CMSA vs SFB

Comparison between CMS Energy Corporation (CMSA, Company) and Stifel Financial Corp (SFB, Company).

5-Year PerformanceCMSA has outperformed SFB, delivering a return of +1.2% compared to -1.4%

CMSA vs SFB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSA(COMPANY)	SFB(COMPANY)
Market Cap	$6.76B	$6.77B
Max Drawdown	33.16%	39.52%
Sharpe Ratio	0.66	0.21
5Y Beta	0.19	0.20
Industry	Multiline Utilities	Other
P/E Ratio	6.03	N/A
PEG Ratio	0.97	N/A
Dividend Yield	6.19%	6.37%
5Y Dividends CAGR	-0.01%	4.56%
5Y EPS CAGR	3.94%	N/A
Debt to Equity	199.20%	N/A
Free Cash Flow Yield	-54.91%	N/A

Market Cap

CMSA

$6.76B

Winner

SFB

$6.77B

Max Drawdown

Winner

CMSA

33.16%

SFB

39.52%

Sharpe Ratio

Winner

CMSA

0.66

SFB

0.21

5Y Beta

Winner

CMSA

0.19

SFB

0.20

Industry

CMSA

Multiline Utilities

SFB

Other

P/E Ratio

CMSA

6.03

SFB

N/A

PEG Ratio

CMSA

0.97

SFB

N/A

Dividend Yield

CMSA

6.19%

Winner

SFB

6.37%

5Y Dividends CAGR

CMSA

-0.01%

Winner

SFB

4.56%

5Y EPS CAGR

CMSA

3.94%

SFB

N/A

Debt to Equity

CMSA

199.20%

SFB

N/A

Free Cash Flow Yield

CMSA

-54.91%

SFB

N/A

CMSA vs SFB - Historical Returns

Returns include dividend reinvestment.

Period	CMSA	SFB
1 month	-1.59%	-0.85%
3 months	-4.72%	-2.12%
6 months	-1.68%	-3.56%
1 year	+9.24%	+5.62%
5 years(CAGR)	+1.16%	-1.43%
10 years(CAGR)	+3.67%	+1.15%
Max(CAGR)	+3.67%	+1.15%

CMSA

-1.59%

Winner

SFB

-0.85%

CMSA

-4.72%

Winner

SFB

-2.12%

Winner

CMSA

-1.68%

SFB

-3.56%

Winner

CMSA

+9.24%

SFB

+5.62%

5Y(CAGR)

Winner

CMSA

+1.16%

SFB

-1.43%

10Y(CAGR)

Winner

CMSA

+3.67%

SFB

+1.15%

Max(CAGR)

Winner

CMSA

+3.67%

SFB

+1.15%

CMSA vs SFB - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CMSA	SFB
2026	-0.99%	-2.31%
2025	+2.51%	+4.36%
2024	-3.65%	+5.81%
2023	+19.05%	+1.59%
2022	-12.22%	-17.44%
2021	-1.02%	+2.92%
2020	+13.20%	+6.35%
2019	+15.23%	+24.31%
2018	-2.55%	-16.37%
2017	N/A	+0.38%

CMSA vs SFB Drawdown Comparison

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

The maximum drawdown for SFB was -39.13%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current CMSA drawdown is -9.01%. The current SFB drawdown is -9.86%.

Rank	CMSA	SFB
#1	-32.25% Feb 4, 2020 - Jul 24, 2020	-39.13% Feb 11, 2020 - Jul 13, 2020
#2	-17.09% Jun 22, 2021 - Dec 20, 2023	-28.05% Sep 16, 2021 - Oct 20, 2023
#3	-15.78% Sep 23, 2024 - Sep 29, 2025	-19.72% Nov 27, 2017 - Jun 18, 2019
#4	-10.40% Sep 30, 2025 - Mar 31, 2026	-9.22% Oct 7, 2020 - Sep 13, 2021
#5	-8.34% Dec 30, 2020 - Jun 22, 2021	-5.57% Sep 27, 2019 - Jan 27, 2020
#6	-8.01% Aug 30, 2018 - Jan 11, 2019	-3.59% Aug 12, 2020 - Sep 28, 2020
#7	-6.92% Mar 21, 2024 - Aug 16, 2024	-2.77% Jun 26, 2019 - Jul 19, 2019
#8	-4.02% Nov 14, 2019 - Jan 9, 2020	-2.50% Sep 6, 2019 - Sep 23, 2019
#9	-3.90% Mar 16, 2018 - Aug 22, 2018	-1.14% Jul 27, 2020 - Aug 12, 2020
#10	-3.39% Jan 31, 2019 - Mar 27, 2019	-1.07% Oct 19, 2017 - Nov 24, 2017
#11	-3.35% Apr 30, 2019 - Jun 10, 2019	-0.92% Jul 13, 2020 - Jul 15, 2020
#12	-3.32% Sep 3, 2019 - Sep 27, 2019	-0.91% Jul 19, 2019 - Jul 29, 2019
#13	-3.14% Jul 29, 2020 - Oct 27, 2020	-0.90% Jan 27, 2020 - Feb 7, 2020
#14	-2.81% Feb 1, 2024 - Feb 23, 2024	-0.85% Aug 6, 2019 - Aug 13, 2019
#15	-2.34% Jul 31, 2019 - Aug 20, 2019	-0.58% Oct 1, 2020 - Oct 6, 2020