CL vs PSX

Comparison between Colgate-Palmolive Company (CL, Company) and Phillips 66 (PSX, Company).

CL is from the Consumer Defensive sector, while PSX is from the Energy sector.

5-Year PerformancePSX has outperformed CL, delivering a return of +20.1% compared to +3.9%

CL vs PSX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CL(COMPANY)	PSX(COMPANY)
Market Cap	$72B	$72B
Max Drawdown	34.23%	65.87%
Sharpe Ratio	-0.03	1.34
5Y Beta	0.05	0.78
Industry	Household & Personal Products	Oil & Gas Refining & Marketing
P/E Ratio	25.95	42.80
Forward P/E	23.36	11.32
PEG Ratio	801.96	1.03
Dividend Yield	2.31%	2.67%
5Y Dividends CAGR	3.38%	17.86%
5Y EPS CAGR	5.50%	-15.36%
Debt to Equity	5473.79%	29.61%
Free Cash Flow Yield	5.99%	3.48%
P/S Ratio	3.48	0.54
P/B Ratio	496.78	2.56

Market Cap

Winner

$72B

PSX

$72B

Max Drawdown

Winner

34.23%

PSX

65.87%

Sharpe Ratio

-0.03

Winner

PSX

1.34

5Y Beta

Winner

0.05

PSX

0.78

Industry

Household & Personal Products

PSX

Oil & Gas Refining & Marketing

P/E Ratio

Winner

25.95

PSX

42.80

Forward P/E

23.36

Winner

PSX

11.32

PEG Ratio

801.96

Winner

PSX

1.03

Dividend Yield

2.31%

Winner

PSX

2.67%

5Y Dividends CAGR

3.38%

Winner

PSX

17.86%

5Y EPS CAGR

Winner

5.50%

PSX

-15.36%

Debt to Equity

5473.79%

Winner

PSX

29.61%

Free Cash Flow Yield

Winner

5.99%

PSX

3.48%

P/S Ratio

3.48

Winner

PSX

0.54

P/B Ratio

496.78

Winner

PSX

2.56

CL vs PSX - Historical Returns

Returns include dividend reinvestment.

Period	CL	PSX
1 month	+10.54%	+9.98%
3 months	-4.29%	+13.46%
6 months	+13.14%	+32.15%
1 year	+1.15%	+61.05%
5 years(CAGR)	+3.86%	+20.09%
10 years(CAGR)	+5.03%	+12.52%
Max(CAGR)	+6.39%	+16.11%

Winner

+10.54%

PSX

+9.98%

-4.29%

Winner

PSX

+13.46%

+13.14%

Winner

PSX

+32.15%

+1.15%

Winner

PSX

+61.05%

5Y(CAGR)

+3.86%

Winner

PSX

+20.09%

10Y(CAGR)

+5.03%

Winner

PSX

+12.52%

Max(CAGR)

+6.39%

Winner

PSX

+16.11%

CL vs PSX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CL	PSX
2026	+17.86%	+35.34%
2025	-10.65%	+17.07%
2024	+15.10%	-12.36%
2023	+3.31%	+37.15%
2022	-4.60%	+43.13%
2021	+3.50%	+8.59%
2020	+28.50%	-34.39%
2019	+19.15%	+31.00%
2018	-18.85%	-12.81%
2017	+17.71%	+20.43%
2016	+3.40%	+11.32%
2015	-1.35%	+16.17%
2014	+9.94%	-3.92%
2013	+25.47%	+42.54%
2012	+17.62%	+57.93%
2011	+18.91%	N/A
2010	-0.53%	N/A
2009	+21.54%	N/A
2008	-9.37%	N/A
2007	+21.12%	N/A
2006	+21.38%	N/A
2005	+12.05%	N/A
2004	+5.04%	N/A
2003	-5.45%	N/A
2002	-7.80%	N/A
2001	-6.47%	N/A
2000	+4.85%	N/A
1999	+5.16%	N/A

CL vs PSX Drawdown Comparison

The maximum drawdown for CL was -34.06%, occurring on Mar 10, 2000. Recovery took 250 trading sessions.

The maximum drawdown for PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 647 trading sessions.

The current CL drawdown is -13.38%. The current PSX drawdown is -6.90%.

Rank	CL	PSX
#1	-34.06% Dec 31, 1999 - Dec 27, 2000	-64.21% Nov 8, 2019 - Jun 6, 2022
#2	-31.06% Sep 12, 2008 - Oct 6, 2009	-44.36% Apr 3, 2024 - Mar 4, 2026
#3	-30.00% Dec 27, 2000 - Apr 26, 2006	-35.39% Jul 31, 2018 - Oct 29, 2019
#4	-29.07% Sep 4, 2024 - Nov 3, 2025	-32.01% Sep 5, 2014 - Oct 29, 2015
#5	-23.76% Jan 22, 2018 - Jul 29, 2019	-32.01% Jun 8, 2022 - Nov 11, 2022
#6	-22.57% Feb 10, 2020 - Jul 30, 2020	-21.12% Nov 24, 2015 - Sep 18, 2017
#7	-18.36% Dec 31, 2021 - Jan 23, 2024	-20.68% Apr 13, 2012 - Jul 18, 2012
#8	-14.92% Jan 9, 2008 - Sep 12, 2008	-20.10% Mar 28, 2013 - Nov 27, 2013
#9	-14.57% Mar 5, 2015 - Mar 17, 2016	-17.37% Nov 22, 2022 - Jul 28, 2023
#10	-13.66% Sep 6, 2016 - Feb 23, 2017	-17.28% Mar 27, 2026 - Apr 20, 2026
#11	-13.22% Dec 1, 2020 - Dec 28, 2021	-15.56% Jan 23, 2018 - Apr 16, 2018
#12	-12.99% Dec 2, 2009 - Apr 29, 2011	-12.14% Sep 12, 2023 - Nov 30, 2023
#13	-12.89% Jul 29, 2019 - Feb 3, 2020	-9.55% Jan 9, 2014 - Mar 6, 2014
#14	-11.92% Nov 1, 1999 - Dec 22, 1999	-9.39% Nov 6, 2012 - Nov 27, 2012
#15	-10.44% May 16, 2013 - Oct 16, 2013	-9.30% May 21, 2018 - Jul 30, 2018

Correlation

Correlation between CL and PSX is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

CL vs PSX dividend yield comparison.

Year	CL	PSX
2026	1.16%	1.46%
2025	2.61%	3.68%
2024	2.18%	3.95%
2023	2.40%	3.15%
2022	2.36%	3.68%
2021	2.10%	5.00%
2020	2.05%	5.15%
2019	2.48%	3.14%
2018	2.79%	3.60%
2017	2.11%	2.70%
2016	2.37%	2.84%
2015	2.25%	2.67%
2014	2.05%	2.64%
2013	2.04%	1.72%
2012	2.33%	0.85%
2011	2.46%	0.00%
2010	2.53%	0.00%
2009	2.09%	0.00%
2008	2.28%	0.00%
2007	1.80%	0.00%
2006	1.92%	0.00%
2005	2.02%	0.00%
2004	1.88%	0.00%
2003	1.80%	0.00%
2002	1.37%	0.00%
2001	1.17%	0.00%
2000	0.98%	0.00%