CMS vs LUV
Comparison between CMS Energy Corporation (CMS, Company) and Southwest Airlines Company (LUV, Company).
CMS is from the Utilities sector, while LUV is from the Industrials sector.
5-Year PerformanceCMS has outperformed LUV, delivering a return of +4.9% compared to -1.8%
CMS vs LUV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CMS vs LUV - Historical Returns
Returns include dividend reinvestment.
CMS vs LUV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CMS | LUV |
|---|---|---|
| 2026 | +2.00% | -2.57% |
| 2025 | +8.32% | +26.56% |
| 2024 | +16.31% | +20.78% |
| 2023 | -5.83% | -8.93% |
| 2022 | +1.41% | -23.48% |
| 2021 | +12.27% | -4.88% |
| 2020 | +1.51% | -14.67% |
| 2019 | +33.60% | +16.07% |
| 2018 | +9.03% | -29.11% |
| 2017 | +17.27% | +32.03% |
| 2016 | +20.42% | +19.85% |
| 2015 | +6.14% | +1.56% |
| 2014 | +36.99% | +125.82% |
| 2013 | +11.95% | +81.52% |
| 2012 | +16.44% | +22.22% |
| 2011 | +22.83% | -35.23% |
| 2010 | +22.64% | +16.27% |
| 2009 | +56.01% | +27.72% |
| 2008 | -39.46% | -26.84% |
| 2007 | +4.61% | -21.29% |
| 2006 | +14.78% | -6.65% |
| 2005 | +39.65% | +2.37% |
| 2004 | +21.65% | +2.26% |
| 2003 | -12.26% | +13.79% |
| 2002 | -58.14% | -23.75% |
| 2001 | -16.42% | -17.07% |
| 2000 | +14.51% | +111.50% |
| 1999 | -16.13% | -1.49% |
CMS vs LUV Drawdown Comparison
The maximum drawdown for CMS was -88.62%, occurring on Mar 11, 2003. Recovery took 3314 trading sessions.
The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.
The current CMS drawdown is -10.82%. The current LUV drawdown is -32.88%.
| Rank | CMS | LUV |
|---|---|---|
| #1 | -88.62% Nov 1, 1999 - Jan 4, 2013 | -78.25% Jan 5, 2001 - Mar 4, 2014 |
| #2 | -29.55% Feb 18, 2020 - Mar 3, 2022 | -64.75% Jan 2, 2018 - Oct 31, 2023 |
| #3 | -27.56% Apr 6, 2022 - Aug 26, 2024 | -30.90% Jan 29, 2015 - Nov 3, 2015 |
| #4 | -17.37% Nov 14, 2017 - Aug 15, 2018 | -29.86% Dec 7, 2015 - Dec 7, 2016 |
| #5 | -16.46% Jan 29, 2015 - Jan 27, 2016 | -20.88% Jul 7, 2017 - Dec 15, 2017 |
| #6 | -13.21% Jul 6, 2016 - Mar 22, 2017 | -18.02% Sep 18, 2014 - Nov 3, 2014 |
| #7 | -12.58% Apr 30, 2013 - Mar 17, 2014 | -16.42% May 8, 2000 - Jul 24, 2000 |
| #8 | -11.81% Apr 9, 2026 - Aug 10, 2026 | -14.25% Apr 11, 2000 - May 8, 2000 |
| #9 | -9.78% Dec 13, 2018 - Feb 21, 2019 | -13.21% Nov 5, 1999 - Feb 23, 2000 |
| #10 | -9.18% Oct 23, 2024 - Feb 21, 2025 | -11.73% Mar 1, 2017 - May 22, 2017 |
| #11 | -8.70% Jun 30, 2014 - Oct 14, 2014 | -11.25% Aug 11, 2000 - Oct 3, 2000 |
| #12 | -8.51% Apr 3, 2025 - Oct 15, 2025 | -10.49% Feb 29, 2000 - Mar 10, 2000 |
| #13 | -8.31% Nov 28, 2025 - Feb 13, 2026 | -8.88% Jan 2, 2015 - Jan 22, 2015 |
| #14 | -7.85% Sep 26, 2019 - Jan 15, 2020 | -8.83% Nov 29, 2000 - Dec 27, 2000 |
| #15 | -7.80% Apr 1, 2016 - Jun 3, 2016 | -8.55% Oct 5, 2000 - Oct 19, 2000 |
Correlation
Correlation between CMS and LUV is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
CMS vs LUV dividend yield comparison.
| Year | CMS | LUV |
|---|---|---|
| 2026 | 2.97% | 0.90% |
| 2025 | 3.10% | 1.74% |
| 2024 | 3.09% | 2.14% |
| 2023 | 3.36% | 3.12% |
| 2022 | 3.62% | 0.00% |
| 2021 | 2.67% | 0.00% |
| 2020 | 2.67% | 0.39% |
| 2019 | 2.43% | 1.30% |
| 2018 | 2.88% | 1.30% |
| 2017 | 2.81% | 0.73% |
| 2016 | 2.98% | 0.75% |
| 2015 | 3.22% | 0.66% |
| 2014 | 3.11% | 0.52% |
| 2013 | 3.81% | 0.69% |
| 2012 | 3.94% | 0.34% |
| 2011 | 3.80% | 0.21% |
| 2010 | 3.55% | 0.14% |
| 2009 | 3.19% | 0.16% |
| 2008 | 3.56% | 0.21% |
| 2007 | 1.15% | 0.15% |
| 2006 | 0.00% | 0.12% |
| 2005 | 0.00% | 0.11% |
| 2004 | 0.00% | 0.11% |
| 2003 | 0.00% | 0.11% |
| 2002 | 11.55% | 0.13% |
| 2001 | 6.08% | 0.10% |
| 2000 | 4.61% | 0.07% |
| 1999 | 1.17% | 0.04% |
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