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PSX vs UPS

Comparison between Phillips 66 (PSX, Company) and United Parcel Service Inc - Class B (UPS, Company).

PSX is from the Energy sector, while UPS is from the Industrials sector.

5-Year PerformancePSX has outperformed UPS, delivering a return of +34.6% compared to -7.7%

PSX vs UPS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PSX
$90B
UPS
$88B
Max Drawdown
PSX
65.87%
Winner
UPS
64.42%
Sharpe Ratio
Winner
PSX
2.31
UPS
0.78
5Y Beta
Winner
PSX
0.71
UPS
0.75
Industry
PSX
Oil & Gas Refining & Marketing
UPS
Integrated Freight & Logistics
P/E Ratio
Winner
PSX
17.91
UPS
21.71
Forward P/E
Winner
PSX
12.89
UPS
14.16
PEG Ratio
Winner
PSX
0.17
UPS
1.63
Dividend Yield
PSX
2.04%
Winner
UPS
6.38%
5Y Dividends CAGR
PSX
11.52%
Winner
UPS
15.10%
5Y EPS CAGR
Winner
PSX
8.51%
UPS
-7.32%
Debt to Equity
PSX
5.70%
Winner
UPS
4.21%
Free Cash Flow Yield
Winner
PSX
9.87%
UPS
6.17%
P/S Ratio
Winner
PSX
0.62
UPS
0.99
P/B Ratio
Winner
PSX
2.73
UPS
5.91

PSX vs UPS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PSX
+15.01%
UPS
-10.91%
3M
Winner
PSX
+40.27%
UPS
+5.50%
6M
Winner
PSX
+59.15%
UPS
-9.68%
1Y
Winner
PSX
+100.93%
UPS
+26.28%
5Y(CAGR)
Winner
PSX
+34.60%
UPS
-7.74%
10Y(CAGR)
Winner
PSX
+16.45%
UPS
+3.20%
Max(CAGR)
Winner
PSX
+18.57%
UPS
+4.51%

PSX vs UPS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSXUPS
2026+89.84%+5.85%
2025+17.07%-14.41%
2024-12.36%-16.57%
2023+37.15%-6.72%
2022+43.13%-15.94%
2021+8.59%+33.67%
2020-34.39%+49.04%
2019+31.00%+24.62%
2018-12.81%-18.57%
2017+20.43%+6.73%
2016+11.32%+24.51%
2015+16.17%-10.29%
2014-3.92%+10.52%
2013+42.54%+41.58%
2012+57.93%+2.48%
2011N/A+3.36%
2010N/A+28.47%
2009N/A+5.93%
2008N/A-17.99%
2007N/A-3.48%
2006N/A+1.22%
2005N/A-10.03%
2004N/A+17.82%
2003N/A+18.18%
2002N/A+17.27%
2001N/A-2.04%
2000N/A-11.35%
1999N/A+1.55%

PSX vs UPS Drawdown Comparison

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

The maximum drawdown for UPS was -57.96%, occurring on Sep 25, 2025. This drawdown has not yet recovered.

The current PSX drawdown is -0.25%. The current UPS drawdown is -44.62%.

RankPSXUPS
#1-64.21%
Nov 8, 2019 - Jun 6, 2022
-57.96%
Feb 2, 2022 - Sep 25, 2025
#2-44.36%
Apr 3, 2024 - Mar 4, 2026
-51.72%
Dec 9, 2004 - Feb 10, 2011
#3-35.39%
Jul 31, 2018 - Oct 29, 2019
-34.37%
Nov 11, 1999 - Oct 30, 2003
#4-32.01%
Sep 5, 2014 - Oct 29, 2015
-30.78%
Jan 12, 2018 - Jul 29, 2020
#5-32.01%
Jun 8, 2022 - Nov 11, 2022
-20.11%
Jan 22, 2015 - Jul 8, 2016
#6-21.12%
Nov 24, 2015 - Sep 18, 2017
-18.37%
Feb 18, 2011 - Jan 18, 2012
#7-20.68%
Apr 13, 2012 - Jul 18, 2012
-17.14%
May 7, 2021 - Oct 26, 2021
#8-20.10%
Mar 28, 2013 - Nov 27, 2013
-13.04%
Dec 13, 2016 - Sep 15, 2017
#9-17.37%
Nov 22, 2022 - Jul 28, 2023
-12.03%
Mar 19, 2012 - Jan 15, 2013
#10-17.28%
Mar 27, 2026 - Jul 8, 2026
-11.76%
Oct 12, 2020 - Apr 9, 2021
#11-15.56%
Jan 23, 2018 - Apr 16, 2018
-10.91%
Dec 31, 2013 - May 29, 2014
#12-12.14%
Sep 12, 2023 - Nov 30, 2023
-10.69%
Jan 7, 2022 - Feb 1, 2022
#13-9.55%
Jan 9, 2014 - Mar 6, 2014
-10.53%
Oct 26, 2021 - Jan 4, 2022
#14-9.39%
Nov 6, 2012 - Nov 27, 2012
-9.06%
Jul 16, 2014 - Oct 31, 2014
#15-9.30%
May 21, 2018 - Jul 30, 2018
-8.77%
Dec 29, 2003 - Jun 23, 2004

Correlation

Correlation between PSX and UPS is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41
-101

Dividend Comparison (1999 - 2026)

PSX vs UPS dividend yield comparison.

YearPSXUPS
20261.57%4.82%
20253.68%6.61%
20243.95%5.17%
20233.15%4.12%
20223.68%3.50%
20215.00%1.90%
20205.15%2.40%
20193.14%3.28%
20183.60%3.73%
20172.70%2.79%
20162.84%2.72%
20152.67%3.03%
20142.64%2.41%
20131.72%2.36%
20120.85%3.09%
20110.00%2.84%
20100.00%2.59%
20090.00%3.14%
20080.00%3.26%
20070.00%2.38%
20060.00%2.03%
20050.00%1.76%
20040.00%1.31%
20030.00%1.23%
20020.00%1.20%
20010.00%1.39%
20000.00%1.16%
19990.00%0.43%

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