Energy · NYSE/NASDAQ: PSX

Phillips 66

Oil & Gas Refining & Marketing
Market Cap $69.47B
Verdict: Average

Quality Scores

Multi-Bagger
58/100
Compounder Quality
74/100
Management Credibility
84/100
Governance
92/100
Cash Flow Quality
85/100

AI Summary

Phillips 66 (PSX) operates as a diversified energy manufacturing and logistics company with segments in refining, chemicals, midstream, and marketing. Over the last decade, the company has navigated extreme cyclicality, evidenced by a dramatic net income swing from a $539M loss in 2020 to a $11.02B peak in 2022. Asset growth from $51.65B in 2016 to over $73B in 2025 reflects significant consolidation, including the acquisition of DCP Midstream. While revenue shows a massive jump post-2021 due to accounting changes and energy price spikes, the core business remains capital-intensive and…

Top Opportunities

  • Robust Cash Flow from Operations (CFO)
  • High ROE in peak cycle years (>30%)
  • Strategic integration of Midstream assets

Top Risks

  • Extreme sensitivity to crude oil price volatility
  • Cyclical nature of the refining industry
  • Regulatory pressure on carbon emissions

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