Phillips 66 vs Valero Energy
PSX and VLO side by side, both in petroleum refining. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How PSX and VLO compare
Phillips 66 and Valero Energy are about the same size, with market caps of $103B and $106B.
On earnings, Phillips 66 is cheaper: it trades at 8.5× trailing earnings, against 8.5× for Valero Energy.
Phillips 66 grew revenue faster over the last twelve months (27.5% versus 24.6% for Valero Energy).
Valero Energy keeps more of each dollar of sales as profit, with a net margin of 8.4% compared with 7.5% at Phillips 66.
Both pay dividends: Phillips 66 yields 1.9% and Valero Energy 1.2%.
Valero Energy scores higher on the StockData Score (21 against 17 for Phillips 66), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | PSX | VLO |
|---|---|---|
| Size and price | ||
| Market cap | $103B | $106B |
| Share price | $264.90 | $379.83 |
| Change, 1 year | 91.9% | 114% |
| Change, 5 years | 280% | 450% |
| Beta (5Y) | 0.62 | 0.60 |
| Employees | 13K | 9,811 |
| StockData Score | ||
| Total score | 17 | 21 (better) |
| Valuation score | 4 | 5 (better) |
| Growth score | 2 | 2 |
| Performance score | 4 | 5 (better) |
| Health score | 4 | 6 (better) |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 8.5× (better) | 8.5× |
| P/S | 0.6× (better) | 0.7× |
| P/B | 3.0× (better) | 3.8× |
| EV/EBITDA | – | 5.7× |
| Fair value | $370.58 | $494.88 |
| Margin of safety | 28.5% (better) | 23.2% |
| Growth | ||
| Revenue growth (TTM) | 27.5% (better) | 24.6% |
| Revenue growth, 5Y average | 15.6% (better) | 13.6% |
| Net income growth (TTM) | 736% | 766% (better) |
| EPS growth (TTM) | 754% | 827% (better) |
| Profitability | ||
| Gross margin | 15.1% (better) | 12.3% |
| Operating margin | – | 11.5% |
| Net margin | 7.5% | 8.4% (better) |
| Return on equity | 41.1% | 50.1% (better) |
| Return on invested capital | – | 46.6% |
| Financial health | ||
| Debt / equity | 0.54 | 0.39 (better) |
| Net debt / EBITDA | – | 0.06 |
| Interest coverage | – | 30.9× |
| Current ratio | 1.34 | 1.72 (better) |
| Altman Z-score | 3.96 | 6.29 (better) |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 1.9% (better) | 1.2% |
| Payout ratio | 15.9% | 10.8% |
| Years of dividend growth | 14 (better) | 3 |
| Dividend growth, 5Y average | 5.7% (better) | 2.9% |
| Buyback yield | 2.9% | 6.9% (better) |
| Shareholder yield | 4.8% | 8.1% (better) |
| Ownership | ||
| Held by institutions | 81.6% | 88.2% |
| Held by insiders | 0.23% | 0.42% |
| Insider net buying, 12 months | −$55.6M | −$7.7M (better) |
| Superinvestors holding | 4 (better) | 1 |
| Short interest, % of float | 1.9% | 2.5% |
Go deeper
- PSX stock overview
- PSX income statement
- PSX valuation and score
- VLO stock overview
- VLO income statement
- VLO valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.