CMS vs SOJC

Comparison between CMS Energy Corporation (CMS, Company) and Southern Company (SOJC, Company).

5-Year PerformanceCMS has outperformed SOJC, delivering a return of +4.9% compared to -0.6%

CMS vs SOJC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMS(COMPANY)	SOJC(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	90.62%	28.07%
Sharpe Ratio	-0.19	-1.71
5Y Beta	0.02	0.19
Industry	Utilities - Regulated Electric	N/A
P/E Ratio	20.98	26.09
Forward P/E	18.38	N/A
PEG Ratio	2.67	N/A
Dividend Yield	3.12%	11.60%
5Y Dividends CAGR	13.05%	4.56%
5Y EPS CAGR	1.34%	N/A
Debt to Equity	194.76%	N/A
Free Cash Flow Yield	-16.33%	N/A
P/S Ratio	2.53	N/A
P/B Ratio	2.27	N/A

Market Cap

Winner

CMS

$22B

SOJC

$22B

Max Drawdown

CMS

90.62%

Winner

SOJC

28.07%

Sharpe Ratio

Winner

CMS

-0.19

SOJC

-1.71

5Y Beta

Winner

CMS

0.02

SOJC

0.19

Industry

CMS

Utilities - Regulated Electric

SOJC

N/A

P/E Ratio

Winner

CMS

20.98

SOJC

26.09

Forward P/E

CMS

18.38

SOJC

N/A

PEG Ratio

CMS

2.67

SOJC

N/A

Dividend Yield

CMS

3.12%

Winner

SOJC

11.60%

5Y Dividends CAGR

Winner

CMS

13.05%

SOJC

4.56%

5Y EPS CAGR

CMS

1.34%

SOJC

N/A

Debt to Equity

CMS

194.76%

SOJC

N/A

Free Cash Flow Yield

CMS

-16.33%

SOJC

N/A

P/S Ratio

CMS

2.53

SOJC

N/A

P/B Ratio

CMS

2.27

SOJC

N/A

CMS vs SOJC - Historical Returns

Returns include dividend reinvestment.

Period	CMS	SOJC
1 month	-3.40%	-3.18%
3 months	-3.03%	-6.53%
6 months	-6.02%	-9.44%
1 year	-0.89%	-10.11%
5 years(CAGR)	+4.94%	-0.62%
10 years(CAGR)	+8.24%	+2.58%
Max(CAGR)	+5.61%	+2.58%

CMS

-3.40%

Winner

SOJC

-3.18%

Winner

CMS

-3.03%

SOJC

-6.53%

Winner

CMS

-6.02%

SOJC

-9.44%

Winner

CMS

-0.89%

SOJC

-10.11%

5Y(CAGR)

Winner

CMS

+4.94%

SOJC

-0.62%

10Y(CAGR)

Winner

CMS

+8.24%

SOJC

+2.58%

Max(CAGR)

Winner

CMS

+5.61%

SOJC

+2.58%

CMS vs SOJC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMS	SOJC
2026	+2.00%	-6.79%
2025	+8.32%	+2.61%
2024	+16.31%	-2.41%
2023	-5.83%	+17.25%
2022	+1.41%	-14.71%
2021	+12.27%	+1.92%
2020	+1.51%	+7.60%
2019	+33.60%	+24.19%
2018	+9.03%	-8.31%
2017	+17.27%	+1.39%
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 SOJC Drawdown Comparison

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

The maximum drawdown for SOJC was -22.05%, occurring on Mar 18, 2020. Recovery took 73 trading sessions.

The current CMS drawdown is -10.82%. The current SOJC drawdown is -13.78%.

Rank	CMS	SOJC
#1	-88.62% Nov 1, 1999 - Jan 4, 2013	-22.05% Feb 14, 2020 - Jun 1, 2020
#2	-29.55% Feb 18, 2020 - Mar 3, 2022	-19.33% Sep 2, 2021 - Apr 6, 2023
#3	-27.56% Apr 6, 2022 - Aug 26, 2024	-15.55% Jun 2, 2023 - Dec 27, 2023
#4	-17.37% Nov 14, 2017 - Aug 15, 2018	-13.96% Sep 17, 2025 - Aug 18, 2026
#5	-16.46% Jan 29, 2015 - Jan 27, 2016	-12.64% Sep 30, 2024 - Sep 11, 2025
#6	-13.21% Jul 6, 2016 - Mar 22, 2017	-11.42% Aug 30, 2018 - Jan 31, 2019
#7	-12.58% Apr 30, 2013 - Mar 17, 2014	-9.55% Mar 7, 2024 - Sep 4, 2024
#8	-11.81% Apr 9, 2026 - Aug 10, 2026	-7.94% Dec 29, 2017 - Jul 6, 2018
#9	-9.78% Dec 13, 2018 - Feb 21, 2019	-4.83% Jun 1, 2020 - Jul 17, 2020
#10	-9.18% Oct 23, 2024 - Feb 21, 2025	-4.56% Dec 30, 2020 - Jun 17, 2021
#11	-8.70% Jun 30, 2014 - Oct 14, 2014	-4.12% Sep 2, 2020 - Nov 23, 2020
#12	-8.51% Apr 3, 2025 - Oct 15, 2025	-3.92% Sep 27, 2019 - Jan 2, 2020
#13	-8.31% Nov 28, 2025 - Feb 13, 2026	-3.20% Dec 27, 2023 - Feb 1, 2024
#14	-7.85% Sep 26, 2019 - Jan 15, 2020	-2.92% Sep 6, 2019 - Sep 23, 2019
#15	-7.80% Apr 1, 2016 - Jun 3, 2016	-2.82% Jul 10, 2018 - Aug 30, 2018

Correlation

Correlation between CMS and SOJC is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (1999 - 2026)

CMS vs SOJC dividend yield comparison.

Year	CMS	SOJC
2026	2.97%	3.32%
2025	3.10%	6.07%
2024	3.09%	5.97%
2023	3.36%	5.48%
2022	3.62%	6.18%
2021	2.67%	5.01%
2020	2.67%	4.82%
2019	2.43%	4.99%
2018	2.88%	6.16%
2017	2.81%	0.00%
2016	2.98%	0.00%
2015	3.22%	0.00%
2014	3.11%	0.00%
2013	3.81%	0.00%
2012	3.94%	0.00%
2011	3.80%	0.00%
2010	3.55%	0.00%
2009	3.19%	0.00%
2008	3.56%	0.00%
2007	1.15%	0.00%
2002	11.55%	0.00%
2001	6.08%	0.00%
2000	4.61%	0.00%
1999	1.17%	0.00%