
| # Rev Down | 0 | 1 | 1 | |
| Three Months Ago EPS | $5.912 | $15.799 | $15.607 | |
| Year/Year Chg | 1,371% | 94.9% | 73.2% | |
| Financials | PSX | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $134,486 | $1,347 | 99% |
|
| Net Income (TTM) (Mil) | $4,123 | $85 | 96% |
|
| EPS (TTM) | $10.178 | $0.700 | 95% |
|
| Operating Cash Flow (TTM) (Mil) | $2,511 | $409 | 90% |
|
| Net Cash Flow (TTM) (Mil) | $3,661 | $3 | 99% |
|
| Long-Term Debt (Q1) (Mil) | $18,676 | $780 | 95% |
|
| Enterprise Value (Q1) (Mil) | $106,113 | $3,920 | 97% |
|
| Valuation | PSX | Industry Median |
Percentile (All Stocks) |
|
| P/B | 2.98 | 1.83 | 65% |
|
| P/E | 20.9 | 14.9 | 53% |
|
| Dividend Yield | 2.4% | 2.1% | 79% |
|
| PEG (5yr hist) | 0.8 | 0.5 | 37% |
|
| Ratios | PSX | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 12.5% | 45.8% | 12% |
|
| Net Margin | 3.1% | 8.9% | 42% |
|
| ROA | 5.3% | 3.8% | 74% |
|
| ROE | 14.8% | 10.4% | 71% |
|
| Liabilities to Assets | 64.7% | 51.1% | 60% |
|
| F-Score | 5 | 5 | 51% |
|
Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 6.8% |
| +/- S&P 500: | -0.7 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors