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CMS vs AXIA

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

Both CMS and AXIA are from the Utilities sector.

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

CMS vs AXIA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

CMS vs AXIA - Historical Returns

Returns include dividend reinvestment.

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

CMS vs AXIA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMSAXIA
2026+10.28%+12.65%
2025+8.32%+121.06%
2024+16.31%-30.23%
2023-5.83%+19.32%
2022+1.41%+40.97%
2021+12.27%-3.97%
2020+1.51%-22.76%
2019+33.60%+26.52%
2018+9.03%+8.92%
2017+17.27%-16.42%
2016+20.42%+427.71%
2015+6.14%-36.45%
2014+36.99%-6.74%
2013+11.95%-15.52%
2012+16.44%-65.62%
2011+22.83%-28.21%
2010+22.64%-35.58%
2009+56.01%+90.99%
2008-39.46%+3.91%
2007+4.61%N/A
2006+14.78%N/A
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 AXIA Drawdown Comparison

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

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

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

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

Correlation

Correlation between CMS and AXIA 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)

CMS vs AXIA dividend yield comparison.

YearCMSAXIA
20261.49%0.00%
20253.10%7.19%
20243.09%3.85%
20233.36%0.51%
20223.62%1.89%
20212.67%7.32%
20202.67%4.38%
20192.43%2.21%
20182.88%0.00%
20172.81%0.00%
20162.98%0.00%
20153.22%0.00%
20143.11%6.46%
20133.81%5.50%
20123.94%16.84%
20113.80%4.76%
20103.55%4.24%
20093.19%3.06%
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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