CMSA vs EPRT

Comparison between CMS Energy Corporation (CMSA, Company) and Essential Properties Realty Trust Inc (EPRT, Company).

CMSA is from the Utilities sector, while EPRT is from the Real Estate sector.

5-Year PerformanceEPRT has outperformed CMSA, delivering a return of +9.4% compared to +1.2%

CMSA vs EPRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSA(COMPANY)	EPRT(COMPANY)
Market Cap	$6.76B	$6.77B
Max Drawdown	33.16%	73.67%
Sharpe Ratio	0.66	0.01
5Y Beta	0.19	0.41
Industry	Multiline Utilities	Reit - Retail
P/E Ratio	6.03	25.02
Forward P/E	N/A	24.63
PEG Ratio	0.97	2.95
Dividend Yield	6.19%	3.91%
5Y Dividends CAGR	-0.01%	10.02%
5Y EPS CAGR	3.94%	24.27%
Debt to Equity	199.20%	59.92%
Free Cash Flow Yield	-54.91%	5.96%
P/S Ratio	N/A	11.49
P/B Ratio	N/A	1.54

Market Cap

CMSA

$6.76B

Winner

EPRT

$6.77B

Max Drawdown

Winner

CMSA

33.16%

EPRT

73.67%

Sharpe Ratio

Winner

CMSA

0.66

EPRT

0.01

5Y Beta

Winner

CMSA

0.19

EPRT

0.41

Industry

CMSA

Multiline Utilities

EPRT

Reit - Retail

P/E Ratio

Winner

CMSA

6.03

EPRT

25.02

Forward P/E

CMSA

N/A

EPRT

24.63

PEG Ratio

Winner

CMSA

0.97

EPRT

2.95

Dividend Yield

Winner

CMSA

6.19%

EPRT

3.91%

5Y Dividends CAGR

CMSA

-0.01%

Winner

EPRT

10.02%

5Y EPS CAGR

CMSA

3.94%

Winner

EPRT

24.27%

Debt to Equity

CMSA

199.20%

Winner

EPRT

59.92%

Free Cash Flow Yield

CMSA

-54.91%

Winner

EPRT

5.96%

P/S Ratio

CMSA

N/A

EPRT

11.49

P/B Ratio

CMSA

N/A

EPRT

1.54

CMSA vs EPRT - Historical Returns

Returns include dividend reinvestment.

Period	CMSA	EPRT
1 month	-1.59%	-2.34%
3 months	-4.72%	-4.41%
6 months	-1.68%	+1.66%
1 year	+9.24%	+2.83%
5 years(CAGR)	+1.16%	+9.37%
10 years(CAGR)	+3.67%	N/A
Max(CAGR)	+3.67%	+15.84%

Winner

CMSA

-1.59%

EPRT

-2.34%

CMSA

-4.72%

Winner

EPRT

-4.41%

CMSA

-1.68%

Winner

EPRT

+1.66%

Winner

CMSA

+9.24%

EPRT

+2.83%

5Y(CAGR)

CMSA

+1.16%

Winner

EPRT

+9.37%

10Y(CAGR)

CMSA

+3.67%

EPRT

N/A

Max(CAGR)

CMSA

+3.67%

Winner

EPRT

+15.84%

CMSA vs EPRT - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	CMSA	EPRT
2026	-0.99%	+5.29%
2025	+2.51%	+0.01%
2024	-3.65%	+25.08%
2023	+19.05%	+17.14%
2022	-12.22%	-15.03%
2021	-1.02%	+46.49%
2020	+13.20%	-8.06%
2019	+15.23%	+88.78%
2018	-2.55%	+3.08%

CMSA vs EPRT Drawdown Comparison

The maximum drawdown for CMSA was -32.25%, occurring on Mar 18, 2020. Recovery took 119 trading sessions.

The maximum drawdown for EPRT was -73.67%, occurring on Mar 18, 2020. Recovery took 333 trading sessions.

The current CMSA drawdown is -9.01%. The current EPRT drawdown is -8.50%.

Rank	CMSA	EPRT
#1	-32.25% Feb 4, 2020 - Jul 24, 2020	-73.67% Feb 10, 2020 - Jun 7, 2021
#2	-17.09% Jun 22, 2021 - Dec 20, 2023	-38.38% Sep 3, 2021 - Jul 11, 2024
#3	-15.78% Sep 23, 2024 - Sep 29, 2025	-15.54% Nov 27, 2024 - Feb 20, 2026
#4	-10.40% Sep 30, 2025 - Mar 31, 2026	-12.17% Mar 2, 2026 - Mar 27, 2026
#5	-8.34% Dec 30, 2020 - Jun 22, 2021	-8.97% May 22, 2019 - Aug 12, 2019
#6	-8.01% Aug 30, 2018 - Jan 11, 2019	-8.94% Dec 6, 2018 - Jan 18, 2019
#7	-6.92% Mar 21, 2024 - Aug 16, 2024	-8.59% Nov 15, 2019 - Jan 21, 2020
#8	-4.02% Nov 14, 2019 - Jan 9, 2020	-8.46% Jul 23, 2024 - Aug 21, 2024
#9	-3.90% Mar 16, 2018 - Aug 22, 2018	-7.48% Sep 23, 2024 - Nov 27, 2024
#10	-3.39% Jan 31, 2019 - Mar 27, 2019	-6.36% Sep 10, 2018 - Nov 29, 2018
#11	-3.35% Apr 30, 2019 - Jun 10, 2019	-5.64% Jun 14, 2021 - Jul 20, 2021
#12	-3.32% Sep 3, 2019 - Sep 27, 2019	-4.12% Jul 19, 2018 - Aug 16, 2018
#13	-3.14% Jul 29, 2020 - Oct 27, 2020	-3.87% Apr 12, 2019 - Apr 24, 2019
#14	-2.81% Feb 1, 2024 - Feb 23, 2024	-3.49% Sep 4, 2019 - Sep 20, 2019
#15	-2.34% Jul 31, 2019 - Aug 20, 2019	-3.28% May 3, 2019 - May 17, 2019