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PSX vs NWG

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

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

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

PSX vs NWG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PSX vs NWG - Historical Returns

Returns include dividend reinvestment.

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

PSX vs NWG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

PSX vs NWG Drawdown Comparison

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

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

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

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

Correlation

Correlation between PSX and NWG 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)

PSX vs NWG dividend yield comparison.

YearPSXNWG
20261.53%3.70%
20253.68%3.69%
20243.95%4.36%
20233.15%9.42%
20223.68%11.58%
20215.00%2.74%
20205.15%4.59%
20193.14%9.75%
20183.60%0.91%
20172.70%0.00%
20162.84%0.00%
20152.67%0.00%
20142.64%0.00%
20131.72%0.00%
20120.85%0.00%
20080.00%406.86%

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