Phillips 66 Earns 65% Rating in Shareholder Yield Strategy

Phillips 66 (PSX) scores 65% in the Shareholder Yield Investor model, indicating average fundamentals. Yet, the negative assessment on quality and shareholder yield could impact its stock performance.

Date: 08-03-2025

AI Rating: 5

Overview
Phillips 66 (PSX) has received a 65% rating in the Shareholder Yield Investor model. This score reflects the company's fundamentals and valuation, which are considered average by the standards of this investment strategy. The report highlights that a score above 80% usually indicates some investor interest, while above 90% suggests strong interest. Although PSX has some favorable elements, there are concerning facets as well.

Key Metrics
The analysis indicates several areas where PSX meets or fails criteria from the Shareholder Yield strategy. Notably, the stock passes the following tests:
- **Universe:** Pass
- **Net Payout Yield:** Pass
- **Valuation:** Pass
- **Relative Strength:** Pass

However, it fails in two critical areas:
- **Quality and Debt:** Fail
- **Shareholder Yield:** Fail

The failure in 'Quality and Debt' suggests that the company may have issues with debt management or overall quality metrics that could raise concerns among investors. The failure in 'Shareholder Yield', which examines how well a company rewards its shareholders through dividends and stock buybacks, could negatively influence investor sentiment.

Impact on Stock Performance

Stocks: PSX