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TDG vs PSX

Comparison between Transdigm Group Incorporated (TDG, Company) and Phillips 66 (PSX, Company).

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

5-Year PerformancePSX has outperformed TDG, delivering a return of +22.7% compared to +18.7%

TDG vs PSX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
TDG
$75B
Winner
PSX
$76B
Max Drawdown
Winner
TDG
62.64%
PSX
65.87%
Sharpe Ratio
TDG
-0.33
Winner
PSX
1.40
5Y Beta
TDG
0.77
Winner
PSX
0.74
Industry
TDG
Aerospace & Defense
PSX
Oil & Gas Refining & Marketing
P/E Ratio
Winner
TDG
38.64
PSX
44.82
Forward P/E
TDG
29.59
Winner
PSX
11.57
PEG Ratio
TDG
3.28
Winner
PSX
1.04
Dividend Yield
Winner
TDG
6.27%
PSX
2.72%
5Y Dividends CAGR
Winner
TDG
38.39%
PSX
17.86%
5Y EPS CAGR
Winner
TDG
18.45%
PSX
-15.36%
Debt to Equity
Winner
TDG
-334.06%
PSX
29.61%
Free Cash Flow Yield
TDG
2.45%
Winner
PSX
3.33%
P/S Ratio
TDG
7.83
Winner
PSX
0.56
P/B Ratio
TDG
9.55
Winner
PSX
2.51

TDG vs PSX - Historical Returns

Returns include dividend reinvestment.

1M
TDG
+3.06%
Winner
PSX
+6.04%
3M
TDG
+5.73%
Winner
PSX
+18.68%
6M
TDG
-6.92%
Winner
PSX
+35.57%
1Y
TDG
-9.26%
Winner
PSX
+50.43%
5Y(CAGR)
TDG
+18.74%
Winner
PSX
+22.66%
10Y(CAGR)
Winner
TDG
+22.57%
PSX
+13.96%
Max(CAGR)
Winner
TDG
+27.81%
PSX
+16.66%

TDG vs PSX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearTDGPSX
2026-4.63%+47.61%
2025+13.35%+17.07%
2024+34.79%-12.36%
2023+67.57%+37.15%
2022+0.91%+43.13%
2021+8.27%+8.59%
2020+9.06%-34.39%
2019+84.51%+31.00%
2018+23.61%-12.81%
2017+18.86%+20.43%
2016+18.30%+11.32%
2015+15.52%+16.17%
2014+41.39%-3.92%
2013+32.88%+42.54%
2012+59.13%+57.93%
2011+29.74%N/A
2010+45.77%N/A
2009+66.41%N/A
2008-25.63%N/A
2007+77.76%N/A
2006+10.00%N/A

TDG vs PSX Drawdown Comparison

The maximum drawdown for TDG was -62.64%, occurring on Mar 18, 2020. Recovery took 341 trading sessions.

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

The current TDG drawdown is -14.55%.

RankTDGPSX
#1-62.64%
Jan 23, 2020 - Jun 1, 2021
-64.21%
Nov 8, 2019 - Jun 6, 2022
#2-51.70%
Nov 26, 2007 - Oct 14, 2009
-44.36%
Apr 3, 2024 - Mar 4, 2026
#3-25.28%
Jul 30, 2025 - Mar 30, 2026
-35.39%
Jul 31, 2018 - Oct 29, 2019
#4-25.01%
Nov 9, 2021 - Jan 11, 2023
-32.01%
Sep 5, 2014 - Oct 29, 2015
#5-23.35%
Aug 17, 2015 - May 10, 2016
-32.01%
Jun 8, 2022 - Nov 11, 2022
#6-22.99%
Nov 8, 2016 - Jun 8, 2017
-21.12%
Nov 24, 2015 - Sep 18, 2017
#7-21.41%
Jul 6, 2011 - Nov 3, 2011
-20.68%
Apr 13, 2012 - Jul 18, 2012
#8-16.90%
Jul 31, 2018 - Jan 29, 2019
-20.10%
Mar 28, 2013 - Nov 27, 2013
#9-16.34%
Jun 2, 2006 - Dec 12, 2006
-17.37%
Nov 22, 2022 - Jul 28, 2023
#10-15.54%
Jul 17, 2007 - Sep 25, 2007
-17.28%
Mar 27, 2026 - Jul 8, 2026
#11-14.30%
Jun 23, 2021 - Nov 9, 2021
-15.56%
Jan 23, 2018 - Apr 16, 2018
#12-14.09%
Apr 22, 2010 - Aug 10, 2010
-12.14%
Sep 12, 2023 - Nov 30, 2023
#13-12.74%
Oct 14, 2024 - Apr 30, 2025
-9.55%
Jan 9, 2014 - Mar 6, 2014
#14-12.61%
Apr 16, 2007 - Jun 15, 2007
-9.39%
Nov 6, 2012 - Nov 27, 2012
#15-11.86%
Oct 14, 2009 - Dec 2, 2009
-9.30%
May 21, 2018 - Jul 30, 2018

Correlation

Correlation between TDG and PSX is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2009 - 2026)

TDG vs PSX dividend yield comparison.

YearTDGPSX
20260.00%1.34%
20256.77%3.68%
20245.92%3.95%
20233.46%3.15%
20222.94%3.68%
20210.00%5.00%
20200.00%5.15%
201911.16%3.14%
20180.00%3.60%
20178.01%2.70%
20169.64%2.84%
20150.00%2.67%
201412.73%2.64%
201313.66%1.72%
20129.42%0.85%
200916.11%0.00%

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