PSX vs. XOM

Last updated Apr 2, 2026

Compare and contrast key facts about Phillips 66 (PSX) and Exxon Mobil Corporation (XOM).

Performance

PSX vs. XOM - Performance Comparison

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

PSX vs. XOM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PSX Phillips 66	37.23%	17.51%	-11.63%	33.07%	49.58%	8.51%	-33.85%	33.97%	-12.28%	20.94%
XOM Exxon Mobil Corporation	34.50%	15.98%	11.26%	-6.26%	87.41%	57.58%	-36.21%	7.23%	-15.09%	-3.81%

Fundamentals

EPS PSX : $10.84 XOM : $10.37
PE Ratio PSX : 16.20 XOM : 15.50
PEG Ratio PSX : 0.09 XOM : 0.38
PS Ratio PSX : 0.54 XOM : 1.42
Total Revenue (TTM) PSX : $132.43B XOM : $327.29B
Gross Profit (TTM) PSX : $6.75B XOM : $81.32B
EBITDA (TTM) PSX : $9.75B XOM : $61.89B

Returns By Period

In the year-to-date period, PSX achieves a 37.23% return, which is significantly higher than XOM's 34.50% return. Both investments have delivered pretty close results over the past 10 years, with PSX having a 11.57% annualized return and XOM not far ahead at 11.60%.

PSX

• 1D: -3.59%
• 1M: 9.65%
• YTD: 37.23%
• 6M: 32.69%
• 1Y: 46.43%
• 3Y*: 24.45%
• 5Y*: 20.68%
• 10Y*: 11.57%

XOM

• 1D: -5.23%
• 1M: 4.25%
• YTD: 34.50%
• 6M: 45.79%
• 1Y: 39.70%
• 3Y*: 17.54%
• 5Y*: 27.68%
• 10Y*: 11.60%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

PSX vs. XOM — Risk / Return Rank

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

PSX

PSX Risk / Return Rank: 77
PSX Sharpe Ratio Rank: 80
PSX Sortino Ratio Rank: 73
PSX Omega Ratio Rank: 76
PSX Calmar Ratio Rank: 75
PSX Martin Ratio Rank: 81

XOM

XOM Risk / Return Rank: 81
XOM Sharpe Ratio Rank: 85
XOM Sortino Ratio Rank: 78
XOM Omega Ratio Rank: 78
XOM Calmar Ratio Rank: 81
XOM Martin Ratio Rank: 81

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. XOM - Risk-Adjusted Trends Comparison

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

	PSX	XOM	Difference
Sharpe ratio Return per unit of total volatility	1.28	1.57	-0.29
Sortino ratio Return per unit of downside risk	1.78	2.04	-0.26
Omega ratio Gain probability vs. loss probability	1.26	1.27	-0.01
Calmar ratio Return relative to maximum drawdown	1.87	2.48	-0.61
Martin ratio Return relative to average drawdown	6.30	6.44	-0.15
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PSX vs. XOM - Sharpe Ratio Comparison

The current PSX Sharpe Ratio is 1.28, which is comparable to the XOM Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of PSX and XOM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PSX	XOM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.28	1.57	-0.29
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.63	1.05	-0.42
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.33	0.42	-0.09
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	0.48	+0.02

Correlation

The correlation between PSX and XOM is 0.63, 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.

Dividends

PSX vs. XOM - Dividend Comparison

PSX's dividend yield for the trailing twelve months is around 2.77%, more than XOM's 2.51% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PSX Phillips 66	2.77%	3.68%	3.95%	3.15%	3.68%	5.00%	5.15%	3.14%	3.60%	2.70%	2.84%	2.67%
XOM Exxon Mobil Corporation	2.51%	3.32%	3.57%	3.68%	3.22%	5.70%	8.44%	4.92%	4.74%	3.66%	3.30%	3.69%

Drawdowns

PSX vs. XOM - Drawdown Comparison

The maximum PSX drawdown since its inception was -64.21%, roughly equal to the maximum XOM drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for PSX and XOM.

Drawdown Indicators

	PSX	XOM	Difference
Max Drawdown Largest peak-to-trough decline	-64.21%	-62.40%	-1.81%
Max Drawdown (1Y) Largest decline over 1 year	-25.14%	-15.79%	-9.35%
Max Drawdown (5Y) Largest decline over 5 years	-44.37%	-20.51%	-23.86%
Max Drawdown (10Y) Largest decline over 10 years	-64.21%	-61.34%	-2.87%
Current Drawdown Current decline from peak	-6.71%	-6.23%	-0.48%
Average Drawdown Average peak-to-trough decline	-14.82%	-10.20%	-4.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.54%	6.18%	+1.36%

Volatility

PSX vs. XOM - Volatility Comparison

Phillips 66 (PSX) has a higher volatility of 9.94% compared to Exxon Mobil Corporation (XOM) at 8.47%. This indicates that PSX's price experiences larger fluctuations and is considered to be riskier than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PSX	XOM	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.94%	8.47%	+1.47%
Volatility (6M) Calculated over the trailing 6-month period	21.57%	17.04%	+4.53%
Volatility (1Y) Calculated over the trailing 1-year period	36.55%	25.43%	+11.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.05%	26.57%	+6.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.15%	27.93%	+7.22%

Financials

PSX vs. XOM - Profitability Comparison

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

PSX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Phillips 66 reported a gross profit of 2.27B and revenue of 34.11B. Therefore, the gross margin over that period was 6.7%.

XOM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Exxon Mobil Corporation reported a gross profit of 26.20B and revenue of 83.43B. Therefore, the gross margin over that period was 31.4%.

PSX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Phillips 66 reported an operating income of 1.61B and revenue of 34.11B, resulting in an operating margin of 4.7%.

XOM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Exxon Mobil Corporation reported an operating income of 9.81B and revenue of 83.43B, resulting in an operating margin of 11.8%.

PSX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Phillips 66 reported a net income of 2.91B and revenue of 34.11B, resulting in a net margin of 8.5%.

XOM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Exxon Mobil Corporation reported a net income of 7.61B and revenue of 83.43B, resulting in a net margin of 9.1%.