CMS-P-C vs MC

Comparison between CMS Energy Corporation (CMS-P-C, Company) and Moelis & Co - Class A (MC, Company).

5-Year PerformanceMC has outperformed CMS-P-C, delivering a return of +7.4% compared to -3.0%

CMS-P-C vs MC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMS-P-C(COMPANY)	MC(COMPANY)
Market Cap	$5.18B	$5.19B
Max Drawdown	36.93%	64.41%
Sharpe Ratio	-0.44	0.03
5Y Beta	0.22	1.53
Industry	N/A	Capital Markets
P/E Ratio	4.63	22.73
Forward P/E	N/A	20.41
PEG Ratio	0.74	1.71
Dividend Yield	N/A	3.86%
5Y Dividends CAGR	N/A	-14.64%
5Y EPS CAGR	3.94%	-9.31%
Debt to Equity	199.20%	54.85%
Free Cash Flow Yield	-71.59%	8.04%
P/S Ratio	N/A	3.56
P/B Ratio	N/A	10.47

Market Cap

CMS-P-C

$5.18B

Winner

$5.19B

Max Drawdown

Winner

CMS-P-C

36.93%

64.41%

Sharpe Ratio

CMS-P-C

-0.44

Winner

0.03

5Y Beta

Winner

CMS-P-C

0.22

1.53

Industry

CMS-P-C

N/A

Capital Markets

P/E Ratio

Winner

CMS-P-C

4.63

22.73

Forward P/E

CMS-P-C

N/A

20.41

PEG Ratio

Winner

CMS-P-C

0.74

1.71

Dividend Yield

CMS-P-C

N/A

3.86%

5Y Dividends CAGR

CMS-P-C

N/A

-14.64%

5Y EPS CAGR

Winner

CMS-P-C

3.94%

-9.31%

Debt to Equity

CMS-P-C

199.20%

Winner

54.85%

Free Cash Flow Yield

CMS-P-C

-71.59%

Winner

8.04%

P/S Ratio

CMS-P-C

N/A

3.56

P/B Ratio

CMS-P-C

N/A

10.47

CMS-P-C vs MC - Historical Returns

Returns include dividend reinvestment.

Period	CMS-P-C	MC
1 month	-0.36%	-4.60%
3 months	-2.34%	+5.32%
6 months	-3.60%	-7.16%
1 year	-2.08%	-1.14%
5 years(CAGR)	-3.04%	+7.38%
10 years(CAGR)	N/A	+17.57%
Max(CAGR)	-2.75%	+15.57%

Winner

CMS-P-C

-0.36%

-4.60%

CMS-P-C

-2.34%

Winner

+5.32%

Winner

CMS-P-C

-3.60%

-7.16%

CMS-P-C

-2.08%

Winner

-1.14%

5Y(CAGR)

CMS-P-C

-3.04%

Winner

+7.38%

10Y(CAGR)

CMS-P-C

N/A

+17.57%

Max(CAGR)

CMS-P-C

-2.75%

Winner

+15.57%

CMS-P-C vs MC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CMS-P-C	MC
2026	-3.49%	-4.52%
2025	-1.03%	-3.58%
2024	-0.99%	+38.29%
2023	+17.04%	+52.46%
2022	-25.00%	-35.28%
2021	+1.60%	+51.49%
2020	N/A	+60.40%
2019	N/A	-2.44%
2018	N/A	-23.43%
2017	N/A	+51.96%
2016	N/A	+33.42%
2015	N/A	-14.40%
2014	N/A	+39.19%

CMS-P-C vs MC Drawdown Comparison

The maximum drawdown for CMS-P-C was -32.69%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

The maximum drawdown for MC was -58.34%, occurring on Mar 18, 2020. Recovery took 647 trading sessions.

The current CMS-P-C drawdown is -14.99%. The current MC drawdown is -12.84%.

Rank	CMS-P-C	MC
#1	-32.69% Jul 23, 2021 - Nov 2, 2022	-58.34% Jun 20, 2018 - Jan 14, 2021
#2	-0.47% Jul 15, 2021 - Jul 23, 2021	-53.05% Nov 5, 2021 - Jul 16, 2024
#3	-0.08% Jul 9, 2021 - Jul 13, 2021	-39.32% Feb 6, 2025 - Apr 8, 2025
#4	N/A	-31.77% Jan 2, 2015 - Dec 15, 2016
#5	N/A	-17.00% Aug 29, 2014 - Nov 13, 2014
#6	N/A	-14.66% Jun 23, 2014 - Aug 29, 2014
#7	N/A	-12.95% Jul 30, 2024 - Sep 17, 2024
#8	N/A	-12.14% Nov 6, 2024 - Feb 6, 2025
#9	N/A	-11.76% Jul 25, 2017 - Oct 20, 2017
#10	N/A	-10.97% Nov 13, 2014 - Dec 23, 2014
#11	N/A	-10.63% Mar 20, 2018 - Apr 24, 2018
#12	N/A	-10.55% Jan 15, 2021 - Feb 19, 2021
#13	N/A	-10.04% Mar 17, 2021 - Jun 24, 2021
#14	N/A	-9.95% Mar 16, 2017 - Apr 24, 2017
#15	N/A	-9.27% Apr 24, 2017 - Jun 13, 2017

Correlation

Correlation between CMS-P-C and MC is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2014 - 2026)

CMS-P-C vs MC dividend yield comparison.

Year	CMS-P-C	MC
2026	3.17%	1.95%
2025	6.02%	3.78%
2024	5.61%	3.25%
2023	5.28%	4.28%
2022	5.94%	6.25%
2021	2.28%	10.88%
2020	0.00%	8.88%
2019	0.00%	10.18%
2018	0.00%	14.19%
2017	0.00%	5.11%
2016	0.00%	9.71%
2015	0.00%	3.43%
2014	0.00%	4.01%