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EXE vs. PSX: Expand Energy vs. Phillips 66 Stock Comparison

How do Expand Energy (EXE) and Phillips 66 (PSX) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Expand Energy (EXE) and Phillips 66 (PSX) both belong to the Oil, Gas & Consumable Fuels industry, though EXE is classified under Oil & Gas Exploration & Production while PSX falls under Oil & Gas Refining & Marketing.

Company profile comparison for Expand Energy (EXE) and Phillips 66 (PSX)
Profile ItemEXEPSX
NameExpand Energy CorpPhillips 66
Country/RegionUnited StatesUnited States
GICS SectorEnergyEnergy
GICS Industry GroupEnergyEnergy
GICS IndustryOil, Gas & Consumable FuelsOil, Gas & Consumable Fuels
GICS Sub-IndustryOil & Gas Exploration & ProductionOil & Gas Refining & Marketing
Market Capitalization19.54 billion USD95.85 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateFebruary 10, 2021April 12, 2012
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EXE
PSX
GSPC
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Expand Energy (EXE) vs. Phillips 66 (PSX), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Expand Energy (EXE) and Phillips 66 (PSX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Expand Energy (EXE) and Phillips 66 (PSX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Expand Energy (EXE) and Phillips 66 (PSX)
MetricEXEPSX
Total Return (1Y)-22.30%88.91%
Total Return (3Y, Annualized)4.93%36.18%
Total Return (5Y, Annualized)9.88%30.83%

Risk Profile

Drawdown History

EXE
PSX
GSPC
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Expand Energy (EXE) vs. Phillips 66 (PSX), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Expand Energy (EXE) and Phillips 66 (PSX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Expand Energy (EXE) and Phillips 66 (PSX)
MetricEXEPSX
Volatility (1Y, Annualized)29.72%33.42%
Beta (5Y)0.400.72
Max Drawdown (5Y)-30.37%-44.37%
Avg. Volume (3M)3.10M2.92M

Risk-Adjusted Performance

Risk-Return Positioning

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EXE and PSX are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Expand Energy (EXE) and Phillips 66 (PSX)
MetricEXEPSX
Sharpe Ratio (1Y)-0.892.53
Sortino Ratio (1Y)-1.273.93

Profitability

ROE (TTM)

Phillips 66 (PSX) at 39.84% sits in the top ROE quartile, while Expand Energy (EXE) at 14.62% is closer to the peer norm — stronger capital efficiency for PSX.

EXE

Energy industry group

14.62%

Max
53.85%
Q3
24.79%
EXE
14.62%
Median
12.85%
Q1
2.03%
Min
-29.09%

PSX

Energy industry group

39.84%

Max
53.85%
PSX
39.84%
Q3
24.79%
Median
12.85%
Q1
2.03%
Min
-29.09%
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their ROE against the Energy industry group benchmark.

Net Margin (TTM)

Both Expand Energy (EXE) at 21.26% and Phillips 66 (PSX) at 7.48% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

EXE

Energy industry group

21.26%

Max
56.92%
Q3
22.92%
EXE
21.26%
Median
10.10%
Q1
0.07%
Min
-27.38%

PSX

Energy industry group

7.48%

Max
56.92%
Q3
22.92%
Median
10.10%
PSX
7.48%
Q1
0.07%
Min
-27.38%
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their net margin against the Energy industry group benchmark.

Operating Margin (TTM)

Both Expand Energy (EXE) at 23.18% and Phillips 66 (PSX) at 13.17% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

EXE

Energy industry group

23.18%

Max
71.31%
Q3
33.75%
EXE
23.18%
Median
18.73%
Q1
6.94%
Min
-24.52%

PSX

Energy industry group

13.17%

Max
71.31%
Q3
33.75%
Median
18.73%
PSX
13.17%
Q1
6.94%
Min
-24.52%
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their operating margin against the Energy industry group benchmark.

Profitability Metrics

Profitability metrics for Expand Energy (EXE) and Phillips 66 (PSX)
MetricEXEPSX
ROE (TTM)14.62%39.84%
ROA (TTM)8.17%10.64%
Net Margin (TTM)21.26%7.48%
Operating Margin (TTM)23.18%13.17%
Gross Margin (TTM)45.86%15.08%

Growth

Revenue Growth

Expand Energy (EXE) at 188.77% delivers above-range revenue growth, while Phillips 66 (PSX) at -7.53% falls into the bottom quartile — a wide split in revenue momentum.

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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Phillips 66 (PSX) reports EPS growth of 116.23%, ranked against its industry; Expand Energy (EXE) has no EPS growth figure this period.

