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CMS vs AER

Comparison between CMS Energy Corporation (CMS, Company) and Aercap Holdings N.V. (AER, Company).

CMS is from the Utilities sector, while AER is from the Industrials sector.

5-Year PerformanceAER has outperformed CMS, delivering a return of +19.6% compared to +7.1%

CMS vs AER - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CMS
$23B
AER
$23B
Max Drawdown
Winner
CMS
90.62%
AER
94.38%
Sharpe Ratio
CMS
0.27
Winner
AER
0.73
5Y Beta
Winner
CMS
0.03
AER
0.89
Industry
CMS
Utilities - Regulated Electric
AER
Rental & Leasing Services
P/E Ratio
CMS
20.26
Winner
AER
6.01
Forward P/E
CMS
18.80
Winner
AER
10.12
PEG Ratio
CMS
3.25
Winner
AER
0.06
Dividend Yield
Winner
CMS
3.10%
AER
1.18%
5Y Dividends CAGR
CMS
5.75%
AER
N/A
5Y EPS CAGR
CMS
3.94%
AER
N/A
Debt to Equity
Winner
CMS
199.20%
AER
237.76%
Free Cash Flow Yield
CMS
-16.35%
Winner
AER
23.93%
P/S Ratio
CMS
2.54
Winner
AER
2.52
P/B Ratio
CMS
2.43
Winner
AER
1.17

CMS vs AER - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CMS
-0.48%
AER
-5.39%
3M
CMS
-3.20%
Winner
AER
-1.90%
6M
Winner
CMS
+6.05%
AER
-1.74%
1Y
CMS
+7.23%
Winner
AER
+18.94%
5Y(CAGR)
CMS
+7.11%
Winner
AER
+19.63%
10Y(CAGR)
CMS
+8.57%
Winner
AER
+14.19%
Max(CAGR)
CMS
+5.77%
Winner
AER
+9.72%

CMS vs AER - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMSAER
2026+5.03%-4.10%
2025+8.32%+50.60%
2024+16.31%+33.34%
2023-5.83%+28.25%
2022+1.41%-13.86%
2021+12.27%+50.56%
2020+1.51%-26.09%
2019+33.60%+50.77%
2018+9.03%-24.76%
2017+17.27%+23.09%
2016+20.42%-0.38%
2015+6.14%+12.05%
2014+36.99%+3.91%
2013+11.95%+175.90%
2012+16.44%+19.41%
2011+22.83%-19.47%
2010+22.64%+55.16%
2009+56.01%+181.37%
2008-39.46%-85.03%
2007+4.61%-10.62%
2006+14.78%+0.70%
2005+39.65%N/A
2004+21.65%N/A
2003-12.26%N/A
2002-58.14%N/A
2001-16.42%N/A
2000+14.51%N/A
1999-16.13%N/A

CMS vs AER Drawdown Comparison

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

The maximum drawdown for AER was -94.38%, occurring on Mar 9, 2009. Recovery took 1625 trading sessions.

The current CMS drawdown is -8.17%. The current AER drawdown is -10.42%.

RankCMSAER
#1-88.62%
Nov 1, 1999 - Jan 4, 2013
-94.38%
Jul 5, 2007 - Dec 16, 2013
#2-29.55%
Feb 18, 2020 - Mar 3, 2022
-75.86%
Feb 19, 2020 - Oct 20, 2021
#3-27.56%
Apr 6, 2022 - Aug 26, 2024
-49.26%
Jun 3, 2015 - Sep 1, 2017
#4-17.37%
Nov 14, 2017 - Aug 15, 2018
-45.14%
Nov 8, 2021 - Dec 1, 2023
#5-16.46%
Jan 29, 2015 - Jan 27, 2016
-36.35%
Aug 8, 2018 - Oct 24, 2019
#6-13.21%
Jul 6, 2016 - Mar 22, 2017
-25.54%
Aug 19, 2014 - Jun 2, 2015
#7-12.58%
Apr 30, 2013 - Mar 17, 2014
-15.66%
Feb 20, 2025 - Apr 29, 2025
#8-11.47%
Apr 9, 2026 - Jun 3, 2026
-14.78%
Feb 18, 2026 - Mar 20, 2026
#9-9.78%
Dec 13, 2018 - Feb 21, 2019
-11.68%
Jul 16, 2024 - Aug 30, 2024
#10-9.18%
Oct 23, 2024 - Feb 21, 2025
-11.08%
Jan 26, 2018 - May 9, 2018
#11-8.70%
Jun 30, 2014 - Oct 14, 2014
-10.49%
Jun 10, 2014 - Aug 18, 2014
#12-8.51%
Apr 3, 2025 - Oct 15, 2025
-9.91%
Dec 30, 2013 - Feb 4, 2014
#13-8.31%
Nov 28, 2025 - Feb 13, 2026
-9.51%
Feb 28, 2014 - May 2, 2014
#14-7.85%
Sep 26, 2019 - Jan 15, 2020
-9.47%
Jan 16, 2020 - Feb 19, 2020
#15-7.80%
Apr 1, 2016 - Jun 3, 2016
-8.52%
Jun 27, 2025 - Aug 21, 2025

Correlation

Correlation between CMS and AER is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

CMS vs AER dividend yield comparison.

YearCMSAER
20261.57%0.58%
20253.10%0.75%
20243.09%0.78%
20233.36%0.00%
20223.62%0.00%
20212.67%0.00%
20202.67%0.00%
20192.43%0.00%
20182.88%0.00%
20172.81%0.00%
20162.98%0.00%
20153.22%0.00%
20143.11%0.00%
20133.81%0.00%
20123.94%0.00%
20113.80%0.00%
20103.55%0.00%
20093.19%0.00%
20083.56%0.00%
20071.15%0.00%
200211.55%0.00%
20016.08%0.00%
20004.61%0.00%
19991.17%0.00%

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