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CMS vs KOF

Comparison between CMS Energy Corporation (CMS, Company) and Coca-Cola Femsa S.A.B. DE C.V. (KOF, Company).

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

5-Year PerformanceKOF has outperformed CMS, delivering a return of +19.6% compared to +4.9%

CMS vs KOF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CMS
$22B
KOF
$22B
Max Drawdown
CMS
90.62%
Winner
KOF
79.74%
Sharpe Ratio
CMS
-0.19
Winner
KOF
1.38
5Y Beta
Winner
CMS
0.02
KOF
0.35
Industry
CMS
Utilities - Regulated Electric
KOF
Beverages - Non-alcoholic
P/E Ratio
CMS
20.98
Winner
KOF
17.21
Forward P/E
Winner
CMS
18.38
KOF
129.87
PEG Ratio
Winner
CMS
2.67
KOF
12.23
Dividend Yield
CMS
3.12%
Winner
KOF
3.87%
5Y Dividends CAGR
CMS
13.05%
Winner
KOF
16.68%
5Y EPS CAGR
CMS
1.34%
Winner
KOF
48.86%
Debt to Equity
CMS
194.76%
Winner
KOF
56.55%
Free Cash Flow Yield
CMS
-16.33%
Winner
KOF
1.51%
P/S Ratio
CMS
2.53
Winner
KOF
0.08
P/B Ratio
Winner
CMS
2.27
KOF
2.54

CMS vs KOF - Historical Returns

Returns include dividend reinvestment.

1M
CMS
-3.40%
Winner
KOF
+9.12%
3M
CMS
-3.03%
Winner
KOF
+7.47%
6M
CMS
-6.02%
Winner
KOF
+2.32%
1Y
CMS
-0.89%
Winner
KOF
+41.72%
5Y(CAGR)
CMS
+4.94%
Winner
KOF
+19.63%
10Y(CAGR)
Winner
CMS
+8.24%
KOF
+7.69%
Max(CAGR)
CMS
+5.61%
Winner
KOF
+10.62%

CMS vs KOF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMSKOF
2026+2.00%+21.98%
2025+8.32%+27.20%
2024+16.31%-12.89%
2023-5.83%+50.77%
2022+1.41%+30.32%
2021+12.27%+26.07%
2020+1.51%-19.99%
2019+33.60%+0.73%
2018+9.03%-12.02%
2017+17.27%+12.69%
2016+20.42%-6.24%
2015+6.14%-15.08%
2014+36.99%-25.53%
2013+11.95%-18.94%
2012+16.44%+58.05%
2011+22.83%+16.71%
2010+22.64%+25.69%
2009+56.01%+47.81%
2008-39.46%-8.50%
2007+4.61%+32.80%
2006+14.78%+40.41%
2005+39.65%+16.98%
2004+21.65%+14.29%
2003-12.26%+16.13%
2002-58.14%-12.73%
2001-16.42%-16.36%
2000+14.51%+28.89%
1999-16.13%+23.75%

CMS vs KOF Drawdown Comparison

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

The maximum drawdown for KOF was -74.85%, occurring on Apr 1, 2020. Recovery took 3351 trading sessions.

The current CMS drawdown is -10.82%.

RankCMSKOF
#1-88.62%
Nov 1, 1999 - Jan 4, 2013
-74.85%
Apr 23, 2013 - Aug 19, 2026
#2-29.55%
Feb 18, 2020 - Mar 3, 2022
-57.74%
Jun 5, 2008 - Dec 14, 2009
#3-27.56%
Apr 6, 2022 - Aug 26, 2024
-43.16%
Apr 18, 2002 - Jul 15, 2005
#4-17.37%
Nov 14, 2017 - Aug 15, 2018
-30.06%
Mar 16, 2000 - Jul 20, 2000
#5-16.46%
Jan 29, 2015 - Jan 27, 2016
-29.33%
Jan 3, 2001 - Mar 6, 2002
#6-13.21%
Jul 6, 2016 - Mar 22, 2017
-21.42%
May 8, 2006 - Oct 31, 2006
#7-12.58%
Apr 30, 2013 - Mar 17, 2014
-20.92%
Jul 9, 2007 - Dec 21, 2007
#8-11.81%
Apr 9, 2026 - Aug 10, 2026
-17.71%
Feb 2, 2007 - Jun 7, 2007
#9-9.78%
Dec 13, 2018 - Feb 21, 2019
-16.60%
Jul 3, 2012 - Oct 4, 2012
#10-9.18%
Oct 23, 2024 - Feb 21, 2025
-15.73%
Aug 1, 2011 - Jan 26, 2012
#11-8.70%
Jun 30, 2014 - Oct 14, 2014
-15.56%
Dec 9, 1999 - Feb 10, 2000
#12-8.51%
Apr 3, 2025 - Oct 15, 2025
-13.83%
Jan 3, 2011 - May 10, 2011
#13-8.31%
Nov 28, 2025 - Feb 13, 2026
-13.76%
Dec 24, 2009 - Mar 2, 2010
#14-7.85%
Sep 26, 2019 - Jan 15, 2020
-12.74%
Aug 2, 2005 - Jan 6, 2006
#15-7.80%
Apr 1, 2016 - Jun 3, 2016
-11.83%
Apr 26, 2010 - Aug 17, 2010

Correlation

Correlation between CMS and KOF is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (1999 - 2026)

CMS vs KOF dividend yield comparison.

YearCMSKOF
20262.97%1.95%
20253.10%4.09%
20243.09%4.20%
20233.36%3.37%
20223.62%3.99%
20212.67%4.59%
20202.67%5.22%
20192.43%2.75%
20182.88%2.95%
20172.81%2.52%
20162.98%2.84%
20153.22%2.74%
20143.11%2.51%
20133.81%1.89%
20123.94%1.30%
20113.80%2.14%
20103.55%1.37%
20093.19%0.83%
20083.56%1.11%
20071.15%0.82%
20060.00%0.86%
20050.00%1.13%
20040.00%1.03%
200211.55%2.30%
20016.08%0.99%
20004.61%0.63%
19991.17%0.00%

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