BX vs PSX
Comparison between Blackstone Inc (BX, Company) and Phillips 66 (PSX, Company).
BX is from the Financial Services sector, while PSX is from the Energy sector.
5-Year PerformancePSX has outperformed BX, delivering a return of +32.6% compared to +7.7%
BX vs PSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BX vs PSX - Historical Returns
Returns include dividend reinvestment.
BX vs PSX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BX | PSX |
|---|---|---|
| 2026 | -6.74% | +89.13% |
| 2025 | -8.55% | +17.07% |
| 2024 | +37.84% | -12.36% |
| 2023 | +78.07% | +37.15% |
| 2022 | -38.67% | +43.13% |
| 2021 | +113.03% | +8.59% |
| 2020 | +20.16% | -34.39% |
| 2019 | +94.59% | +31.00% |
| 2018 | -1.39% | -12.81% |
| 2017 | +22.34% | +20.43% |
| 2016 | -0.54% | +11.32% |
| 2015 | -4.07% | +16.17% |
| 2014 | +14.78% | -3.92% |
| 2013 | +105.72% | +42.54% |
| 2012 | +10.45% | +57.93% |
| 2011 | -1.50% | N/A |
| 2010 | +7.88% | N/A |
| 2009 | +97.22% | N/A |
| 2008 | -66.79% | N/A |
| 2007 | -36.00% | N/A |
BX vs PSX Drawdown Comparison
The maximum drawdown for BX was -87.63%, occurring on Feb 26, 2009. Recovery took 1575 trading sessions.
The maximum drawdown for PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 647 trading sessions.
The current BX drawdown is -23.30%. The current PSX drawdown is -0.63%.
| Rank | BX | PSX |
|---|---|---|
| #1 | -87.63% Jun 22, 2007 - Sep 24, 2013 | -64.21% Nov 8, 2019 - Jun 6, 2022 |
| #2 | -49.26% Nov 29, 2021 - Jul 16, 2024 | -44.36% Apr 3, 2024 - Mar 4, 2026 |
| #3 | -46.52% Nov 22, 2024 - Mar 12, 2026 | -35.39% Jul 31, 2018 - Oct 29, 2019 |
| #4 | -44.05% Feb 11, 2020 - Dec 11, 2020 | -32.01% Sep 5, 2014 - Oct 29, 2015 |
| #5 | -42.52% May 18, 2015 - Jan 23, 2018 | -32.01% Jun 8, 2022 - Nov 11, 2022 |
| #6 | -29.06% Sep 24, 2018 - Apr 18, 2019 | -21.12% Nov 24, 2015 - Sep 18, 2017 |
| #7 | -18.53% Jul 23, 2014 - Jan 22, 2015 | -20.68% Apr 13, 2012 - Jul 18, 2012 |
| #8 | -18.04% Mar 10, 2014 - Jul 18, 2014 | -20.10% Mar 28, 2013 - Nov 27, 2013 |
| #9 | -17.84% Sep 16, 2021 - Oct 22, 2021 | -17.37% Nov 22, 2022 - Jul 28, 2023 |
| #10 | -14.83% Sep 13, 2019 - Nov 1, 2019 | -17.28% Mar 27, 2026 - Jul 8, 2026 |
| #11 | -14.35% Jan 26, 2018 - Jul 6, 2018 | -15.56% Jan 23, 2018 - Apr 16, 2018 |
| #12 | -10.64% Jul 23, 2024 - Sep 11, 2024 | -12.14% Sep 12, 2023 - Nov 30, 2023 |
| #13 | -9.60% Jul 26, 2019 - Aug 21, 2019 | -9.55% Jan 9, 2014 - Mar 6, 2014 |
| #14 | -9.45% May 21, 2019 - Jun 7, 2019 | -9.39% Nov 6, 2012 - Nov 27, 2012 |
| #15 | -8.83% Oct 22, 2013 - Nov 27, 2013 | -9.30% May 21, 2018 - Jul 30, 2018 |
Correlation
Correlation between BX and PSX is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
BX vs PSX dividend yield comparison.
| Year | BX | PSX |
|---|---|---|
| 2026 | 2.74% | 1.57% |
| 2025 | 3.04% | 3.68% |
| 2024 | 2.00% | 3.95% |
| 2023 | 2.54% | 3.15% |
| 2022 | 6.66% | 3.68% |
| 2021 | 2.76% | 5.00% |
| 2020 | 2.95% | 5.15% |
| 2019 | 3.43% | 3.14% |
| 2018 | 8.12% | 3.60% |
| 2017 | 7.25% | 2.70% |
| 2016 | 6.14% | 2.84% |
| 2015 | 11.76% | 2.67% |
| 2014 | 5.68% | 2.64% |
| 2013 | 3.75% | 1.72% |
| 2012 | 3.33% | 0.85% |
| 2011 | 4.42% | 0.00% |
| 2010 | 4.24% | 0.00% |
| 2009 | 6.86% | 0.00% |
| 2008 | 18.38% | 0.00% |
| 2007 | 1.36% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks