CMS vs SW

Comparison between CMS Energy Corporation (CMS, Company) and Smurfit WestRock plc (SW, Company).

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

CMS vs SW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMS(COMPANY)	SW(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	90.62%	42.11%
Sharpe Ratio	0.11	0.13
5Y Beta	0.02	1.23
Industry	Utilities - Regulated Electric	Packaging & Containers
P/E Ratio	20.41	59.95
Forward P/E	19.05	18.38
PEG Ratio	3.27	0.28
Dividend Yield	2.98%	3.94%
5Y Dividends CAGR	9.00%	N/A
5Y EPS CAGR	3.94%	N/A
Debt to Equity	199.20%	5.43%
Free Cash Flow Yield	-16.23%	14.70%
P/S Ratio	2.63	0.73
P/B Ratio	2.53	1.25

Market Cap

Winner

CMS

$23B

Max Drawdown

CMS

90.62%

Winner

42.11%

Sharpe Ratio

CMS

0.11

Winner

0.13

5Y Beta

Winner

CMS

0.02

1.23

Industry

CMS

Utilities - Regulated Electric

Packaging & Containers

P/E Ratio

Winner

CMS

20.41

59.95

Forward P/E

CMS

19.05

Winner

18.38

PEG Ratio

CMS

3.27

Winner

0.28

Dividend Yield

CMS

2.98%

Winner

3.94%

5Y Dividends CAGR

CMS

9.00%

N/A

5Y EPS CAGR

CMS

3.94%

N/A

Debt to Equity

CMS

199.20%

Winner

5.43%

Free Cash Flow Yield

CMS

-16.23%

Winner

14.70%

P/S Ratio

CMS

2.63

Winner

0.73

P/B Ratio

CMS

2.53

Winner

1.25

CMS vs SW - Historical Returns

Returns include dividend reinvestment.

Period	CMS	SW
1 month	-1.29%	-5.13%
3 months	-2.86%	+5.72%
6 months	+3.18%	+4.86%
1 year	+3.90%	-1.04%
5 years(CAGR)	+6.98%	N/A
10 years(CAGR)	+8.13%	N/A
Max(CAGR)	+5.74%	+0.13%

Winner

CMS

-1.29%

-5.13%

CMS

-2.86%

Winner

+5.72%

CMS

+3.18%

Winner

+4.86%

Winner

CMS

+3.90%

-1.04%

5Y(CAGR)

CMS

+6.98%

N/A

10Y(CAGR)

CMS

+8.13%

N/A

Max(CAGR)

Winner

CMS

+5.74%

+0.13%

CMS vs SW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMS	SW
2026	+5.04%	+11.03%
2025	+8.32%	-24.93%
2024	+16.31%	+18.04%
2023	-5.83%	N/A
2022	+1.41%	N/A
2021	+12.27%	N/A
2020	+1.51%	N/A
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 SW Drawdown Comparison

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

The maximum drawdown for SW was -39.76%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current CMS drawdown is -8.16%. The current SW drawdown is -19.23%.

Rank	CMS	SW
#1	-88.62% Nov 1, 1999 - Jan 4, 2013	-39.76% Nov 22, 2024 - Nov 20, 2025
#2	-29.55% Feb 18, 2020 - Mar 3, 2022	-21.13% Jul 16, 2024 - Sep 19, 2024
#3	-27.56% Apr 6, 2022 - Aug 26, 2024	-13.32% Sep 27, 2024 - Oct 31, 2024
#4	-17.37% Nov 14, 2017 - Aug 15, 2018	-5.80% Nov 7, 2024 - Nov 18, 2024
#5	-16.46% Jan 29, 2015 - Jan 27, 2016	-4.65% Sep 19, 2024 - Sep 26, 2024
#6	-13.21% Jul 6, 2016 - Mar 22, 2017	-3.01% Jul 8, 2024 - Jul 11, 2024
#7	-12.58% Apr 30, 2013 - Mar 17, 2014	-0.52% Nov 18, 2024 - Nov 20, 2024
#8	-11.47% Apr 9, 2026 - Jun 3, 2026	-0.49% Jul 12, 2024 - Jul 16, 2024
#9	-9.78% Dec 13, 2018 - Feb 21, 2019	-0.08% Oct 31, 2024 - Nov 4, 2024
#10	-9.18% Oct 23, 2024 - Feb 21, 2025	N/A
#11	-8.70% Jun 30, 2014 - Oct 14, 2014	N/A
#12	-8.51% Apr 3, 2025 - Oct 15, 2025	N/A
#13	-8.31% Nov 28, 2025 - Feb 13, 2026	N/A
#14	-7.85% Sep 26, 2019 - Jan 15, 2020	N/A
#15	-7.80% Apr 1, 2016 - Jun 3, 2016	N/A

Correlation

Correlation between CMS and SW is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

-101

Dividend Comparison (1999 - 2026)

CMS vs SW dividend yield comparison.

Year	CMS	SW
2026	2.08%	2.10%
2025	3.10%	4.46%
2024	3.09%	1.12%
2023	3.36%	0.00%
2022	3.62%	0.00%
2021	2.67%	0.00%
2020	2.67%	0.00%
2019	2.43%	0.00%
2018	2.88%	0.00%
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%