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

Performance

PSX vs. COP - Performance Comparison

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

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Returns By Period

In the year-to-date period, PSX achieves a 45.34% return, which is significantly higher than COP's 29.12% return. Over the past 10 years, PSX has underperformed COP with an annualized return of 12.88%, while COP has yielded a comparatively higher 13.90% annualized return.


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%

COP

1D
1.87%
1M
-3.98%
YTD
29.12%
6M
31.65%
1Y
39.91%
3Y*
8.69%
5Y*
18.95%
10Y*
13.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSX vs. COP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PSX
Phillips 66
45.34%17.51%-11.63%33.07%49.58%8.51%-33.85%33.97%-12.28%20.94%
COP
ConocoPhillips Company
29.12%-2.34%-12.02%1.98%71.69%86.60%-36.04%6.63%15.63%11.95%

Correlation

The correlation between PSX and COP is 0.65, 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

0.65

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

0.63

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

0.68

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

0.67

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

0.63

The correlation between PSX and COP has been stable across timeframes, ranging from 0.63 to 0.68 - a consistent structural relationship.

Fundamentals

Market Cap

PSX:

$74.48B

COP:

$145.83B

EPS

PSX:

$10.17

COP:

$5.90

PE Ratio

PSX:

18.16

COP:

20.18

PEG Ratio

PSX:

0.10

COP:

1.17

PS Ratio

PSX:

0.56

COP:

2.53

PB Ratio

PSX:

2.61

COP:

2.26

Total Revenue (TTM)

PSX:

$134.70B

COP:

$58.31B

Gross Profit (TTM)

PSX:

$5.94B

COP:

$17.02B

EBITDA (TTM)

PSX:

$9.17B

COP:

$22.44B

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Return for Risk

PSX vs. COP — Risk / Return Rank

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

PSX
PSX Risk / Return Rank: 8787
Overall Rank
PSX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
PSX Sortino Ratio Rank: 8686
Sortino Ratio Rank
PSX Omega Ratio Rank: 8585
Omega Ratio Rank
PSX Calmar Ratio Rank: 8686
Calmar Ratio Rank
PSX Martin Ratio Rank: 8888
Martin Ratio Rank

COP
COP Risk / Return Rank: 7676
Overall Rank
COP Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
COP Sortino Ratio Rank: 7373
Sortino Ratio Rank
COP Omega Ratio Rank: 6969
Omega Ratio Rank
COP Calmar Ratio Rank: 8080
Calmar Ratio Rank
COP Martin Ratio Rank: 7878
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.

PSX vs. COP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Phillips 66 (PSX) and ConocoPhillips Company (COP). 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.


PSXCOPDifference

Sharpe ratio

Return per unit of total volatility

2.19

1.37

+0.82

Sortino ratio

Return per unit of downside risk

2.85

1.92

+0.93

Omega ratio

Gain probability vs. loss probability

1.36

1.22

+0.14

Calmar ratio

Return relative to maximum drawdown

3.76

2.69

+1.07

Martin ratio

Return relative to average drawdown

10.90

6.13

+4.77

PSX vs. COP - Sharpe Ratio Comparison

The current PSX Sharpe Ratio is 2.19, which is higher than the COP Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of PSX and COP, 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


PSXCOPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.19

1.37

+0.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.58

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.37

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.23

+0.28

Drawdowns

PSX vs. COP - Drawdown Comparison

The maximum PSX drawdown since its inception was -64.21%, smaller than the maximum COP drawdown of -84.55%. Use the drawdown chart below to compare losses from any high point for PSX and COP.


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Drawdown Indicators


PSXCOPDifference

Max Drawdown

Largest peak-to-trough decline

-64.21%

-84.55%

+20.34%

Max Drawdown (1Y)

Largest decline over 1 year

-17.28%

-14.90%

-2.38%

Max Drawdown (3Y)

Largest decline over 3 years

-44.37%

-36.19%

-8.18%

Max Drawdown (5Y)

Largest decline over 5 years

-44.37%

-36.19%

-8.18%

Max Drawdown (10Y)

Largest decline over 10 years

-64.21%

-70.66%

+6.45%

Current Drawdown

Current decline from peak

-1.20%

-10.36%

+9.16%

Average Drawdown

Average peak-to-trough decline

-14.75%

-25.49%

+10.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.96%

6.53%

-0.57%

Volatility

PSX vs. COP - Volatility Comparison

Phillips 66 (PSX) has a higher volatility of 9.67% compared to ConocoPhillips Company (COP) at 8.92%. This indicates that PSX's price experiences larger fluctuations and is considered to be riskier than COP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PSXCOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.67%

8.92%

+0.75%

Volatility (6M)

Calculated over the trailing 6-month period

23.68%

22.81%

+0.87%

Volatility (1Y)

Calculated over the trailing 1-year period

29.66%

29.27%

+0.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.22%

32.72%

+0.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.31%

37.67%

-2.36%

Dividends

PSX vs. COP - Dividend Comparison

PSX's dividend yield for the trailing twelve months is around 2.67%, less than COP's 2.77% yield.


PositionTTM20252024202320222021202020192018201720162015
COP
ConocoPhillips Company
2.77%3.40%3.35%3.37%4.23%2.70%4.23%2.05%1.86%1.93%1.99%6.30%
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

PSX vs. COP - Financials Comparison

This section allows you to compare key financial metrics between Phillips 66 and ConocoPhillips Company. 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


10.00B20.00B30.00B40.00B50.00B20222023202420252026
33.00B
16.05B
(PSX) Total Revenue
(COP) Total Revenue
Values in USD except per share items

PSX vs. COP - Profitability Comparison

The chart below illustrates the profitability comparison between Phillips 66 and ConocoPhillips Company 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%10.0%20.0%30.0%40.0%50.0%202220232024202520260
46.7%
Portfolio components
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%.

COP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ConocoPhillips Company reported a gross profit of 7.50B and revenue of 16.05B. Therefore, the gross margin over that period was 46.7%.

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%.

COP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ConocoPhillips Company reported an operating income of 3.36B and revenue of 16.05B, resulting in an operating margin of 21.0%.

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%.

COP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ConocoPhillips Company reported a net income of 2.18B and revenue of 16.05B, resulting in a net margin of 13.6%.


Frequently Asked Questions


PSX and COP have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PSX has higher volatility (9.67%) compared to COP (8.92%). In terms of maximum drawdown, PSX dropped -64.21% vs COP's -84.55%.

PSX currently has the higher Sharpe Ratio (2.19 vs 1.37), 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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