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Phillips 66
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Weak signals across every dimension
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1 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
4/4
Debt & liquidity
2/3
Efficiency
1/2
Refining the narrative to address the placeholder and verb-sign issues:
Phillips 66 trades at a significant discount to the energy sector despite solid profitability. ROE stands at 15.6%, well above the sector median 12.4%, and the F-Score of 7/9 reflects stable balance-sheet management. Yet the valuation discount reflects real constraints: revenue contracted -7.5% against a sector median of -1.9%, a gap that has widened. EV/EBITDA sits at 22.6×, above the sector median of 6.0× by +277% — the stock is not cheap on cash-flow multiples. The current ratio 1.30 trails the median 1.26, signaling tighter liquidity. The company beat consensus earnings in the last report by 22.5%, yet the composite score of 49/100 sits well below the sector median, reflecting a mismatch between near-term earnings strength and the underlying fundamentals of slower growth and weaker balance-sheet flexibility.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| COP | ConocoPhillips | 5/9 | 12% |
The market prices in earnings growth; analyst sentiment is strengthening; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Phillips 66 reports on October 27, 2026, track revenue growth year over year — currently running at 3.9× below the sector median of -1.93% — alongside EPS, where the company sits 722% above that same median. A narrowing or widening of those gaps will tell you whether the profitability picture is holding.
Pull the most recent annual report on SEC EDGAR and focus on the Leverage and Liquidity section — PSX scored 2/3 there, meaning one signal missed. Management's discussion should clarify whether that gap reflects a structural choice or a deteriorating trend worth monitoring.
From the same-sector table in section 06, pick two or three companies yourself and line up their EV/EBITDA against PSX's 3.8× and their ROE against PSX's 26%. The table is alphabetical with no ranking, so the comparison is yours to draw — no single name in that list is presented as a reference point.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: 1.542.544.353.76
Over 4 years: +52%-13%-3%-8%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 7 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +8% |
| — |
| CVX | Chevron | 6/9 | 7% | -7% | — |
| DVN | Devon Energy | 6/9 | 18% | +8% | — |
| EOG | EOG Resources | 4/9 | 17% | -4% | 28% |
| FANG | Diamondback Energy | 4/9 | 4% | +36% | 8% |
| HAL | Halliburton | 4/9 | 12% | -3% | 10% |
| KMI | Kinder Morgan | 7/9 | 10% | +12% | 28% |
| MPC | Marathon Petroleum | 7/9 | 23% | -4% | 6% |
| OXY | Occidental Petroleum | 4/9 | 7% | -2% | — |
| PSX | Phillips 66 | 7/9 | 16% | -8% | — |
| SLB | Schlumberger | 4/9 | 14% | -2% | — |
| VLO | Valero Energy | 6/9 | 10% | -6% | 3% |
| WMB | Williams Companies | 7/9 | 21% | +14% | 35% |
A sample of 13 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.