PBF vs. PSX
PBF (PBF Energy Inc.) and PSX (Phillips 66) are both stocks. Both operate in the Oil & Gas Refining & Marketing industry within the Energy sector. Over the past 10 years, PBF returned 7.59%/yr vs 12.88%/yr for PSX. A 0.67 correlation means they provide meaningful diversification when combined.
Performance
PBF vs. PSX - Performance Comparison
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Returns By Period
In the year-to-date period, PBF achieves a 59.20% return, which is significantly higher than PSX's 45.34% return. Over the past 10 years, PBF has underperformed PSX with an annualized return of 7.59%, while PSX has yielded a comparatively higher 12.88% annualized return.
PBF
- 1D
- -1.44%
- 1M
- -5.91%
- YTD
- 59.20%
- 6M
- 27.78%
- 1Y
- 125.28%
- 3Y*
- 7.98%
- 5Y*
- 21.99%
- 10Y*
- 7.59%
PSX
- 1D
- 1.16%
- 1M
- 4.23%
- YTD
- 45.34%
- 6M
- 34.11%
- 1Y
- 64.71%
- 3Y*
- 28.25%
- 5Y*
- 19.51%
- 10Y*
- 12.88%
PBF vs. PSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBF PBF Energy Inc. | 59.20% | 6.75% | -37.99% | 9.97% | 215.81% | 82.68% | -77.12% | 0.16% | -4.93% | 33.64% |
PSX Phillips 66 | 45.34% | 17.51% | -11.63% | 33.07% | 49.58% | 8.51% | -33.85% | 33.97% | -12.28% | 20.94% |
Correlation
The correlation between PBF and PSX is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2012 | 0.67 |
The correlation between PBF and PSX has been stable across timeframes, ranging from 0.67 to 0.71 - a consistent structural relationship.
Fundamentals
PBF:
$5.13B
PSX:
$74.48B
PBF:
$3.74
PSX:
$10.17
PBF:
11.38
PSX:
18.16
PBF:
0.04
PSX:
0.10
PBF:
0.17
PSX:
0.56
PBF:
0.91
PSX:
2.61
PBF:
$30.17B
PSX:
$134.70B
PBF:
$127.70M
PSX:
$5.94B
PBF:
$812.40M
PSX:
$9.17B
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Return for Risk
PBF vs. PSX — Risk / Return Rank
PBF
PSX
PBF vs. PSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PBF Energy Inc. (PBF) 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.
| PBF | PSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.36 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.61 | 3.76 | -0.15 |
| Martin ratioReturn relative to average drawdown | 8.12 | 10.90 | -2.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PBF | PSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 2.19 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.59 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.37 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.51 | -0.39 |
Drawdowns
PBF vs. PSX - Drawdown Comparison
The maximum PBF drawdown since its inception was -91.51%, which is greater than PSX's maximum drawdown of -64.21%. Use the drawdown chart below to compare losses from any high point for PBF and PSX.
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Drawdown Indicators
| PBF | PSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.51% | -64.21% | -27.30% |
Max Drawdown (1Y)Largest decline over 1 year | -34.86% | -17.28% | -17.58% |
Max Drawdown (3Y)Largest decline over 3 years | -76.04% | -44.37% | -31.67% |
Max Drawdown (5Y)Largest decline over 5 years | -76.04% | -44.37% | -31.67% |
Max Drawdown (10Y)Largest decline over 10 years | -91.51% | -64.21% | -27.30% |
Current DrawdownCurrent decline from peak | -25.71% | -1.20% | -24.51% |
Average DrawdownAverage peak-to-trough decline | -37.90% | -14.75% | -23.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.51% | 5.96% | +9.55% |
Volatility
PBF vs. PSX - Volatility Comparison
PBF Energy Inc. (PBF) has a higher volatility of 17.21% compared to Phillips 66 (PSX) at 9.67%. This indicates that PBF'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
| PBF | PSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.21% | 9.67% | +7.54% |
Volatility (6M)Calculated over the trailing 6-month period | 47.21% | 23.68% | +23.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.37% | 29.66% | +35.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.56% | 33.22% | +27.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.22% | 35.31% | +31.91% |
Dividends
PBF vs. PSX - Dividend Comparison
PBF's dividend yield for the trailing twelve months is around 2.59%, less than PSX's 2.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBF PBF Energy Inc. | 2.59% | 4.06% | 3.86% | 1.93% | 0.49% | 0.00% | 4.23% | 3.83% | 3.67% | 3.39% | 4.30% | 3.26% |
PSX Phillips 66 | 2.67% | 3.68% | 3.95% | 3.15% | 3.68% | 5.00% | 5.15% | 3.14% | 3.60% | 2.70% | 2.84% | 2.67% |
Financials
PBF vs. PSX - Financials Comparison
This section allows you to compare key financial metrics between PBF Energy 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.
Total Revenue: Total amount of money received from sales and other business activities
PBF vs. PSX - Profitability Comparison
PBF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PBF Energy Inc. reported a gross profit of 278.50M and revenue of 7.90B. Therefore, the gross margin over that period was 3.5%.
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%.
PBF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PBF Energy Inc. reported an operating income of 299.60M and revenue of 7.90B, resulting in an operating margin of 3.8%.
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%.
PBF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PBF Energy Inc. reported a net income of 198.30M and revenue of 7.90B, resulting in a net margin of 2.5%.
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
PBF and PSX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBF has higher volatility (17.21%) compared to PSX (9.67%). In terms of maximum drawdown, PBF dropped -91.51% vs PSX's -64.21%.
PSX currently has the higher Sharpe Ratio (2.19 vs 1.93), 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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