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PSX vs. SHEL: Phillips 66 vs. Shell Stock Comparison

How do Phillips 66 (PSX) and Shell (SHEL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Phillips 66 (PSX) and Shell (SHEL) both belong to the Oil, Gas & Consumable Fuels industry, though PSX is classified under Oil & Gas Refining & Marketing while SHEL falls under Integrated Oil & Gas.

Phillips 66 (PSX) trades as ordinary local shares, while Shell (SHEL) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Phillips 66 (PSX) and Shell (SHEL)
Profile ItemPSXSHEL
NamePhillips 66Shell plc American Depositary Shares (Each representing two Ordinary shares)
Country/RegionUnited StatesUnited Kingdom
GICS SectorEnergyEnergy
GICS Industry GroupEnergyEnergy
GICS IndustryOil, Gas & Consumable FuelsOil, Gas & Consumable Fuels
GICS Sub-IndustryOil & Gas Refining & MarketingIntegrated Oil & Gas
Market Capitalization95.85 billion USD280.59 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateApril 12, 2012March 12, 1984
Security TypeCommon StockADR

Price Performance

Cumulative Growth

PSX
SHEL
GSPC
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Phillips 66 (PSX) vs. Shell (SHEL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Phillips 66 (PSX) and Shell (SHEL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Phillips 66 (PSX) and Shell (SHEL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Phillips 66 (PSX) and Shell (SHEL)
MetricPSXSHEL
Total Return (1Y)88.91%36.30%
Total Return (3Y, Annualized)36.18%19.93%
Total Return (5Y, Annualized)30.83%21.02%

Risk Profile

Drawdown History

PSX
SHEL
GSPC
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Phillips 66 (PSX) vs. Shell (SHEL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Phillips 66 (PSX) and Shell (SHEL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Phillips 66 (PSX) and Shell (SHEL)
MetricPSXSHEL
Volatility (1Y, Annualized)33.42%23.60%
Beta (5Y)0.720.10
Max Drawdown (5Y)-44.37%-25.04%
Avg. Volume (3M)2.92M6.01M

Risk-Adjusted Performance

Risk-Return Positioning

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PSX and SHEL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Phillips 66 (PSX) and Shell (SHEL)
MetricPSXSHEL
Sharpe Ratio (1Y)2.531.36
Sortino Ratio (1Y)3.931.99

Profitability

ROE (TTM)

Phillips 66 (PSX) at 39.84% sits in the top ROE quartile, while Shell (SHEL) at 17.43% is closer to the peer norm — stronger capital efficiency for PSX.

PSX

Energy industry group

39.84%

Max
53.85%
PSX
39.84%
Q3
24.79%
Median
12.85%
Q1
2.03%
Min
-29.09%

SHEL

Energy industry group

17.43%

Max
53.85%
Q3
24.79%
SHEL
17.43%
Median
12.85%
Q1
2.03%
Min
-29.09%
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their ROE against the Energy industry group benchmark.

Net Margin (TTM)

Both Phillips 66 (PSX) at 7.48% and Shell (SHEL) at 10.18% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

PSX

Energy industry group

7.48%

Max
56.92%
Q3
22.92%
Median
10.10%
PSX
7.48%
Q1
0.07%
Min
-27.38%

SHEL

Energy industry group

10.18%

Max
56.92%
Q3
22.92%
SHEL
10.18%
Median
10.10%
Q1
0.07%
Min
-27.38%
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their net margin against the Energy industry group benchmark.

Operating Margin (TTM)

Both Phillips 66 (PSX) at 13.17% and Shell (SHEL) at 18.76% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

PSX

Energy industry group

13.17%

Max
71.31%
Q3
33.75%
Median
18.73%
PSX
13.17%
Q1
6.94%
Min
-24.52%

SHEL

Energy industry group

18.76%

Max
71.31%
Q3
33.75%
SHEL
18.76%
Median
18.73%
Q1
6.94%
Min
-24.52%
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their operating margin against the Energy industry group benchmark.

Profitability Metrics

Profitability metrics for Phillips 66 (PSX) and Shell (SHEL)
MetricPSXSHEL
ROE (TTM)39.84%17.43%
ROA (TTM)10.64%7.67%
Net Margin (TTM)7.48%10.18%
Operating Margin (TTM)13.17%18.76%
Gross Margin (TTM)15.08%26.93%

Growth

Revenue Growth

Shell (SHEL) at -6.13% is around its peer norm for revenue growth, while Phillips 66 (PSX) at -7.53% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Phillips 66 (PSX) at 116.23% sits in the top EPS growth quartile, while Shell (SHEL) at 18.58% is closer to the peer norm — faster per-share earnings growth for PSX.

