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PSX vs DLR

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

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

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

PSX vs DLR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PSX vs DLR - Historical Returns

Returns include dividend reinvestment.

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

PSX vs DLR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

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

PSX vs DLR Drawdown Comparison

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

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

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

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

Correlation

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

0.80
-101

Dividend Comparison (2004 - 2026)

PSX vs DLR dividend yield comparison.

YearPSXDLR
20260.74%0.62%
20253.68%3.15%
20243.95%2.75%
20233.15%3.63%
20223.68%4.87%
20215.00%2.62%
20205.15%3.21%
20193.14%3.61%
20183.60%3.79%
20172.70%3.27%
20162.84%3.58%
20152.67%4.50%
20142.64%5.01%
20131.72%6.35%
20120.85%4.30%
20110.00%4.08%
20100.00%3.92%
20090.00%2.92%
20080.00%3.84%
20070.00%3.05%
20060.00%3.16%
20050.00%4.40%
20040.00%1.16%

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