CVX vs. PSX
Compare and contrast key facts about Chevron Corporation (CVX) and Phillips 66 (PSX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVX or PSX.
Key characteristics
| CVX | PSX | |
|---|---|---|
| YTD Return | 10.25% | 9.85% |
| 1Y Return | 6.16% | 60.31% |
| 3Y Return (Ann) | 18.70% | 24.08% |
| 5Y Return (Ann) | 10.88% | 15.98% |
| 10Y Return (Ann) | 7.10% | 9.79% |
| Sharpe Ratio | 0.28 | 2.49 |
| Daily Std Dev | 20.39% | 24.54% |
| Max Drawdown | -58.23% | -64.21% |
| Current Drawdown | -8.99% | -15.92% |
Fundamentals
| CVX | PSX | |
|---|---|---|
| Market Cap | $295.34B | $60.88B |
| EPS | $10.86 | $13.01 |
| PE Ratio | 14.76 | 11.04 |
| PEG Ratio | 4.51 | 0.73 |
| Revenue (TTM) | $192.79B | $148.81B |
| Gross Profit (TTM) | $98.89B | $20.06B |
| EBITDA (TTM) | $41.23B | $8.58B |
Correlation
The correlation between CVX and PSX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CVX vs. PSX - Performance Comparison
The year-to-date returns for both stocks are quite close, with CVX having a 10.25% return and PSX slightly lower at 9.85%. Over the past 10 years, CVX has underperformed PSX with an annualized return of 7.10%, while PSX has yielded a comparatively higher 9.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CVX vs. PSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chevron Corporation (CVX) and Phillips 66 (PSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CVX vs. PSX - Dividend Comparison
CVX's dividend yield for the trailing twelve months is around 3.79%, more than PSX's 2.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVX Chevron Corporation | 3.79% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% | 3.12% |
PSX Phillips 66 | 2.89% | 3.15% | 3.68% | 5.00% | 5.15% | 3.14% | 3.60% | 2.70% | 2.84% | 2.67% | 2.64% | 1.72% |
Drawdowns
CVX vs. PSX - Drawdown Comparison
The maximum CVX drawdown since its inception was -58.23%, smaller than the maximum PSX drawdown of -64.21%. Use the drawdown chart below to compare losses from any high point for CVX and PSX. For additional features, visit the drawdowns tool.
Volatility
CVX vs. PSX - Volatility Comparison
The current volatility for Chevron Corporation (CVX) is 5.05%, while Phillips 66 (PSX) has a volatility of 8.61%. This indicates that CVX experiences smaller price fluctuations and is considered to be less risky than PSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CVX vs. PSX - Financials Comparison
This section allows you to compare key financial metrics between Chevron Corporation and Phillips 66. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities