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CMS vs RPRX

Comparison between CMS Energy Corporation (CMS, Company) and Royalty Pharma plc - Class A (RPRX, Company).

CMS is from the Utilities sector, while RPRX is from the Healthcare sector.

5-Year PerformanceCMS has outperformed RPRX, delivering a return of +8.7% compared to +7.2%

CMS vs RPRX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CMS
$24B
Winner
RPRX
$24B
Max Drawdown
CMS
90.62%
Winner
RPRX
54.03%
Sharpe Ratio
CMS
0.59
Winner
RPRX
1.98
5Y Beta
Winner
CMS
0.03
RPRX
0.26
Industry
CMS
Utilities - Regulated Electric
RPRX
Biotechnology
P/E Ratio
Winner
CMS
21.09
RPRX
27.65
Forward P/E
Winner
CMS
19.49
RPRX
45.66
PEG Ratio
CMS
3.38
Winner
RPRX
1.27
Dividend Yield
Winner
CMS
2.98%
RPRX
1.67%
5Y Dividends CAGR
CMS
5.75%
Winner
RPRX
19.18%
5Y EPS CAGR
CMS
3.94%
RPRX
N/A
Debt to Equity
CMS
199.20%
Winner
RPRX
90.13%
Free Cash Flow Yield
CMS
-15.71%
Winner
RPRX
11.02%

CMS vs RPRX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CMS
+2.62%
RPRX
-0.40%
3M
CMS
+2.31%
Winner
RPRX
+19.64%
6M
CMS
+10.77%
Winner
RPRX
+39.63%
1Y
CMS
+13.06%
Winner
RPRX
+53.42%
5Y(CAGR)
Winner
CMS
+8.73%
RPRX
+7.23%
10Y(CAGR)
CMS
+8.84%
RPRX
N/A
Max(CAGR)
Winner
CMS
+5.95%
RPRX
+5.65%

CMS vs RPRX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMSRPRX
2026+10.28%+41.03%
2025+8.32%+53.56%
2024+16.31%-6.99%
2023-5.83%-26.86%
2022+1.41%+2.42%
2021+12.27%-13.51%
2020+1.51%+13.30%
2019+33.60%N/A
2018+9.03%N/A
2017+17.27%N/A
2016+20.42%N/A
2015+6.14%N/A
2014+36.99%N/A
2013+11.95%N/A
2012+16.44%N/A
2011+22.83%N/A
2010+22.64%N/A
2009+56.01%N/A
2008-39.46%N/A
2007+4.61%N/A
2006+14.78%N/A
2005+39.65%N/A
2004+21.65%N/A
2003-12.26%N/A
2002-58.14%N/A
2001-16.42%N/A
2000+14.51%N/A
1999-16.13%N/A

CMS vs RPRX Drawdown Comparison

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

The maximum drawdown for RPRX was -49.68%, occurring on Dec 19, 2024. Recovery took 1279 trading sessions.

The current CMS drawdown is -3.58%. The current RPRX drawdown is -2.85%.

RankCMSRPRX
#1-88.62%
Nov 1, 1999 - Jan 4, 2013
-49.68%
Jan 26, 2021 - Mar 2, 2026
#2-29.55%
Feb 18, 2020 - Mar 3, 2022
-30.42%
Jun 25, 2020 - Jan 15, 2021
#3-27.56%
Apr 6, 2022 - Aug 26, 2024
-5.21%
Jun 5, 2026 - Jun 18, 2026
#4-17.37%
Nov 14, 2017 - Aug 15, 2018
-4.47%
Mar 3, 2026 - Mar 31, 2026
#5-16.46%
Jan 29, 2015 - Jan 27, 2016
-3.73%
Jun 18, 2020 - Jun 22, 2020
#6-13.21%
Jul 6, 2016 - Mar 22, 2017
-3.50%
Apr 2, 2026 - Apr 14, 2026
#7-12.58%
Apr 30, 2013 - Mar 17, 2014
-3.14%
May 29, 2026 - Jun 5, 2026
#8-11.47%
Apr 9, 2026 - Jun 3, 2026
-3.08%
Jan 15, 2021 - Jan 26, 2021
#9-9.78%
Dec 13, 2018 - Feb 21, 2019
-2.06%
May 14, 2026 - May 21, 2026
#10-9.18%
Oct 23, 2024 - Feb 21, 2025
-2.03%
Jun 22, 2020 - Jun 25, 2020
#11-8.70%
Jun 30, 2014 - Oct 14, 2014
-1.40%
Apr 17, 2026 - Apr 30, 2026
#12-8.51%
Apr 3, 2025 - Oct 15, 2025
-1.24%
Apr 30, 2026 - May 4, 2026
#13-8.31%
Nov 28, 2025 - Feb 13, 2026
-1.17%
May 22, 2026 - May 29, 2026
#14-7.85%
Sep 26, 2019 - Jan 15, 2020
-1.03%
May 6, 2026 - May 8, 2026
#15-7.80%
Apr 1, 2016 - Jun 3, 2016
-0.70%
Apr 14, 2026 - Apr 17, 2026

Correlation

Correlation between CMS and RPRX is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30
-101

Dividend Comparison (1999 - 2026)

CMS vs RPRX dividend yield comparison.

YearCMSRPRX
20261.49%0.87%
20253.10%2.28%
20243.09%3.29%
20233.36%2.85%
20223.62%1.92%
20212.67%1.71%
20202.67%0.60%
20192.43%0.00%
20182.88%0.00%
20172.81%0.00%
20162.98%0.00%
20153.22%0.00%
20143.11%0.00%
20133.81%0.00%
20123.94%0.00%
20113.80%0.00%
20103.55%0.00%
20093.19%0.00%
20083.56%0.00%
20071.15%0.00%
200211.55%0.00%
20016.08%0.00%
20004.61%0.00%
19991.17%0.00%

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