AXS vs CMSD

Comparison between Axis Capital Holdings Ltd (AXS, Company) and CMS Energy Corporation (CMSD, Company).

AXS is from the Financial Services sector, while CMSD is from the Utilities sector.

5-Year PerformanceAXS has outperformed CMSD, delivering a return of +15.1% compared to +2.6%

AXS vs CMSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AXS(COMPANY)	CMSD(COMPANY)
Market Cap	$7.07B	$7.06B
Max Drawdown	57.17%	34.37%
Sharpe Ratio	-0.27	0.80
5Y Beta	0.48	0.16
Industry	Insurance - Specialty	Multiline Utilities
P/E Ratio	6.76	6.30
Forward P/E	7.15	N/A
PEG Ratio	0.21	1.01
Dividend Yield	1.78%	5.77%
5Y Dividends CAGR	5.79%	4.45%
5Y EPS CAGR	45.92%	3.94%
Debt to Equity	0.00%	199.20%
Free Cash Flow Yield	2.40%	-52.60%
P/S Ratio	1.05	N/A
P/B Ratio	1.21	N/A

Market Cap

Winner

AXS

$7.07B

CMSD

$7.06B

Max Drawdown

AXS

57.17%

Winner

CMSD

34.37%

Sharpe Ratio

AXS

-0.27

Winner

CMSD

0.80

5Y Beta

AXS

0.48

Winner

CMSD

0.16

Industry

AXS

Insurance - Specialty

CMSD

Multiline Utilities

P/E Ratio

AXS

6.76

Winner

CMSD

6.30

Forward P/E

AXS

7.15

CMSD

N/A

PEG Ratio

Winner

AXS

0.21

CMSD

1.01

Dividend Yield

AXS

1.78%

Winner

CMSD

5.77%

5Y Dividends CAGR

Winner

AXS

5.79%

CMSD

4.45%

5Y EPS CAGR

Winner

AXS

45.92%

CMSD

3.94%

Debt to Equity

Winner

AXS

0.00%

CMSD

199.20%

Free Cash Flow Yield

Winner

AXS

2.40%

CMSD

-52.60%

P/S Ratio

AXS

1.05

CMSD

N/A

P/B Ratio

AXS

1.21

CMSD

N/A

AXS vs CMSD - Historical Returns

Returns include dividend reinvestment.

Period	AXS	CMSD
1 month	-3.10%	+0.93%
3 months	-10.83%	-0.53%
6 months	-6.37%	+1.36%
1 year	-5.83%	+10.25%
5 years(CAGR)	+15.14%	+2.63%
10 years(CAGR)	+8.66%	N/A
Max(CAGR)	+8.60%	+4.49%

AXS

-3.10%

Winner

CMSD

+0.93%

AXS

-10.83%

Winner

CMSD

-0.53%

AXS

-6.37%

Winner

CMSD

+1.36%

AXS

-5.83%

Winner

CMSD

+10.25%

5Y(CAGR)

Winner

AXS

+15.14%

CMSD

+2.63%

10Y(CAGR)

AXS

+8.66%

CMSD

N/A

Max(CAGR)

Winner

AXS

+8.60%

CMSD

+4.49%

AXS vs CMSD - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	AXS	CMSD
2026	-8.56%	+0.20%
2025	+22.60%	+5.06%
2024	+64.18%	-0.92%
2023	+4.20%	+16.72%
2022	+3.43%	-11.47%
2021	+14.90%	+2.71%
2020	-11.87%	+5.14%
2019	+19.58%	+13.65%
2018	+7.82%	N/A
2017	-21.14%	N/A
2016	+19.76%	N/A
2015	+13.89%	N/A
2014	+12.07%	N/A
2013	+37.17%	N/A
2012	+13.28%	N/A
2011	-8.67%	N/A
2010	+29.09%	N/A
2009	-1.92%	N/A
2008	-23.35%	N/A
2007	+18.41%	N/A
2006	+8.12%	N/A
2005	+16.38%	N/A
2004	-5.94%	N/A
2003	+15.20%	N/A

AXS vs CMSD Drawdown Comparison

The maximum drawdown for AXS was -55.92%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The maximum drawdown for CMSD was -33.33%, occurring on Mar 18, 2020. Recovery took 114 trading sessions.

The current AXS drawdown is -12.33%. The current CMSD drawdown is -2.84%.

Rank	AXS	CMSD
#1	-55.92% Dec 7, 2007 - Oct 16, 2012	-33.33% Feb 11, 2020 - Jul 24, 2020
#2	-49.32% Sep 26, 2019 - Jan 26, 2023	-17.55% Nov 9, 2021 - Dec 1, 2023
#3	-30.74% Mar 1, 2017 - Sep 23, 2019	-10.96% Sep 10, 2024 - Aug 22, 2025
#4	-27.36% Jan 23, 2004 - Dec 23, 2005	-7.75% Oct 23, 2025 - Mar 31, 2026
#5	-18.54% Jan 26, 2023 - Feb 15, 2024	-5.72% Sep 30, 2019 - Dec 18, 2019
#6	-18.34% Jan 10, 2006 - Aug 17, 2006	-5.41% Dec 30, 2020 - Apr 6, 2021
#7	-16.76% Jul 15, 2003 - Nov 25, 2003	-4.50% Mar 21, 2024 - Aug 16, 2024
#8	-16.74% Jun 6, 2025 - Dec 15, 2025	-3.65% Aug 18, 2020 - Oct 23, 2020
#9	-14.95% Jul 5, 2007 - Oct 11, 2007	-3.29% Jun 18, 2021 - Nov 8, 2021
#10	-13.98% Nov 14, 2013 - Nov 4, 2014	-3.26% Apr 7, 2021 - Jun 4, 2021
#11	-13.69% Apr 2, 2025 - May 9, 2025	-2.57% Oct 23, 2020 - Nov 16, 2020
#12	-13.18% Jul 15, 2013 - Nov 6, 2013	-2.36% Sep 19, 2025 - Oct 23, 2025
#13	-12.33% Dec 23, 2025 - May 29, 2026	-2.27% Jul 27, 2020 - Aug 14, 2020
#14	-12.23% Aug 3, 2015 - Nov 3, 2016	-2.25% Jan 3, 2020 - Feb 6, 2020
#15	-11.57% Oct 12, 2007 - Dec 6, 2007	-2.20% Dec 18, 2019 - Jan 3, 2020

Correlation

Correlation between AXS and CMSD is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2003 - 2026)

AXS vs CMSD dividend yield comparison.

Year	AXS	CMSD
2026	0.46%	3.21%
2025	1.64%	6.34%
2024	1.99%	6.35%
2023	3.18%	5.88%
2022	3.19%	6.54%
2021	3.10%	5.49%
2020	3.27%	3.96%
2019	2.71%	4.20%
2018	3.04%	0.00%
2017	3.04%	0.00%
2016	2.19%	0.00%
2015	2.17%	0.00%
2014	2.15%	0.00%
2013	2.14%	0.00%
2012	2.80%	0.00%
2011	2.91%	0.00%
2010	2.40%	0.00%
2009	2.85%	0.00%
2008	2.59%	0.00%
2007	1.74%	0.00%
2006	1.84%	0.00%
2005	1.92%	0.00%
2004	1.83%	0.00%
2003	0.48%	0.00%