PSA vs. XOM
PSA (Public Storage) and XOM (Exxon Mobil Corporation) are both stocks. PSA operates in REIT - Industrial (Real Estate), while XOM operates in Oil & Gas Integrated (Energy). Over the past 10 years, PSA returned 7.31%/yr vs 9.64%/yr for XOM. At a 0.16 correlation, their price movements are largely independent.
Performance
PSA vs. XOM - Performance Comparison
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Returns By Period
In the year-to-date period, PSA achieves a 26.88% return, which is significantly higher than XOM's 23.81% return. Over the past 10 years, PSA has underperformed XOM with an annualized return of 7.31%, while XOM has yielded a comparatively higher 9.64% annualized return.
PSA
- 1D
- 0.38%
- 1M
- 11.44%
- YTD
- 26.88%
- 6M
- 21.06%
- 1Y
- 14.03%
- 3Y*
- 8.56%
- 5Y*
- 6.47%
- 10Y*
- 7.31%
XOM
- 1D
- 0.28%
- 1M
- -6.91%
- YTD
- 23.81%
- 6M
- 25.40%
- 1Y
- 35.30%
- 3Y*
- 15.15%
- 5Y*
- 23.23%
- 10Y*
- 9.64%
PSA vs. XOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSA Public Storage | 26.88% | -9.69% | 2.09% | 13.60% | -20.20% | 66.63% | 12.69% | 8.96% | 0.62% | -2.89% |
XOM Exxon Mobil Corporation | 23.81% | 15.98% | 11.26% | -6.26% | 87.41% | 57.58% | -36.21% | 7.23% | -15.09% | -3.81% |
Correlation
The correlation between PSA and XOM is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 1980 | 0.16 |
The correlation between PSA and XOM shifts across timeframes, from -0.03 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
Fundamentals
PSA:
$57.34B
XOM:
$614.94B
PSA:
$10.84
XOM:
$5.93
PSA:
30.08
XOM:
24.80
PSA:
1.81
XOM:
1.15
PSA:
11.80
XOM:
1.93
PSA:
6.22
XOM:
2.42
PSA:
$4.86B
XOM:
$326.01B
PSA:
$2.95B
XOM:
$83.11B
PSA:
$3.38B
XOM:
$60.44B
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Return for Risk
PSA vs. XOM — Risk / Return Rank
PSA
XOM
PSA vs. XOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Public Storage (PSA) and Exxon Mobil Corporation (XOM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PSA | XOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.26 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | 2.45 | -1.62 |
| Martin ratioReturn relative to average drawdown | 1.82 | 6.56 | -4.74 |
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Drawdowns
PSA vs. XOM - Drawdown Comparison
The maximum PSA drawdown since its inception was -60.19%, roughly equal to the maximum XOM drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for PSA and XOM.
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Drawdown Indicators
| PSA | XOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.19% | -62.40% | +2.21% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -15.69% | -0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -25.62% | -18.92% | -6.70% |
Max Drawdown (5Y)Largest decline over 5 years | -37.93% | -20.51% | -17.42% |
Max Drawdown (10Y)Largest decline over 10 years | -37.93% | -61.34% | +23.41% |
Current DrawdownCurrent decline from peak | -5.92% | -13.68% | +7.76% |
Average DrawdownAverage peak-to-trough decline | -15.77% | -10.20% | -5.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.37% | 5.84% | +1.53% |
Volatility
PSA vs. XOM - Volatility Comparison
The current volatility for Public Storage (PSA) is 7.03%, while Exxon Mobil Corporation (XOM) has a volatility of 9.08%. This indicates that PSA experiences smaller price fluctuations and is considered to be less risky than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSA | XOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 9.08% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 17.72% | 20.51% | -2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 24.51% | -1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.87% | 26.77% | -2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.46% | 28.20% | -4.74% |
Dividends
PSA vs. XOM - Dividend Comparison
PSA's dividend yield for the trailing twelve months is around 2.76%, which matches XOM's 2.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSA Public Storage | 2.76% | 4.62% | 4.01% | 3.93% | 7.55% | 2.14% | 3.46% | 3.76% | 3.95% | 3.83% | 3.27% | 2.62% |
XOM Exxon Mobil Corporation | 2.78% | 3.32% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% |
Financials
PSA vs. XOM - Financials Comparison
This section allows you to compare key financial metrics between Public Storage and Exxon Mobil Corporation. 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
PSA vs. XOM - Profitability Comparison
PSA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Public Storage reported a gross profit of 877.80M and revenue of 1.22B. Therefore, the gross margin over that period was 72.1%.
XOM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Exxon Mobil Corporation reported a gross profit of 31.36B and revenue of 83.16B. Therefore, the gross margin over that period was 37.7%.
PSA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Public Storage reported an operating income of 474.28M and revenue of 1.22B, resulting in an operating margin of 39.0%.
XOM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Exxon Mobil Corporation reported an operating income of 5.29B and revenue of 83.16B, resulting in an operating margin of 6.4%.
PSA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Public Storage reported a net income of 529.38M and revenue of 1.22B, resulting in a net margin of 43.5%.
XOM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Exxon Mobil Corporation reported a net income of 4.18B and revenue of 83.16B, resulting in a net margin of 5.0%.
Frequently Asked Questions
PSA and XOM have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XOM has higher volatility (9.08%) compared to PSA (7.03%). In terms of maximum drawdown, PSA dropped -60.19% vs XOM's -62.40%.
XOM currently has the higher Sharpe Ratio (1.57 vs 0.59), 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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