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CMS vs L

Comparison between CMS Energy Corporation (CMS, Company) and Loews Corp (L, Company).

CMS is from the Utilities sector, while L is from the Financial Services sector.

5-Year PerformanceL has outperformed CMS, delivering a return of +14.0% compared to +6.2%

CMS vs L - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CMS
$23B
L
$22B
Max Drawdown
CMS
90.62%
Winner
L
66.01%
Sharpe Ratio
CMS
0.18
Winner
L
1.17
5Y Beta
Winner
CMS
0.05
L
0.51
Industry
CMS
Utilities - Regulated Electric
L
Insurance - Property & Casualty
P/E Ratio
CMS
20.12
Winner
L
14.18
Forward P/E
CMS
18.98
Winner
L
12.20
PEG Ratio
CMS
3.23
Winner
L
0.94
Dividend Yield
Winner
CMS
3.00%
L
0.23%
5Y Dividends CAGR
Winner
CMS
5.75%
L
0.00%
5Y EPS CAGR
CMS
3.94%
Winner
L
15.75%
Debt to Equity
CMS
199.20%
Winner
L
0.00%
Free Cash Flow Yield
CMS
-16.47%
Winner
L
8.60%
P/S Ratio
CMS
2.55
Winner
L
1.21
P/B Ratio
CMS
2.45
Winner
L
1.19

CMS vs L - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CMS
-1.80%
L
-2.06%
3M
CMS
-2.16%
Winner
L
-0.47%
6M
CMS
+0.99%
Winner
L
+2.74%
1Y
CMS
+7.24%
Winner
L
+24.77%
5Y(CAGR)
CMS
+6.15%
Winner
L
+14.00%
10Y(CAGR)
CMS
+9.32%
Winner
L
+11.14%
Max(CAGR)
CMS
+5.82%
Winner
L
+9.78%

CMS vs L - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMSL
2026+6.18%+4.39%
2025+8.32%+25.47%
2024+16.31%+20.58%
2023-5.83%+19.25%
2022+1.41%+0.81%
2021+12.27%+30.68%
2020+1.51%-14.46%
2019+33.60%+17.03%
2018+9.03%-8.29%
2017+17.27%+7.70%
2016+20.42%+24.72%
2015+6.14%-7.41%
2014+36.99%-10.80%
2013+11.95%+16.79%
2012+16.44%+6.59%
2011+22.83%-3.83%
2010+22.64%+5.39%
2009+56.01%+23.20%
2008-39.46%-43.83%
2007+4.61%+22.76%
2006+14.78%+29.47%
2005+39.65%+37.58%
2004+21.65%+44.03%
2003-12.26%+8.24%
2002-58.14%-18.52%
2001-16.42%+11.69%
2000+14.51%+78.21%
1999-16.13%-9.42%

CMS vs L Drawdown Comparison

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

The maximum drawdown for L was -65.59%, occurring on Mar 9, 2009. Recovery took 2616 trading sessions.

The current CMS drawdown is -7.16%. The current L drawdown is -3.04%.

RankCMSL
#1-88.62%
Nov 1, 1999 - Jan 4, 2013
-65.59%
Jun 19, 2007 - Nov 6, 2017
#2-29.55%
Feb 18, 2020 - Mar 3, 2022
-48.52%
Jul 3, 2019 - Apr 29, 2021
#3-27.56%
Apr 6, 2022 - Aug 26, 2024
-45.96%
May 4, 2001 - Nov 29, 2004
#4-17.37%
Nov 14, 2017 - Aug 15, 2018
-41.13%
Nov 8, 1999 - Aug 8, 2000
#5-16.46%
Jan 29, 2015 - Jan 27, 2016
-26.11%
Apr 20, 2022 - Nov 16, 2023
#6-13.21%
Jul 6, 2016 - Mar 22, 2017
-20.02%
Jan 26, 2018 - Jun 5, 2019
#7-12.58%
Apr 30, 2013 - Mar 17, 2014
-14.30%
Dec 28, 2000 - Feb 5, 2001
#8-9.78%
Dec 13, 2018 - Feb 21, 2019
-12.16%
Apr 1, 2025 - Jul 1, 2025
#9-9.68%
Apr 9, 2026 - May 15, 2026
-12.07%
May 14, 2021 - Jan 4, 2022
#10-9.18%
Oct 23, 2024 - Feb 21, 2025
-9.82%
Sep 28, 2000 - Oct 27, 2000
#11-8.70%
Jun 30, 2014 - Oct 14, 2014
-9.67%
Mar 9, 2001 - Mar 30, 2001
#12-8.51%
Apr 3, 2025 - Oct 15, 2025
-9.49%
May 5, 2006 - Jul 31, 2006
#13-8.31%
Nov 28, 2025 - Feb 13, 2026
-8.29%
Jan 13, 2006 - Mar 27, 2006
#14-7.85%
Sep 26, 2019 - Jan 15, 2020
-7.89%
Apr 30, 2026 - May 11, 2026
#15-7.80%
Apr 1, 2016 - Jun 3, 2016
-7.36%
Oct 30, 2000 - Nov 10, 2000

Correlation

Correlation between CMS and L is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

CMS vs L dividend yield comparison.

YearCMSL
20261.55%0.06%
20253.10%0.24%
20243.09%0.30%
20233.36%0.36%
20223.62%0.43%
20212.67%0.43%
20202.67%0.56%
20192.43%0.48%
20182.88%0.55%
20172.81%1.58%
20162.98%0.53%
20153.22%0.65%
20143.11%0.59%
20133.81%0.51%
20123.94%0.61%
20113.80%0.66%
20103.55%0.64%
20093.19%0.69%
20083.56%0.88%
20071.15%0.50%
20060.00%0.57%
20050.00%0.63%
20040.00%0.85%
20030.00%1.21%
200211.55%1.35%
20016.08%1.76%
20004.61%0.97%
19991.17%0.00%

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