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DLR vs PSX

Comparison between Digital Realty Trust Inc (DLR, Company) and Phillips 66 (PSX, Company).

DLR is from the Real Estate sector, while PSX is from the Energy sector.

5-Year PerformancePSX has outperformed DLR, delivering a return of +19.3% compared to +8.9%

DLR vs PSX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
DLR
$70B
PSX
$69B
Max Drawdown
Winner
DLR
56.80%
PSX
65.87%
Sharpe Ratio
DLR
0.79
Winner
PSX
1.71
5Y Beta
Winner
DLR
0.79
PSX
0.80
Industry
DLR
Reit - Specialty
PSX
Oil & Gas Refining & Marketing
P/E Ratio
DLR
49.51
Winner
PSX
40.98
Forward P/E
DLR
86.96
Winner
PSX
11.68
PEG Ratio
Winner
DLR
0.23
PSX
1.07
Dividend Yield
DLR
2.51%
Winner
PSX
2.89%
5Y Dividends CAGR
DLR
1.58%
Winner
PSX
10.83%
5Y EPS CAGR
Winner
DLR
16.78%
PSX
-15.36%
Debt to Equity
Winner
DLR
0.00%
PSX
29.61%
Free Cash Flow Yield
Winner
DLR
3.66%
PSX
3.64%
P/S Ratio
DLR
11.31
Winner
PSX
0.51
P/B Ratio
DLR
3.05
Winner
PSX
2.51

DLR vs PSX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DLR
+5.19%
PSX
+2.12%
3M
Winner
DLR
+14.21%
PSX
+9.82%
6M
DLR
+16.64%
Winner
PSX
+26.48%
1Y
DLR
+20.54%
Winner
PSX
+62.95%
5Y(CAGR)
DLR
+8.92%
Winner
PSX
+19.33%
10Y(CAGR)
DLR
+11.47%
Winner
PSX
+12.32%
Max(CAGR)
Winner
DLR
+18.42%
PSX
+15.98%

DLR vs PSX - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearDLRPSX
2026+26.81%+32.47%
2025-9.93%+17.07%
2024+35.24%-12.36%
2023+36.43%+37.15%
2022-40.34%+43.13%
2021+34.73%+8.59%
2020+22.24%-34.39%
2019+20.32%+31.00%
2018-1.97%-12.81%
2017+18.44%+20.43%
2016+33.87%+11.32%
2015+19.92%+16.17%
2014+41.60%-3.92%
2013-24.46%+42.54%
2012+6.61%+57.93%
2011+33.91%N/A
2010+6.40%N/A
2009+66.23%N/A
2008-11.55%N/A
2007+14.41%N/A
2006+56.33%N/A
2005+76.29%N/A
2004+13.57%N/A

DLR vs PSX Drawdown Comparison

The maximum drawdown for DLR was -56.80%, occurring on Nov 20, 2008. Recovery took 289 trading sessions.

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

The current DLR drawdown is -4.24%. The current PSX drawdown is -8.88%.

RankDLRPSX
#1-56.80%
Sep 19, 2008 - Nov 11, 2009
-64.21%
Nov 8, 2019 - Jun 6, 2022
#2-48.47%
Dec 31, 2021 - Jul 16, 2024
-44.36%
Apr 3, 2024 - Mar 4, 2026
#3-41.14%
Jul 17, 2012 - Jan 14, 2015
-35.39%
Jul 31, 2018 - Oct 29, 2019
#4-29.41%
Nov 29, 2024 - Apr 9, 2026
-32.01%
Sep 5, 2014 - Oct 29, 2015
#5-26.52%
Oct 31, 2007 - Jun 19, 2008
-32.01%
Jun 8, 2022 - Nov 11, 2022
#6-24.07%
Mar 13, 2020 - Apr 8, 2020
-21.12%
Nov 24, 2015 - Sep 18, 2017
#7-23.03%
Aug 2, 2010 - May 31, 2011
-20.68%
Apr 13, 2012 - Jul 18, 2012
#8-21.48%
May 11, 2007 - Oct 18, 2007
-20.10%
Mar 28, 2013 - Nov 27, 2013
#9-21.17%
Jul 6, 2016 - Apr 10, 2017
-17.37%
Nov 22, 2022 - Jul 28, 2023
#10-21.06%
Sep 11, 2017 - Aug 3, 2018
-17.28%
Mar 27, 2026 - Apr 20, 2026
#11-20.98%
Apr 20, 2006 - Aug 16, 2006
-15.56%
Jan 23, 2018 - Apr 16, 2018
#12-20.71%
Aug 4, 2020 - Jun 7, 2021
-12.14%
Sep 12, 2023 - Nov 30, 2023
#13-20.51%
Jul 6, 2011 - Oct 24, 2011
-9.55%
Jan 9, 2014 - Mar 6, 2014
#14-16.68%
Aug 28, 2018 - Apr 2, 2019
-9.39%
Nov 6, 2012 - Nov 27, 2012
#15-16.20%
Sep 2, 2021 - Nov 29, 2021
-9.30%
May 21, 2018 - Jul 30, 2018

Correlation

Correlation between DLR and PSX is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2004 - 2026)

DLR vs PSX dividend yield comparison.

YearDLRPSX
20260.62%0.74%
20253.15%3.68%
20242.75%3.95%
20233.63%3.15%
20224.87%3.68%
20212.62%5.00%
20203.21%5.15%
20193.61%3.14%
20183.79%3.60%
20173.27%2.70%
20163.58%2.84%
20154.50%2.67%
20145.01%2.64%
20136.35%1.72%
20124.30%0.85%
20114.08%0.00%
20103.92%0.00%
20092.92%0.00%
20083.84%0.00%
20073.05%0.00%
20063.16%0.00%
20054.40%0.00%
20041.16%0.00%

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