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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Phillips 66 (PSX) and Shell (SHEL)
MetricPSXSHEL
Revenue Growth (YoY)-7.53%-6.13%
Revenue Growth (3Y CAGR)-8.00%-11.21%
EPS Growth (YoY)116.23%18.58%
EPS Growth (3Y CAGR)-22.60%-19.31%

Financial Strength

Current Ratio (MRQ)

Both Phillips 66 (PSX) at 1.34 and Shell (SHEL) at 1.38 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

PSX

Energy industry group

1.34

Max
3.64
Q3
2.21
Median
1.41
PSX
1.34
Q1
0.88
Min
0.24

SHEL

Energy industry group

1.38

Max
3.64
Q3
2.21
Median
1.41
SHEL
1.38
Q1
0.88
Min
0.24
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their current ratio against the Energy industry group benchmark.

Debt / Equity (MRQ)

Both Phillips 66 (PSX) at 0.52 and Shell (SHEL) at 0.38 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

PSX

Energy industry group

0.52

Max
1.75
Q3
0.93
Median
0.54
PSX
0.52
Q1
0.30
Min
0.00

SHEL

Energy industry group

0.38

Max
1.75
Q3
0.93
Median
0.54
SHEL
0.38
Q1
0.30
Min
0.00
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their debt-to-equity ratio against the Energy industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Phillips 66 (PSX) and Shell (SHEL)
MetricPSXSHEL
Current Ratio (MRQ)1.341.38
Debt / Equity (MRQ)0.520.38
Net Debt / EBITDA0.820.59

Dividends

Dividend Yield (TTM)

Both Phillips 66 (PSX) at 2.03% and Shell (SHEL) at 1.54% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

PSX

Energy industry group

2.03%

Max
8.57%
Q3
3.58%
PSX
2.03%
Median
1.71%
Q1
0.00%
Min
0.00%

SHEL

Energy industry group

1.54%

Max
8.57%
Q3
3.58%
Median
1.71%
SHEL
1.54%
Q1
0.00%
Min
0.00%
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their dividend yield against the Energy industry group benchmark.

Dividend Payout Ratio (TTM)

Both Phillips 66 (PSX) at 16.07% and Shell (SHEL) at 26.24% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

PSX

Energy industry group

16.07%

Max
133.24%
Q3
53.31%
Median
25.24%
PSX
16.07%
Q1
0.00%
Min
0.00%

SHEL

Energy industry group

26.24%

Max
133.24%
Q3
53.31%
SHEL
26.24%
Median
25.24%
Q1
0.00%
Min
0.00%
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their payout ratio against the Energy industry group benchmark.

Dividend Metrics

Dividend metrics for Phillips 66 (PSX) and Shell (SHEL)
MetricPSXSHEL
Dividend Yield (TTM)2.03%1.54%
Dividend Payout Ratio (TTM)16.07%26.24%

Valuation

P/E Ratio (TTM)

Both Phillips 66 (PSX) at 7.88 and Shell (SHEL) at 8.60 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

PSX

Energy industry group

7.88

Max
39.54
Q3
21.72
Median
12.19
PSX
7.88
Q1
7.71
Min
2.99

SHEL

Energy industry group

8.60

Max
39.54
Q3
21.72
Median
12.19
SHEL
8.60
Q1
7.71
Min
2.99
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their P/E ratio against the Energy industry group benchmark.

P/S Ratio (TTM)

Both Phillips 66 (PSX) at 0.57 and Shell (SHEL) at 0.87 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

PSX

Energy industry group

0.57

Max
5.40
Q3
2.85
Median
1.69
Q1
0.88
PSX
0.57
Min
0.00

SHEL

Energy industry group

0.87

Max
5.40
Q3
2.85
Median
1.69
Q1
0.88
SHEL
0.87
Min
0.00
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their P/S ratio against the Energy industry group benchmark.

P/B Ratio (MRQ)

Shell (SHEL) at 1.43 is valued about in line with its industry on P/B ratio, while Phillips 66 (PSX) at 2.79 carries an above-peer premium to book — PSX is pricier on assets.

PSX

Energy industry group

2.79

Max
4.21
PSX
2.79
Q3
2.38
Median
1.51
Q1
1.08
Min
0.01

SHEL

Energy industry group

1.43

Max
4.21
Q3
2.38
Median
1.51
SHEL
1.43
Q1
1.08
Min
0.01
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Phillips 66 (PSX) vs. Shell (SHEL): A comparison of their P/B ratio against the Energy industry group benchmark.

Valuation Metrics

Valuation metrics for Phillips 66 (PSX) and Shell (SHEL)
MetricPSXSHEL
P/E Ratio (TTM)7.888.60
P/S Ratio (TTM)0.570.87
P/B Ratio (MRQ)2.791.43
Free Cash Flow Yield (TTM)9.93%10.35%