CHE vs CMSC

Comparison between Chemed Corp (CHE, Company) and CMS Energy Corporation (CMSC, Company).

CHE is from the Healthcare sector, while CMSC is from the Utilities sector.

5-Year PerformanceCMSC has outperformed CHE, delivering a return of +1.7% compared to +1.3%

CHE vs CMSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHE(COMPANY)	CMSC(COMPANY)
Market Cap	$6.89B	$6.89B
Max Drawdown	54.57%	33.40%
Sharpe Ratio	0.39	-0.04
5Y Beta	0.25	0.16
Industry	Medical Care Facilities	Multiline Utilities
P/E Ratio	28.26	6.15
Forward P/E	20.70	N/A
PEG Ratio	2.07	0.99
Dividend Yield	0.46%	6.65%
5Y Dividends CAGR	16.35%	4.57%
5Y EPS CAGR	7.17%	3.94%
Debt to Equity	10.75%	199.20%
Free Cash Flow Yield	5.48%	-53.87%
P/S Ratio	2.63	N/A
P/B Ratio	7.89	N/A

Market Cap

CHE

$6.89B

Winner

CMSC

$6.89B

Max Drawdown

CHE

54.57%

Winner

CMSC

33.40%

Sharpe Ratio

Winner

CHE

0.39

CMSC

-0.04

5Y Beta

CHE

0.25

Winner

CMSC

0.16

Industry

CHE

Medical Care Facilities

CMSC

Multiline Utilities

P/E Ratio

CHE

28.26

Winner

CMSC

6.15

Forward P/E

CHE

20.70

CMSC

N/A

PEG Ratio

CHE

2.07

Winner

CMSC

0.99

Dividend Yield

CHE

0.46%

Winner

CMSC

6.65%

5Y Dividends CAGR

Winner

CHE

16.35%

CMSC

4.57%

5Y EPS CAGR

Winner

CHE

7.17%

CMSC

3.94%

Debt to Equity

Winner

CHE

10.75%

CMSC

199.20%

Free Cash Flow Yield

Winner

CHE

5.48%

CMSC

-53.87%

P/S Ratio

CHE

2.63

CMSC

N/A

P/B Ratio

CHE

7.89

CMSC

N/A

CHE vs CMSC - Historical Returns

Returns include dividend reinvestment.

Period	CHE	CMSC
1 month	+13.17%	+0.04%
3 months	+31.41%	-3.45%
6 months	+12.79%	-5.31%
1 year	+8.41%	+3.47%
5 years(CAGR)	+1.29%	+1.73%
10 years(CAGR)	+13.84%	N/A
Max(CAGR)	+14.98%	+4.02%

Winner

CHE

+13.17%

CMSC

+0.04%

Winner

CHE

+31.41%

CMSC

-3.45%

Winner

CHE

+12.79%

CMSC

-5.31%

Winner

CHE

+8.41%

CMSC

+3.47%

5Y(CAGR)

CHE

+1.29%

Winner

CMSC

+1.73%

10Y(CAGR)

CHE

+13.84%

CMSC

N/A

Max(CAGR)

Winner

CHE

+14.98%

CMSC

+4.02%

CHE vs CMSC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CHE	CMSC
2026	+18.90%	-1.75%
2025	-18.59%	+3.88%
2024	-9.08%	-0.89%
2023	+15.69%	+17.46%
2022	-2.86%	-11.50%
2021	+0.38%	-0.02%
2020	+21.18%	+10.47%
2019	+59.29%	+16.28%
2018	+15.13%	-3.45%
2017	+50.72%	N/A
2016	+10.09%	N/A
2015	+43.71%	N/A
2014	+42.36%	N/A
2013	+9.35%	N/A
2012	+32.41%	N/A
2011	-19.29%	N/A
2010	+29.93%	N/A
2009	+20.74%	N/A
2008	-26.70%	N/A
2007	+47.57%	N/A
2006	-28.78%	N/A
2005	+51.19%	N/A
2004	+38.29%	N/A
2003	+30.10%	N/A
2002	+5.60%	N/A
2001	+2.17%	N/A
2000	+20.85%	N/A
1999	-1.72%	N/A

CHE vs CMSC Drawdown Comparison

The maximum drawdown for CHE was -54.29%, occurring on Oct 10, 2008. Recovery took 955 trading sessions.

The maximum drawdown for CMSC was -32.28%, occurring on Mar 18, 2020. Recovery took 208 trading sessions.

The current CHE drawdown is -22.01%. The current CMSC drawdown is -6.14%.

Rank	CHE	CMSC
#1	-54.29% Jul 12, 2007 - Apr 26, 2011	-32.28% Sep 27, 2019 - Jul 27, 2020
#2	-50.93% Apr 20, 2006 - May 7, 2007	-17.19% Jun 22, 2021 - Nov 30, 2023
#3	-42.88% Mar 19, 2024 - Mar 27, 2026	-10.25% Sep 10, 2024 - Aug 25, 2025
#4	-35.92% Feb 10, 2004 - Dec 29, 2004	-7.07% Feb 20, 2026 - Mar 31, 2026
#5	-32.50% May 10, 2011 - Sep 14, 2012	-6.62% Dec 31, 2020 - Jun 17, 2021
#6	-31.11% Jan 18, 2001 - Apr 17, 2002	-5.54% Jan 31, 2019 - Apr 1, 2019
#7	-30.63% Feb 19, 2020 - Aug 6, 2020	-5.37% Oct 27, 2025 - Feb 18, 2026
#8	-26.54% Jan 25, 2021 - Apr 11, 2023	-5.03% Nov 8, 2018 - Jan 28, 2019
#9	-24.18% May 14, 2002 - May 30, 2003	-4.25% Mar 21, 2024 - Aug 14, 2024
#10	-21.87% May 2, 2013 - Feb 18, 2014	-3.95% Sep 4, 2019 - Sep 23, 2019
#11	-20.43% Dec 1, 2015 - Dec 15, 2016	-3.59% Aug 14, 2020 - Oct 30, 2020
#12	-20.03% May 18, 2018 - May 6, 2019	-2.35% Jul 30, 2019 - Aug 20, 2019
#13	-16.23% Jul 8, 2003 - Dec 19, 2003	-1.70% Sep 17, 2025 - Oct 17, 2025
#14	-16.13% Nov 2, 1999 - Dec 22, 1999	-1.57% Nov 16, 2020 - Dec 9, 2020
#15	-15.51% Aug 7, 2015 - Oct 27, 2015	-1.40% Dec 14, 2023 - Dec 27, 2023

Correlation

Correlation between CHE and CMSC is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (1999 - 2026)

CHE vs CMSC dividend yield comparison.

Year	CHE	CMSC
2026	0.24%	3.38%
2025	0.51%	6.48%
2024	0.34%	6.41%
2023	0.27%	5.93%
2022	0.29%	6.62%
2021	0.26%	5.49%
2020	0.25%	5.17%
2019	0.28%	5.48%
2018	0.41%	0.00%
2017	0.44%	0.00%
2016	0.62%	0.00%
2015	0.61%	0.00%
2014	0.79%	0.00%
2013	0.99%	0.00%
2012	0.99%	0.00%
2011	1.17%	0.00%
2010	0.82%	0.00%
2009	0.75%	0.00%
2008	0.60%	0.00%
2007	0.43%	0.00%
2006	0.65%	0.00%
2005	0.48%	0.00%
2004	0.72%	0.00%
2003	1.04%	0.00%
2002	1.27%	0.00%
2001	1.30%	0.00%
2000	1.19%	0.00%
1999	1.85%	0.00%