CMSA vs NOV

Comparison between CMS Energy Corporation (CMSA, Company) and NOV Inc (NOV, Company).

CMSA is from the Utilities sector, while NOV is from the Energy sector.

5-Year PerformanceNOV has outperformed CMSA, delivering a return of +5.0% compared to +0.8%

CMSA vs NOV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSA(COMPANY)	NOV(COMPANY)
Market Cap	$6.50B	$6.52B
Max Drawdown	33.16%	91.25%
Sharpe Ratio	0.05	1.02
5Y Beta	0.18	1.18
Industry	Multiline Utilities	Oil & Gas Equipment & Services
P/E Ratio	5.80	75.13
Forward P/E	N/A	20.33
PEG Ratio	0.93	1.13
Dividend Yield	6.49%	1.70%
5Y Dividends CAGR	4.55%	N/A
5Y EPS CAGR	3.94%	N/A
Debt to Equity	199.20%	27.61%
Free Cash Flow Yield	-57.13%	11.26%
P/S Ratio	N/A	0.75
P/B Ratio	N/A	1.05

Market Cap

CMSA

$6.50B

Winner

NOV

$6.52B

Max Drawdown

Winner

CMSA

33.16%

NOV

91.25%

Sharpe Ratio

CMSA

0.05

Winner

NOV

1.02

5Y Beta

Winner

CMSA

0.18

NOV

1.18

Industry

CMSA

Multiline Utilities

NOV

Oil & Gas Equipment & Services

P/E Ratio

Winner

CMSA

5.80

NOV

75.13

Forward P/E

CMSA

N/A

NOV

20.33

PEG Ratio

Winner

CMSA

0.93

NOV

1.13

Dividend Yield

Winner

CMSA

6.49%

NOV

1.70%

5Y Dividends CAGR

CMSA

4.55%

NOV

N/A

5Y EPS CAGR

CMSA

3.94%

NOV

N/A

Debt to Equity

CMSA

199.20%

Winner

NOV

27.61%

Free Cash Flow Yield

CMSA

-57.13%

Winner

NOV

11.26%

P/S Ratio

CMSA

N/A

NOV

0.75

P/B Ratio

CMSA

N/A

NOV

1.05

CMSA vs NOV - Historical Returns

Returns include dividend reinvestment.

Period	CMSA	NOV
1 month	-1.82%	-11.51%
3 months	+0.25%	-3.20%
6 months	-2.20%	+11.32%
1 year	+3.60%	+39.84%
5 years(CAGR)	+0.82%	+4.99%
10 years(CAGR)	+3.47%	-5.12%
Max(CAGR)	+3.47%	+5.22%

Winner

CMSA

-1.82%

NOV

-11.51%

Winner

CMSA

+0.25%

NOV

-3.20%

CMSA

-2.20%

Winner

NOV

+11.32%

CMSA

+3.60%

Winner

NOV

+39.84%

5Y(CAGR)

CMSA

+0.82%

Winner

NOV

+4.99%

10Y(CAGR)

Winner

CMSA

+3.47%

NOV

-5.12%

Max(CAGR)

CMSA

+3.47%

Winner

NOV

+5.22%

CMSA vs NOV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSA	NOV
2026	-2.20%	+11.32%
2025	+2.51%	+10.50%
2024	-3.65%	-26.36%
2023	+19.05%	+3.30%
2022	-12.22%	+46.63%
2021	-1.02%	-2.05%
2020	+13.20%	-45.33%
2019	+15.23%	-2.29%
2018	-2.55%	-29.79%
2017	N/A	-4.18%
2016	N/A	+10.23%
2015	N/A	-46.64%
2014	N/A	-6.01%
2013	N/A	+14.94%
2012	N/A	-2.91%
2011	N/A	+2.32%
2010	N/A	+47.29%
2009	N/A	+68.53%
2008	N/A	-67.57%
2007	N/A	+152.27%
2006	N/A	-9.78%
2005	N/A	+84.74%
2004	N/A	+58.54%
2003	N/A	-1.02%
2002	N/A	+10.64%
2001	N/A	-46.12%
2000	N/A	+164.46%
1999	N/A	+17.26%

CMSA vs NOV Drawdown Comparison

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

The maximum drawdown for NOV was -89.77%, occurring on Oct 28, 2020. This drawdown has not yet recovered.

The current CMSA drawdown is -10.13%. The current NOV drawdown is -74.71%.

Rank	CMSA	NOV
#1	-32.25% Feb 4, 2020 - Jul 24, 2020	-89.77% Aug 29, 2014 - Oct 28, 2020
#2	-17.09% Jun 22, 2021 - Dec 20, 2023	-80.49% Jun 23, 2008 - Jun 9, 2014
#3	-15.78% Sep 23, 2024 - Sep 29, 2025	-68.12% Feb 14, 2001 - Feb 11, 2005
#4	-11.37% Sep 30, 2025 - Jun 26, 2026	-35.05% Oct 15, 2007 - May 20, 2008
#5	-8.34% Dec 30, 2020 - Jun 22, 2021	-31.96% Jan 30, 2006 - Mar 21, 2007
#6	-8.01% Aug 30, 2018 - Jan 11, 2019	-27.33% Aug 4, 2000 - Dec 18, 2000
#7	-6.92% Mar 21, 2024 - Aug 16, 2024	-26.90% Mar 29, 2000 - Jun 21, 2000
#8	-4.02% Nov 14, 2019 - Jan 9, 2020	-20.85% Mar 14, 2005 - Jul 22, 2005
#9	-3.90% Mar 16, 2018 - Aug 22, 2018	-18.24% Nov 22, 1999 - Jan 7, 2000
#10	-3.39% Jan 31, 2019 - Mar 27, 2019	-18.19% Sep 28, 2005 - Jan 3, 2006
#11	-3.35% Apr 30, 2019 - Jun 10, 2019	-16.76% Jul 25, 2007 - Aug 31, 2007
#12	-3.32% Sep 3, 2019 - Sep 27, 2019	-13.73% Dec 28, 2000 - Feb 9, 2001
#13	-3.14% Jul 29, 2020 - Oct 27, 2020	-12.30% Jan 26, 2000 - Feb 10, 2000
#14	-2.81% Feb 1, 2024 - Feb 23, 2024	-11.21% Mar 2, 2000 - Mar 22, 2000
#15	-2.34% Jul 31, 2019 - Aug 20, 2019	-8.33% Jul 3, 2000 - Jul 18, 2000

Correlation

Correlation between CMSA and NOV is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63

-101

Dividend Comparison (2009 - 2026)

CMSA vs NOV dividend yield comparison.

Year	CMSA	NOV
2026	3.34%	1.50%
2025	6.41%	3.26%
2024	6.30%	1.88%
2023	5.74%	0.99%
2022	6.46%	0.96%
2021	5.32%	0.37%
2020	4.94%	0.36%
2019	5.37%	0.80%
2018	2.97%	0.78%
2017	0.00%	0.56%
2016	0.00%	1.63%
2015	0.00%	5.49%
2014	0.00%	14.84%
2013	0.00%	1.14%
2012	0.00%	0.72%
2011	0.00%	0.66%
2010	0.00%	0.61%
2009	0.00%	2.49%