CMSA vs SM

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

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

5-Year PerformanceSM has outperformed CMSA, delivering a return of +7.4% compared to +0.7%

CMSA vs SM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSA(COMPANY)	SM(COMPANY)
Market Cap	$6.50B	$6.51B
Max Drawdown	33.16%	98.88%
Sharpe Ratio	0.46	0.21
5Y Beta	0.18	1.11
Industry	Multiline Utilities	Oil & Gas E&p
P/E Ratio	5.80	42.71
Forward P/E	N/A	3.97
PEG Ratio	0.93	N/A
Dividend Yield	6.42%	2.92%
5Y Dividends CAGR	4.55%	120.39%
5Y EPS CAGR	3.94%	N/A
Debt to Equity	199.20%	0.00%
Free Cash Flow Yield	-57.13%	33.33%

Market Cap

CMSA

$6.50B

Winner

$6.51B

Max Drawdown

Winner

CMSA

33.16%

98.88%

Sharpe Ratio

Winner

CMSA

0.46

0.21

5Y Beta

Winner

CMSA

0.18

1.11

Industry

CMSA

Multiline Utilities

Oil & Gas E&p

P/E Ratio

Winner

CMSA

5.80

42.71

Forward P/E

CMSA

N/A

3.97

PEG Ratio

CMSA

0.93

N/A

Dividend Yield

Winner

CMSA

6.42%

2.92%

5Y Dividends CAGR

CMSA

4.55%

Winner

120.39%

5Y EPS CAGR

CMSA

3.94%

N/A

Debt to Equity

CMSA

199.20%

Winner

0.00%

Free Cash Flow Yield

CMSA

-57.13%

Winner

33.33%

CMSA vs SM - Historical Returns

Returns include dividend reinvestment.

Period	CMSA	SM
1 month	-2.52%	-17.62%
3 months	-1.45%	+0.20%
6 months	-1.52%	+48.87%
1 year	+7.11%	+2.84%
5 years(CAGR)	+0.68%	+7.39%
10 years(CAGR)	+3.53%	+0.50%
Max(CAGR)	+3.53%	+6.40%

Winner

CMSA

-2.52%

-17.62%

CMSA

-1.45%

Winner

+0.20%

CMSA

-1.52%

Winner

+48.87%

Winner

CMSA

+7.11%

+2.84%

5Y(CAGR)

CMSA

+0.68%

Winner

+7.39%

10Y(CAGR)

Winner

CMSA

+3.53%

+0.50%

Max(CAGR)

CMSA

+3.53%

Winner

+6.40%

CMSA vs SM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSA	SM
2026	-1.88%	+44.04%
2025	+2.51%	-51.47%
2024	-3.65%	+1.24%
2023	+19.05%	+23.24%
2022	-12.22%	+10.45%
2021	-1.02%	+363.97%
2020	+13.20%	-44.67%
2019	+15.23%	-26.03%
2018	-2.55%	-33.18%
2017	N/A	-35.30%
2016	N/A	+73.27%
2015	N/A	-48.64%
2014	N/A	-53.20%
2013	N/A	+52.35%
2012	N/A	-31.45%
2011	N/A	+21.34%
2010	N/A	+63.50%
2009	N/A	+56.80%
2008	N/A	-48.20%
2007	N/A	+10.56%
2006	N/A	-4.22%
2005	N/A	+82.35%
2004	N/A	+44.17%
2003	N/A	+11.53%
2002	N/A	+16.86%
2001	N/A	-30.19%
2000	N/A	+185.26%
1999	N/A	-0.33%

CMSA vs SM Drawdown Comparison

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

The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The current CMSA drawdown is -9.83%. The current SM drawdown is -66.29%.

Rank	CMSA	SM
#1	-32.25% Feb 4, 2020 - Jul 24, 2020	-98.85% Nov 26, 2013 - Apr 1, 2020
#2	-17.09% Jun 22, 2021 - Dec 20, 2023	-82.05% Jun 30, 2008 - Feb 15, 2011
#3	-15.78% Sep 23, 2024 - Sep 29, 2025	-57.19% Jan 16, 2001 - Apr 12, 2004
#4	-10.40% Sep 30, 2025 - Mar 31, 2026	-51.83% Oct 27, 2011 - Oct 18, 2013
#5	-8.34% Dec 30, 2020 - Jun 22, 2021	-31.07% Aug 3, 2011 - Oct 26, 2011
#6	-8.01% Aug 30, 2018 - Jan 11, 2019	-30.27% Jul 7, 2000 - Sep 6, 2000
#7	-6.92% Mar 21, 2024 - Aug 16, 2024	-29.50% Apr 21, 2006 - May 2, 2008
#8	-4.02% Nov 14, 2019 - Jan 9, 2020	-24.07% Nov 9, 1999 - Feb 1, 2000
#9	-3.90% Mar 16, 2018 - Aug 22, 2018	-22.46% Oct 13, 2000 - Nov 21, 2000
#10	-3.39% Jan 31, 2019 - Mar 27, 2019	-21.62% Dec 28, 2000 - Jan 16, 2001
#11	-3.35% Apr 30, 2019 - Jun 10, 2019	-19.66% Apr 5, 2011 - Jul 15, 2011
#12	-3.32% Sep 3, 2019 - Sep 27, 2019	-18.80% Mar 4, 2005 - Jun 1, 2005
#13	-3.14% Jul 29, 2020 - Oct 27, 2020	-18.52% Jan 30, 2006 - Apr 18, 2006
#14	-2.81% Feb 1, 2024 - Feb 23, 2024	-16.88% Oct 3, 2005 - Dec 5, 2005
#15	-2.34% Jul 31, 2019 - Aug 20, 2019	-16.26% Mar 10, 2000 - Apr 4, 2000

Correlation

Correlation between CMSA and SM is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (1999 - 2026)

CMSA vs SM dividend yield comparison.

Year	CMSA	SM
2026	3.33%	1.62%
2025	6.41%	5.35%
2024	6.30%	1.91%
2023	5.74%	1.55%
2022	6.46%	0.46%
2021	5.32%	0.07%
2020	4.94%	0.33%
2019	5.37%	0.89%
2018	2.97%	0.65%
2017	0.00%	0.45%
2016	0.00%	0.29%
2015	0.00%	0.51%
2014	0.00%	0.26%
2013	0.00%	0.12%
2012	0.00%	0.19%
2011	0.00%	0.14%
2010	0.00%	0.17%
2009	0.00%	0.29%
2008	0.00%	0.49%
2007	0.00%	0.26%
2006	0.00%	0.27%
2005	0.00%	0.27%
2004	0.00%	0.24%
2003	0.00%	0.35%
2002	0.00%	0.40%
2001	0.00%	0.47%
2000	0.00%	0.32%
1999	0.00%	0.20%