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NWG vs PSX

Comparison between NatWest Group Plc (NWG, Company) and Phillips 66 (PSX, Company).

NWG is from the Financial Services sector, while PSX is from the Energy sector.

5-Year PerformanceNWG has outperformed PSX, delivering a return of +32.5% compared to +19.0%

NWG vs PSX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NWG
$67B
PSX
$67B
Max Drawdown
NWG
98.90%
Winner
PSX
65.87%
Sharpe Ratio
NWG
0.80
Winner
PSX
1.10
5Y Beta
NWG
1.03
Winner
PSX
0.74
Industry
NWG
Banks - Regional
PSX
Oil & Gas Refining & Marketing
P/E Ratio
Winner
NWG
8.69
PSX
39.65
Forward P/E
Winner
NWG
9.12
PSX
11.14
PEG Ratio
NWG
0.23
PSX
N/A
Dividend Yield
Winner
NWG
5.23%
PSX
2.83%
5Y Dividends CAGR
Winner
NWG
31.43%
PSX
17.86%
5Y EPS CAGR
NWG
N/A
PSX
-15.36%
Debt to Equity
NWG
116.10%
Winner
PSX
29.61%
Free Cash Flow Yield
Winner
NWG
24.64%
PSX
3.76%
P/S Ratio
NWG
4.16
PSX
N/A
P/B Ratio
NWG
1.01
PSX
N/A

NWG vs PSX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NWG
+9.68%
PSX
-7.60%
3M
Winner
NWG
+14.58%
PSX
-3.14%
6M
NWG
+2.22%
Winner
PSX
+30.63%
1Y
NWG
+25.86%
Winner
PSX
+37.67%
5Y(CAGR)
Winner
NWG
+32.49%
PSX
+19.01%
10Y(CAGR)
Winner
NWG
+15.69%
PSX
+11.92%
Max(CAGR)
NWG
-7.44%
Winner
PSX
+15.64%

NWG vs PSX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearNWGPSX
2026-1.68%+29.19%
2025+84.05%+17.07%
2024+92.41%-12.36%
2023-5.87%+37.15%
2022+9.19%+43.13%
2021+48.07%+8.59%
2020-25.84%-34.39%
2019+31.49%+31.00%
2018-26.53%-12.81%
2017+34.75%+20.43%
2016-36.51%+11.32%
2015-25.65%+16.17%
2014+8.51%-3.92%
2013+3.00%+42.54%
2012+63.24%+57.93%
2011-49.32%N/A
2010+18.12%N/A
2009-40.87%N/A
2008-84.23%N/A
2007-17.05%N/A

NWG vs PSX Drawdown Comparison

The maximum drawdown for NWG was -97.62%, occurring on Sep 21, 2020. This drawdown has not yet recovered.

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

The current NWG drawdown is -76.70%. The current PSX drawdown is -11.14%.

RankNWGPSX
#1-97.62%
Oct 31, 2007 - Sep 21, 2020
-64.21%
Nov 8, 2019 - Jun 6, 2022
#2-2.69%
Oct 18, 2007 - Oct 26, 2007
-44.36%
Apr 3, 2024 - Mar 4, 2026
#3-1.93%
Oct 29, 2007 - Oct 31, 2007
-35.39%
Jul 31, 2018 - Oct 29, 2019
#4N/A-32.01%
Sep 5, 2014 - Oct 29, 2015
#5N/A-32.01%
Jun 8, 2022 - Nov 11, 2022
#6N/A-21.12%
Nov 24, 2015 - Sep 18, 2017
#7N/A-20.68%
Apr 13, 2012 - Jul 18, 2012
#8N/A-20.10%
Mar 28, 2013 - Nov 27, 2013
#9N/A-17.37%
Nov 22, 2022 - Jul 28, 2023
#10N/A-17.28%
Mar 27, 2026 - Apr 20, 2026
#11N/A-15.56%
Jan 23, 2018 - Apr 16, 2018
#12N/A-12.14%
Sep 12, 2023 - Nov 30, 2023
#13N/A-9.55%
Jan 9, 2014 - Mar 6, 2014
#14N/A-9.39%
Nov 6, 2012 - Nov 27, 2012
#15N/A-9.30%
May 21, 2018 - Jul 30, 2018

Correlation

Correlation between NWG and PSX is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (2008 - 2026)

NWG vs PSX dividend yield comparison.

YearNWGPSX
20263.70%1.53%
20253.69%3.68%
20244.36%3.95%
20239.42%3.15%
202211.58%3.68%
20212.74%5.00%
20204.59%5.15%
20199.75%3.14%
20180.91%3.60%
20170.00%2.70%
20160.00%2.84%
20150.00%2.67%
20140.00%2.64%
20130.00%1.72%
20120.00%0.85%
2008406.86%0.00%

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