PSXNEUTRAL

PSX Return on Equity (ROE) Analysis

23.5%

Updated 153h ago·SEC filings & market data

Key Takeaway

Return on Equity (ROE) measures how much profit a company generates for each dollar of shareholder equity.

Sector Performance

74th percentile

PSX

23.5%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

14.5%(Jul 2026)

↑ Improving

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Deep Analysis

Return on Equity (ROE) measures how much profit a company generates for each dollar of shareholder equity.

PSX's current ROE of 23.5% means it earns $0.235 of profit per dollar of equity, a level that outpaces the sector median of 13.4% and places the company at the 74th percentile among its peers. The trend data for this metric is N/A, with both the year-over-year change and quarter-over-quarter change not available, so there is no basis to assess whether ROE is improving or deteriorating. The combination of a high current ROE with no trend information suggests profitability is presently strong, but the absence of direction limits how much that alone should drive an investment case. This metric supports the overall NEUTRAL verdict: the strong ROE argues for positive attention, yet the lack of trend data prevents upgrading the view beyond neutral.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about PSX?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are PSX's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.