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CMS vs PHM

Comparison between CMS Energy Corporation (CMS, Company) and PulteGroup Inc (PHM, Company).

CMS is from the Utilities sector, while PHM is from the Consumer Cyclical sector.

5-Year PerformancePHM has outperformed CMS, delivering a return of +14.9% compared to +5.7%

CMS vs PHM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CMS
$23B
Winner
PHM
$23B
Max Drawdown
Winner
CMS
90.62%
PHM
92.61%
Sharpe Ratio
CMS
-0.07
Winner
PHM
0.52
5Y Beta
Winner
CMS
0.05
PHM
0.77
Industry
CMS
Utilities - Regulated Electric
PHM
Residential Construction
P/E Ratio
CMS
20.42
Winner
PHM
11.52
Forward P/E
CMS
19.38
Winner
PHM
11.83
PEG Ratio
CMS
3.27
Winner
PHM
1.08
Dividend Yield
Winner
CMS
2.99%
PHM
0.82%
5Y Dividends CAGR
CMS
5.80%
Winner
PHM
17.81%
5Y EPS CAGR
CMS
3.94%
Winner
PHM
23.57%
Debt to Equity
CMS
199.20%
Winner
PHM
0.00%
Free Cash Flow Yield
CMS
-16.23%
Winner
PHM
7.71%
P/S Ratio
CMS
2.59
Winner
PHM
1.32
P/B Ratio
CMS
2.50
Winner
PHM
1.77

CMS vs PHM - Historical Returns

Returns include dividend reinvestment.

1M
CMS
-7.87%
Winner
PHM
-2.40%
3M
Winner
CMS
+0.47%
PHM
-11.01%
6M
Winner
CMS
-0.09%
PHM
-1.43%
1Y
CMS
+3.04%
Winner
PHM
+14.65%
5Y(CAGR)
CMS
+5.74%
Winner
PHM
+14.85%
10Y(CAGR)
CMS
+8.95%
Winner
PHM
+21.92%
Max(CAGR)
CMS
+5.75%
Winner
PHM
+13.44%

CMS vs PHM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMSPHM
2026+3.90%-1.07%
2025+8.32%+9.82%
2024+16.31%+7.98%
2023-5.83%+125.46%
2022+1.41%-17.68%
2021+12.27%+36.94%
2020+1.51%+13.00%
2019+33.60%+49.88%
2018+9.03%-21.05%
2017+17.27%+81.73%
2016+20.42%+9.17%
2015+6.14%-14.74%
2014+36.99%+8.11%
2013+11.95%+10.47%
2012+16.44%+178.53%
2011+22.83%-18.89%
2010+22.64%-26.56%
2009+56.01%-10.47%
2008-39.46%+6.27%
2007+4.61%-67.13%
2006+14.78%-19.29%
2005+39.65%+24.89%
2004+21.65%+40.78%
2003-12.26%+84.87%
2002-58.14%+8.56%
2001-16.42%+11.32%
2000+14.51%+101.03%
1999-16.13%+9.65%

CMS vs PHM Drawdown Comparison

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

The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.

The current CMS drawdown is -9.16%. The current PHM drawdown is -20.17%.

RankCMSPHM
#1-88.62%
Nov 1, 1999 - Jan 4, 2013
-92.39%
Jul 28, 2005 - Jan 21, 2020
#2-29.55%
Feb 18, 2020 - Mar 3, 2022
-62.09%
Feb 11, 2020 - Aug 21, 2020
#3-27.56%
Apr 6, 2022 - Aug 26, 2024
-45.40%
Apr 27, 2001 - Feb 26, 2002
#4-17.37%
Nov 14, 2017 - Aug 15, 2018
-40.98%
May 10, 2021 - Apr 18, 2023
#5-16.46%
Jan 29, 2015 - Jan 27, 2016
-38.01%
Oct 18, 2024 - Apr 8, 2025
#6-13.21%
Jul 6, 2016 - Mar 22, 2017
-37.85%
Jun 24, 2002 - May 7, 2003
#7-12.58%
Apr 30, 2013 - Mar 17, 2014
-31.65%
Nov 16, 1999 - May 16, 2000
#8-9.78%
Dec 13, 2018 - Feb 21, 2019
-25.43%
Sep 21, 2004 - Dec 15, 2004
#9-9.18%
Oct 23, 2024 - Feb 21, 2025
-25.27%
Dec 5, 2000 - Apr 24, 2001
#10-9.16%
Apr 9, 2026 - May 8, 2026
-20.93%
Mar 5, 2004 - Aug 16, 2004
#11-8.70%
Jun 30, 2014 - Oct 14, 2014
-19.11%
Oct 9, 2000 - Nov 3, 2000
#12-8.51%
Apr 3, 2025 - Oct 15, 2025
-18.85%
Aug 8, 2023 - Nov 14, 2023
#13-8.31%
Nov 28, 2025 - Feb 13, 2026
-18.38%
Jun 16, 2003 - Oct 2, 2003
#14-7.85%
Sep 26, 2019 - Jan 15, 2020
-17.87%
Oct 12, 2020 - Feb 10, 2021
#15-7.80%
Apr 1, 2016 - Jun 3, 2016
-15.44%
Mar 4, 2002 - May 1, 2002

Correlation

Correlation between CMS and PHM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

CMS vs PHM dividend yield comparison.

YearCMSPHM
20260.78%0.22%
20253.10%0.78%
20243.09%0.75%
20233.36%0.66%
20223.62%1.34%
20212.67%1.00%
20202.67%1.16%
20192.43%1.16%
20182.88%1.46%
20172.81%1.08%
20162.98%1.96%
20153.22%1.85%
20143.11%1.07%
20133.81%0.74%
20123.94%0.00%
20113.80%0.00%
20103.55%0.00%
20093.19%0.00%
20083.56%1.46%
20071.15%1.52%
20060.00%0.48%
20050.00%0.33%
20040.00%0.31%
20030.00%0.18%
200211.55%0.33%
20016.08%0.36%
20004.61%0.38%
19991.17%0.18%

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