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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Expand Energy (EXE) and Phillips 66 (PSX)
MetricEXEPSX
Revenue Growth (YoY)188.77%-7.53%
Revenue Growth (3Y CAGR)2.13%-8.00%
EPS Growth (YoY)--116.23%
EPS Growth (3Y CAGR)-39.01%-22.60%

Financial Strength

Current Ratio (MRQ)

Both Expand Energy (EXE) at 0.90 and Phillips 66 (PSX) at 1.34 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

EXE

Energy industry group

0.90

Max
3.64
Q3
2.21
Median
1.41
EXE
0.90
Q1
0.88
Min
0.24

PSX

Energy industry group

1.34

Max
3.64
Q3
2.21
Median
1.41
PSX
1.34
Q1
0.88
Min
0.24
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their current ratio against the Energy industry group benchmark.

Debt / Equity (MRQ)

Expand Energy (EXE) at 0.24 keeps leverage in the lower industry quartile, while Phillips 66 (PSX) at 0.52 runs a more typical debt-to-equity mix.

EXE

Energy industry group

0.24

Max
1.75
Q3
0.93
Median
0.54
Q1
0.30
EXE
0.24
Min
0.00

PSX

Energy industry group

0.52

Max
1.75
Q3
0.93
Median
0.54
PSX
0.52
Q1
0.30
Min
0.00
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their debt-to-equity ratio against the Energy industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Expand Energy (EXE) and Phillips 66 (PSX)
MetricEXEPSX
Current Ratio (MRQ)0.901.34
Debt / Equity (MRQ)0.240.52
Net Debt / EBITDA0.680.82

Dividends

Dividend Yield (TTM)

Both Expand Energy (EXE) at 2.70% and Phillips 66 (PSX) at 2.03% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

EXE

Energy industry group

2.70%

Max
8.57%
Q3
3.58%
EXE
2.70%
Median
1.71%
Q1
0.00%
Min
0.00%

PSX

Energy industry group

2.03%

Max
8.57%
Q3
3.58%
PSX
2.03%
Median
1.71%
Q1
0.00%
Min
0.00%
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their dividend yield against the Energy industry group benchmark.

Dividend Payout Ratio (TTM)

Both Expand Energy (EXE) at 19.84% and Phillips 66 (PSX) at 16.07% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

EXE

Energy industry group

19.84%

Max
133.24%
Q3
53.31%
Median
25.24%
EXE
19.84%
Q1
0.00%
Min
0.00%

PSX

Energy industry group

16.07%

Max
133.24%
Q3
53.31%
Median
25.24%
PSX
16.07%
Q1
0.00%
Min
0.00%
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their payout ratio against the Energy industry group benchmark.

Dividend Metrics

Dividend metrics for Expand Energy (EXE) and Phillips 66 (PSX)
MetricEXEPSX
Dividend Yield (TTM)2.70%2.03%
Dividend Payout Ratio (TTM)19.84%16.07%

Valuation

P/E Ratio (TTM)

Expand Energy (EXE) at 7.30 sits in the cheaper P/E ratio quartile, while Phillips 66 (PSX) at 7.88 is closer to its industry’s usual earnings multiple — a discount for EXE, though growth and earnings durability still matter.

EXE

Energy industry group

7.30

Max
39.54
Q3
21.72
Median
12.19
Q1
7.71
EXE
7.30
Min
2.99

PSX

Energy industry group

7.88

Max
39.54
Q3
21.72
Median
12.19
PSX
7.88
Q1
7.71
Min
2.99
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their P/E ratio against the Energy industry group benchmark.

P/S Ratio (TTM)

Phillips 66 (PSX) at 0.57 sits in the cheaper P/S ratio quartile while Expand Energy (EXE) at 1.51 prices around its industry’s middle — PSX costs less per dollar of sales, though read it alongside growth and margins.

EXE

Energy industry group

1.51

Max
5.40
Q3
2.85
Median
1.69
EXE
1.51
Q1
0.88
Min
0.00

PSX

Energy industry group

0.57

Max
5.40
Q3
2.85
Median
1.69
Q1
0.88
PSX
0.57
Min
0.00
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their P/S ratio against the Energy industry group benchmark.

P/B Ratio (MRQ)

Expand Energy (EXE) at 1.00 looks cheap against book in the lower P/B ratio quartile, while Phillips 66 (PSX) at 2.79 carries a premium in the upper quartile — a clear price-to-book gap.

EXE

Energy industry group

1.00

Max
4.21
Q3
2.38
Median
1.51
Q1
1.08
EXE
1.00
Min
0.01

PSX

Energy industry group

2.79

Max
4.21
PSX
2.79
Q3
2.38
Median
1.51
Q1
1.08
Min
0.01
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Expand Energy (EXE) vs. Phillips 66 (PSX): A comparison of their P/B ratio against the Energy industry group benchmark.

Valuation Metrics

Valuation metrics for Expand Energy (EXE) and Phillips 66 (PSX)
MetricEXEPSX
P/E Ratio (TTM)7.307.88
P/S Ratio (TTM)1.510.57
P/B Ratio (MRQ)1.002.79
Free Cash Flow Yield (TTM)7.00%9.93%