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AXIA vs CMS

Comparison between Axia Energia (AXIA, Company) and CMS Energy Corporation (CMS, Company).

Both AXIA and CMS are from the Utilities sector.

5-Year PerformanceAXIA has outperformed CMS, delivering a return of +10.5% compared to +8.7%

AXIA vs CMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AXIA
$24B
Winner
CMS
$24B
Max Drawdown
AXIA
94.99%
Winner
CMS
90.62%
Sharpe Ratio
Winner
AXIA
1.93
CMS
0.59
5Y Beta
AXIA
0.67
Winner
CMS
0.03
Industry
AXIA
Utilities - Renewable
CMS
Utilities - Regulated Electric
P/E Ratio
Winner
AXIA
13.39
CMS
21.09
Forward P/E
AXIA
21.37
Winner
CMS
19.49
PEG Ratio
AXIA
8.74
Winner
CMS
3.38
Dividend Yield
Winner
AXIA
5.04%
CMS
2.98%
5Y Dividends CAGR
Winner
AXIA
26.04%
CMS
5.75%
5Y EPS CAGR
AXIA
-0.22%
Winner
CMS
3.94%
Debt to Equity
Winner
AXIA
61.22%
CMS
199.20%
Free Cash Flow Yield
Winner
AXIA
9.06%
CMS
-15.71%

AXIA vs CMS - Historical Returns

Returns include dividend reinvestment.

1M
AXIA
-3.25%
Winner
CMS
+2.62%
3M
AXIA
-5.19%
Winner
CMS
+2.31%
6M
Winner
AXIA
+14.88%
CMS
+10.77%
1Y
Winner
AXIA
+92.63%
CMS
+13.06%
5Y(CAGR)
Winner
AXIA
+10.54%
CMS
+8.73%
10Y(CAGR)
Winner
AXIA
+17.98%
CMS
+8.84%
Max(CAGR)
AXIA
+4.56%
Winner
CMS
+5.95%

AXIA vs CMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAXIACMS
2026+12.65%+10.28%
2025+121.06%+8.32%
2024-30.23%+16.31%
2023+19.32%-5.83%
2022+40.97%+1.41%
2021-3.97%+12.27%
2020-22.76%+1.51%
2019+26.52%+33.60%
2018+8.92%+9.03%
2017-16.42%+17.27%
2016+427.71%+20.42%
2015-36.45%+6.14%
2014-6.74%+36.99%
2013-15.52%+11.95%
2012-65.62%+16.44%
2011-28.21%+22.83%
2010-35.58%+22.64%
2009+90.99%+56.01%
2008+3.91%-39.46%
2007N/A+4.61%
2006N/A+14.78%
2005N/A+39.65%
2004N/A+21.65%
2003N/A-12.26%
2002N/A-58.14%
2001N/A-16.42%
2000N/A+14.51%
1999N/A-16.13%

AXIA vs CMS Drawdown Comparison

The maximum drawdown for AXIA was -93.61%, occurring on Jan 26, 2016. Recovery took 4037 trading sessions.

The maximum drawdown for CMS was -88.62%, occurring on Mar 11, 2003. Recovery took 3314 trading sessions.

The current AXIA drawdown is -22.41%. The current CMS drawdown is -3.58%.

RankAXIACMS
#1-93.61%
Jan 8, 2010 - Jan 28, 2026
-88.62%
Nov 1, 1999 - Jan 4, 2013
#2-27.55%
Apr 14, 2026 - Jun 8, 2026
-29.55%
Feb 18, 2020 - Mar 3, 2022
#3-17.39%
Oct 14, 2009 - Nov 27, 2009
-27.56%
Apr 6, 2022 - Aug 26, 2024
#4-17.06%
Feb 13, 2009 - Apr 2, 2009
-17.37%
Nov 14, 2017 - Aug 15, 2018
#5-15.57%
Aug 6, 2009 - Oct 14, 2009
-16.46%
Jan 29, 2015 - Jan 27, 2016
#6-14.50%
Feb 26, 2026 - Apr 9, 2026
-13.21%
Jul 6, 2016 - Mar 22, 2017
#7-12.44%
Dec 16, 2008 - Feb 11, 2009
-12.58%
Apr 30, 2013 - Mar 17, 2014
#8-11.32%
Dec 10, 2009 - Jan 8, 2010
-11.47%
Apr 9, 2026 - Jun 3, 2026
#9-10.99%
Nov 26, 2008 - Dec 16, 2008
-9.78%
Dec 13, 2018 - Feb 21, 2019
#10-10.64%
May 8, 2009 - Jun 1, 2009
-9.18%
Oct 23, 2024 - Feb 21, 2025
#11-8.84%
Nov 19, 2008 - Nov 21, 2008
-8.70%
Jun 30, 2014 - Oct 14, 2014
#12-7.65%
Nov 21, 2008 - Nov 26, 2008
-8.51%
Apr 3, 2025 - Oct 15, 2025
#13-6.60%
Jun 11, 2009 - Jun 19, 2009
-8.31%
Nov 28, 2025 - Feb 13, 2026
#14-6.56%
Apr 21, 2009 - Apr 29, 2009
-7.85%
Sep 26, 2019 - Jan 15, 2020
#15-6.14%
Jun 1, 2009 - Jun 11, 2009
-7.80%
Apr 1, 2016 - Jun 3, 2016

Correlation

Correlation between AXIA and CMS is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31
-101

Dividend Comparison (1999 - 2026)

AXIA vs CMS dividend yield comparison.

YearAXIACMS
20260.00%1.49%
20257.19%3.10%
20243.85%3.09%
20230.51%3.36%
20221.89%3.62%
20217.32%2.67%
20204.38%2.67%
20192.21%2.43%
20180.00%2.88%
20170.00%2.81%
20160.00%2.98%
20150.00%3.22%
20146.46%3.11%
20135.50%3.81%
201216.84%3.94%
20114.76%3.80%
20104.24%3.55%
20093.06%3.19%
20080.00%3.56%
20070.00%1.15%
20020.00%11.55%
20010.00%6.08%
20000.00%4.61%
19990.00%1.17%

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