WallStSmart

Phillips 66 (PSX)vsSunoco LP (SUN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Phillips 66 generates 434% more annual revenue ($134.49B vs $25.20B). PSX leads profitability with a 3.1% profit margin vs 2.1%. PSX appears more attractively valued with a PEG of 1.06. PSX earns a higher WallStSmart Score of 54/100 (C-).

PSX

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 5.0Value: 7.3Quality: 6.5
Piotroski: 5/9Altman Z: 3.20

SUN

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 4.5Value: 6.0Quality: 6.0
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PSXUndervalued (+26.2%)

Margin of Safety

+26.2%

Fair Value

$218.92

Current Price

$176.19

$42.73 discount

UndervaluedFair: $218.92Overvalued
SUNUndervalued (+56.4%)

Margin of Safety

+56.4%

Fair Value

$137.04

Current Price

$68.35

$68.69 discount

UndervaluedFair: $137.04Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PSX4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
3.2010/10

Safe zone — low bankruptcy risk

Market CapQuality
$71.55B9/10

Large-cap with strong market position

P/E RatioValuation
17.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

SUN2 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
63.2%10/10

Revenue surging 63.2% year-over-year

Areas to Watch

PSX4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Operating MarginProfitability
0.6%3/10

Operating margin of 0.6%

EPS GrowthGrowth
-56.8%2/10

Earnings declined 56.8%

Free Cash FlowQuality
$-2.85B2/10

Negative free cash flow — burning cash

SUN4 concerns · Avg: 3.3/10
P/E RatioValuation
30.0x4/10

Moderate valuation

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : PSX

The strongest argument for PSX centers on Altman Z-Score, Market Cap, P/E Ratio. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bull Case : SUN

The strongest argument for SUN centers on Price/Book, Revenue Growth. Revenue growth of 63.2% demonstrates continued momentum.

Bear Case : PSX

The primary concerns for PSX are Profit Margin, Operating Margin, EPS Growth. Thin 3.1% margins leave little buffer for downturns.

Bear Case : SUN

The primary concerns for SUN are P/E Ratio, Profit Margin, Operating Margin. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

PSX profiles as a value stock while SUN is a hypergrowth play — different risk/reward profiles.

PSX carries more volatility with a beta of 0.69 — expect wider price swings.

SUN is growing revenue faster at 63.2% — sustainability is the question.

SUN generates stronger free cash flow (246M), providing more financial flexibility.

Bottom Line

PSX scores higher overall (54/100 vs 52/100). SUN offers better value entry with a 56.4% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Phillips 66

ENERGY · OIL & GAS REFINING & MARKETING · USA

The Phillips 66 Company is an American multinational energy company headquartered in Westchase, Houston, Texas.

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Sunoco LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Sunoco LP, distributes and sells motor fuels in the United States. The company is headquartered in Dallas, Texas.

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