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OMC vs. PSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OMC vs. PSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Omnicom Group Inc. (OMC) and Phillips 66 (PSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OMC achieves a -5.81% return, which is significantly lower than PSX's 44.08% return. Over the past 10 years, OMC has underperformed PSX with an annualized return of 2.46%, while PSX has yielded a comparatively higher 12.61% annualized return.


OMC

1D
-0.42%
1M
-2.27%
YTD
-5.81%
6M
4.59%
1Y
9.58%
3Y*
-3.51%
5Y*
1.63%
10Y*
2.46%

PSX

1D
-0.58%
1M
7.49%
YTD
44.08%
6M
33.41%
1Y
65.68%
3Y*
27.98%
5Y*
19.31%
10Y*
12.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OMC vs. PSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OMC
Omnicom Group Inc.
-5.81%-2.62%2.49%9.57%15.72%21.88%-19.58%14.37%3.94%-11.93%
PSX
Phillips 66
44.08%17.51%-11.63%33.07%49.58%8.51%-33.85%33.97%-12.28%20.94%

Correlation

The correlation between OMC and PSX is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.34

Correlation (All Time)
Calculated using the full available price history since May 2, 2012

0.36

Over the past year, the correlation between OMC and PSX has dropped to 0.10 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.

Fundamentals

EPS

OMC:

$0.51

PSX:

$10.17

PE Ratio

OMC:

146.63

PSX:

18.00

PEG Ratio

OMC:

9.14

PSX:

0.10

PS Ratio

OMC:

0.57

PSX:

0.55

Total Revenue (TTM)

OMC:

$19.82B

PSX:

$134.70B

Gross Profit (TTM)

OMC:

$3.45B

PSX:

$5.94B

EBITDA (TTM)

OMC:

$1.14B

PSX:

$9.17B

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Return for Risk

OMC vs. PSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OMC
OMC Risk / Return Rank: 5252
Overall Rank
OMC Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
OMC Sortino Ratio Rank: 4949
Sortino Ratio Rank
OMC Omega Ratio Rank: 4848
Omega Ratio Rank
OMC Calmar Ratio Rank: 5656
Calmar Ratio Rank
OMC Martin Ratio Rank: 5757
Martin Ratio Rank

PSX
PSX Risk / Return Rank: 8989
Overall Rank
PSX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
PSX Sortino Ratio Rank: 8888
Sortino Ratio Rank
PSX Omega Ratio Rank: 8787
Omega Ratio Rank
PSX Calmar Ratio Rank: 8888
Calmar Ratio Rank
PSX Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OMC vs. PSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Omnicom Group Inc. (OMC) 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.


OMCPSXDifference
Sharpe ratioReturn per unit of total volatility

-2.01

Sortino ratioReturn per unit of downside risk

-2.26

Omega ratioGain probability vs. loss probability

1.09

1.38

-0.29

Calmar ratioReturn relative to maximum drawdown

0.65

4.00

-3.35

Martin ratioReturn relative to average drawdown

1.48

11.57

-10.09

OMC vs. PSX - Sharpe Ratio Comparison

The current OMC Sharpe Ratio is 0.33, which is lower than the PSX Sharpe Ratio of 2.34. The chart below compares the historical Sharpe Ratios of OMC and PSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


OMCPSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.33

2.34

-2.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.58

-0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.09

0.36

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.50

-0.08

Drawdowns

OMC vs. PSX - Drawdown Comparison

The maximum OMC drawdown since its inception was -61.22%, roughly equal to the maximum PSX drawdown of -64.21%. Use the drawdown chart below to compare losses from any high point for OMC and PSX.


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Drawdown Indicators


OMCPSXDifference

Max Drawdown

Largest peak-to-trough decline

-61.22%

-64.21%

+2.99%

Max Drawdown (1Y)

Largest decline over 1 year

-17.85%

-17.28%

-0.57%

Max Drawdown (3Y)

Largest decline over 3 years

-33.30%

-44.37%

+11.07%

Max Drawdown (5Y)

Largest decline over 5 years

-33.30%

-44.37%

+11.07%

Max Drawdown (10Y)

Largest decline over 10 years

-43.21%

-64.21%

+21.00%

Current Drawdown

Current decline from peak

-24.59%

-2.06%

-22.53%

Average Drawdown

Average peak-to-trough decline

-12.93%

-14.74%

+1.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.76%

5.96%

+1.80%

Volatility

OMC vs. PSX - Volatility Comparison

Omnicom Group Inc. (OMC) has a higher volatility of 9.53% compared to Phillips 66 (PSX) at 8.15%. This indicates that OMC's price experiences larger fluctuations and is considered to be riskier than PSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OMCPSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.53%

8.15%

+1.38%

Volatility (6M)

Calculated over the trailing 6-month period

27.55%

23.59%

+3.96%

Volatility (1Y)

Calculated over the trailing 1-year period

34.75%

29.47%

+5.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.73%

33.19%

-4.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.73%

35.31%

-6.58%

Dividends

OMC vs. PSX - Dividend Comparison

OMC's dividend yield for the trailing twelve months is around 3.98%, more than PSX's 2.70% yield.


PositionTTM20252024202320222021202020192018201720162015
OMC
Omnicom Group Inc.
3.98%3.59%3.25%3.24%3.43%3.82%4.17%3.21%3.28%3.09%2.53%2.64%
PSX
Phillips 66
2.70%3.68%3.95%3.15%3.68%5.00%5.15%3.14%3.60%2.70%2.84%2.67%

Financials

OMC vs. PSX - Financials Comparison

This section allows you to compare key financial metrics between Omnicom Group Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B20222023202420252026
6.24B
33.00B
(OMC) Total Revenue
(PSX) Total Revenue
Values in USD except per share items

OMC vs. PSX - Profitability Comparison

The chart below illustrates the profitability comparison between Omnicom Group Inc. and Phillips 66 over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%20222023202420252026
16.6%
0
Portfolio components
OMC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Omnicom Group Inc. reported a gross profit of 1.04B and revenue of 6.24B. Therefore, the gross margin over that period was 16.6%.

PSX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Phillips 66 reported a gross profit of 0.00 and revenue of 33.00B. Therefore, the gross margin over that period was 0.0%.

OMC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Omnicom Group Inc. reported an operating income of 646.20M and revenue of 6.24B, resulting in an operating margin of 10.4%.

PSX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Phillips 66 reported an operating income of 0.00 and revenue of 33.00B, resulting in an operating margin of 0.0%.

OMC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Omnicom Group Inc. reported a net income of 418.70M and revenue of 6.24B, resulting in a net margin of 6.7%.

PSX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Phillips 66 reported a net income of 207.00M and revenue of 33.00B, resulting in a net margin of 0.6%.


Frequently Asked Questions


OMC and PSX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OMC has higher volatility (9.53%) compared to PSX (8.15%). In terms of maximum drawdown, OMC dropped -61.22% vs PSX's -64.21%.

PSX currently has the higher Sharpe Ratio (2.34 vs 0.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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