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CMS vs DLTR

Comparison between CMS Energy Corporation (CMS, Company) and Dollar Tree Inc (DLTR, Company).

CMS is from the Utilities sector, while DLTR is from the Consumer Defensive sector.

5-Year PerformanceCMS has outperformed DLTR, delivering a return of +8.6% compared to +4.3%

CMS vs DLTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CMS
$23B
DLTR
$23B
Max Drawdown
CMS
90.62%
Winner
DLTR
67.06%
Sharpe Ratio
Winner
CMS
0.60
DLTR
0.56
5Y Beta
Winner
CMS
0.02
DLTR
0.61
Industry
CMS
Utilities - Regulated Electric
DLTR
Discount Stores
P/E Ratio
CMS
20.95
Winner
DLTR
18.68
Forward P/E
CMS
20.12
Winner
DLTR
18.59
PEG Ratio
CMS
3.36
Winner
DLTR
1.51
Dividend Yield
CMS
2.83%
DLTR
N/A
5Y Dividends CAGR
CMS
9.00%
DLTR
N/A
5Y EPS CAGR
Winner
CMS
3.94%
DLTR
0.66%
Debt to Equity
CMS
199.20%
Winner
DLTR
83.62%
Free Cash Flow Yield
CMS
-15.82%
Winner
DLTR
0.00%
P/S Ratio
CMS
2.66
Winner
DLTR
1.18
P/B Ratio
Winner
CMS
2.54
DLTR
6.63

CMS vs DLTR - Historical Returns

Returns include dividend reinvestment.

1M
CMS
+9.16%
Winner
DLTR
+13.89%
3M
CMS
-0.73%
Winner
DLTR
+15.25%
6M
Winner
CMS
+12.99%
DLTR
-6.77%
1Y
CMS
+14.55%
Winner
DLTR
+17.67%
5Y(CAGR)
Winner
CMS
+8.61%
DLTR
+4.30%
10Y(CAGR)
Winner
CMS
+8.75%
DLTR
+2.63%
Max(CAGR)
CMS
+5.99%
Winner
DLTR
+10.20%

CMS vs DLTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMSDLTR
2026+11.61%-3.95%
2025+8.32%+60.86%
2024+16.31%-47.43%
2023-5.83%+1.28%
2022+1.41%+0.19%
2021+12.27%+31.40%
2020+1.51%+15.21%
2019+33.60%+3.12%
2018+9.03%-16.90%
2017+17.27%+38.55%
2016+20.42%-2.07%
2015+6.14%+9.77%
2014+36.99%+24.79%
2013+11.95%+41.40%
2012+16.44%-1.59%
2011+22.83%+46.97%
2010+22.64%+74.63%
2009+56.01%+14.86%
2008-39.46%+64.72%
2007+4.61%-15.54%
2006+14.78%+24.38%
2005+39.65%-16.12%
2004+21.65%-2.84%
2003-12.26%+16.78%
2002-58.14%-19.71%
2001-16.42%+34.39%
2000+14.51%-23.25%
1999-16.13%+17.26%

CMS vs DLTR Drawdown Comparison

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

The maximum drawdown for DLTR was -67.06%, occurring on Mar 21, 2001. Recovery took 2294 trading sessions.

The current CMS drawdown is -2.41%. The current DLTR drawdown is -29.54%.

RankCMSDLTR
#1-88.62%
Nov 1, 1999 - Jan 4, 2013
-67.06%
Jul 12, 2000 - Aug 26, 2009
#2-29.55%
Feb 18, 2020 - Mar 3, 2022
-64.84%
Apr 20, 2022 - Nov 11, 2024
#3-27.56%
Apr 6, 2022 - Aug 26, 2024
-44.64%
Oct 22, 2019 - Apr 5, 2021
#4-17.37%
Nov 14, 2017 - Aug 15, 2018
-40.08%
Jan 10, 2000 - Apr 3, 2000
#5-16.46%
Jan 29, 2015 - Jan 27, 2016
-33.54%
Jun 19, 2012 - Sep 18, 2013
#6-13.21%
Jul 6, 2016 - Mar 22, 2017
-32.34%
Aug 10, 2016 - Nov 21, 2017
#7-12.58%
Apr 30, 2013 - Mar 17, 2014
-31.66%
Jan 29, 2018 - Oct 15, 2019
#8-11.47%
Apr 9, 2026 - Jun 3, 2026
-29.11%
Apr 5, 2021 - Nov 15, 2021
#9-9.78%
Dec 13, 2018 - Feb 21, 2019
-26.76%
Mar 20, 2015 - May 26, 2016
#10-9.18%
Oct 23, 2024 - Feb 21, 2025
-17.08%
Nov 15, 2013 - Oct 31, 2014
#11-8.70%
Jun 30, 2014 - Oct 14, 2014
-15.45%
May 16, 2000 - Jul 6, 2000
#12-8.51%
Apr 3, 2025 - Oct 15, 2025
-15.31%
Dec 17, 2010 - Apr 20, 2011
#13-8.31%
Nov 28, 2025 - Feb 13, 2026
-13.90%
Nov 24, 2021 - Mar 8, 2022
#14-7.85%
Sep 26, 2019 - Jan 15, 2020
-13.19%
Jul 7, 2011 - Aug 26, 2011
#15-7.80%
Apr 1, 2016 - Jun 3, 2016
-12.76%
Nov 3, 1999 - Nov 30, 1999

Correlation

Correlation between CMS and DLTR is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

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