Phillips 66 🇺🇸
PSX • Healthcare • USA
📊 Proprietary 12-Point Fundamental Audit
| Audit Dimension | Benchmark Criterion | PSX Actual | Evaluation |
|---|---|---|---|
| 1. Economic Moat Strength | Software lock-in / high switching barrier / patent moat | Moat Score 83.0/100 | ✅ WIDE MOAT |
| 2. Pricing Power & Margins | Gross Margin > 40% sustainable | 13.1% Gross Margin | ⚠️ MODERATE |
| 3. Revenue Acceleration | YoY Top-Line Growth > 15% | +53.1% YoY | ✅ PASSED |
| 4. Peter Lynch PEG Ratio | PEG < 1.2x (Growth at a Reasonable Price) | 0.18x PEG Ratio | ✅ PASSED |
| 5. Fortress Balance Sheet | Debt / EBITDA < 2.5x | 2.1x Net Leverage | ⚠️ WATCH |
| 6. Free Cash Flow Generation | Positive and compounding FCF | $4.5B Free Cash Flow | ✅ PASSED |
| 7. Multiple vs Sector Median | Forward P/E reasonable vs earnings growth | Forward P/E: 9.7x | ✅ ATTRACTIVE MULTIPLE |
| 8. Management & Insider Ownership | Insider Ownership > 3% | 0.2% Insider Equity | ℹ️ INSTITUTIONAL |
| 9. Superinvestor Whale Backing | Held by Top 25 13F Wall St Whales | Institutional Superinvestor Interest | ℹ️ SCREENED |
| 10. Secular Industry Tailwinds | Exposure to multi-year compound themes | Healthcare sector expansion | ✅ PASSED |
| 11. Trailing P/E Multiple | Historical earnings multiple sanity | Trailing P/E: 13.9x | ✅ PASSED |
| 12. Overall Moat Conviction | Composite algorithmic evaluation | Overall Score: 83.0/100 | ✅ HIGH CONVICTION |
📝 MoatPicks Investment Thesis
Competitive Moat Breakdown: High-quality compounder passing 9/9 fundamental checks. Strong balance sheet with Forward PER compression (9.7x vs 13.9x) and robust Free Cash Flow generation.
Valuation Verdict: Trading at a Forward P/E of 9.7x and PEG ratio of 0.18x, Phillips 66 satisfies core fundamental screens for quality and durability.
📊 Frequently Asked Questions & Related Moat Stocks
1. What is Phillips 66 (PSX)'s Economic Moat Score in 2026?
In 2026, Phillips 66 (PSX) holds a proprietary MoatPicks Economic Moat Score™ of 83.0/100 (Wide Economic Moat). This 12-point fundamental audit evaluates PSX's 13.1% gross margin, $4.5B free cash flow generation, +53.1% YoY revenue growth, and 2.1x Debt/EBITDA ratio. You can benchmark any stock's competitive durability interactively with our Economic Moat Score™ Checker.
2. Is PSX stock undervalued right now based on P/E and PEG ratio?
Yes — PSX currently screens as undervalued on a growth-adjusted basis with a Peter Lynch PEG ratio of 0.18x (below the 1.2x GARP threshold) and a Forward P/E of 9.7x. At a share price of $244.01, investors can stress-test PSX's fair value using the MoatPicks Economic Moat Score™ Checker and FIRE compounding calculators. Model how compounding PSX fits your long-term retirement target in our FIRE Financial Independence Calculator.
3. Which superinvestors and 13F hedge funds own PSX stock?
Phillips 66 (PSX) is actively monitored across our 25 tracked 13F superinvestor portfolios and institutional quality screens. Institutional capital focuses on PSX's 13.1% gross margin, $4.5B free cash flow, and 2.1x Debt/EBITDA balance sheet.