CMSA vs VAL

Comparison between CMS Energy Corporation (CMSA, Company) and Valaris Ltd (VAL, Company).

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

5-Year PerformanceVAL has outperformed CMSA, delivering a return of +37.4% compared to +1.9%

CMSA vs VAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSA(COMPANY)	VAL(COMPANY)
Market Cap	$6.83B	$6.86B
Max Drawdown	33.16%	81.72%
Sharpe Ratio	0.86	1.88
5Y Beta	0.19	1.29
Industry	Multiline Utilities	Oil & Gas Drilling
P/E Ratio	6.10	6.85
Forward P/E	N/A	31.06
PEG Ratio	0.98	0.03
Dividend Yield	6.11%	N/A
5Y Dividends CAGR	-0.01%	13.63%
5Y EPS CAGR	3.94%	10.57%
Debt to Equity	199.20%	34.38%
Free Cash Flow Yield	-54.31%	1.77%
P/S Ratio	N/A	3.16
P/B Ratio	N/A	2.08

Market Cap

CMSA

$6.83B

Winner

VAL

$6.86B

Max Drawdown

Winner

CMSA

33.16%

VAL

81.72%

Sharpe Ratio

CMSA

0.86

Winner

VAL

1.88

5Y Beta

Winner

CMSA

0.19

VAL

1.29

Industry

CMSA

Multiline Utilities

VAL

Oil & Gas Drilling

P/E Ratio

Winner

CMSA

6.10

VAL

6.85

Forward P/E

CMSA

N/A

VAL

31.06

PEG Ratio

CMSA

0.98

Winner

VAL

0.03

Dividend Yield

CMSA

6.11%

VAL

N/A

5Y Dividends CAGR

CMSA

-0.01%

Winner

VAL

13.63%

5Y EPS CAGR

CMSA

3.94%

Winner

VAL

10.57%

Debt to Equity

CMSA

199.20%

Winner

VAL

34.38%

Free Cash Flow Yield

CMSA

-54.31%

Winner

VAL

1.77%

P/S Ratio

CMSA

N/A

VAL

3.16

P/B Ratio

CMSA

N/A

VAL

2.08

CMSA vs VAL - Historical Returns

Returns include dividend reinvestment.

Period	CMSA	VAL
1 month	+0.64%	+15.01%
3 months	-2.11%	+9.87%
6 months	-1.08%	+84.87%
1 year	+10.37%	+169.64%
5 years(CAGR)	+1.90%	+37.43%
10 years(CAGR)	+3.92%	+0.02%
Max(CAGR)	+3.92%	+8.88%

CMSA

+0.64%

Winner

VAL

+15.01%

CMSA

-2.11%

Winner

VAL

+9.87%

CMSA

-1.08%

Winner

VAL

+84.87%

CMSA

+10.37%

Winner

VAL

+169.64%

5Y(CAGR)

CMSA

+1.90%

Winner

VAL

+37.43%

10Y(CAGR)

Winner

CMSA

+3.92%

VAL

+0.02%

Max(CAGR)

CMSA

+3.92%

Winner

VAL

+8.88%

CMSA vs VAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSA	VAL
2026	+0.84%	+102.17%
2025	+2.51%	+12.05%
2024	-3.65%	-35.03%
2023	+19.05%	+7.22%
2022	-12.22%	+77.71%
2021	-1.02%	+51.90%
2020	+13.20%	N/A
2019	+15.23%	N/A
2018	-2.55%	N/A
2017	N/A	+9.62%
2016	N/A	+26.93%
2015	N/A	-2.25%
2014	N/A	+24.43%
2013	N/A	+11.31%
2012	N/A	+61.53%
2011	N/A	+13.92%
2010	N/A	+24.33%
2009	N/A	+50.28%
2008	N/A	-17.17%
2007	N/A	-19.36%
2006	N/A	+11.90%
2005	N/A	+1.79%
2004	N/A	+2.70%
2003	N/A	+11.75%
2002	N/A	+15.12%
2001	N/A	+33.18%
2000	N/A	-19.02%
1999	N/A	+40.31%

CMSA vs VAL Drawdown Comparison

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

The maximum drawdown for VAL was -81.72%, occurring on May 25, 2021. This drawdown has not yet recovered.

The current CMSA drawdown is -7.33%. The current VAL drawdown is -6.69%.

Rank	CMSA	VAL
#1	-32.25% Feb 4, 2020 - Jul 24, 2020	-81.72% May 30, 2017 - May 25, 2021
#2	-17.09% Jun 22, 2021 - Dec 20, 2023	-51.99% Jan 12, 2000 - Dec 6, 2001
#3	-15.78% Sep 23, 2024 - Sep 29, 2025	-48.28% Jun 1, 2007 - Sep 16, 2009
#4	-10.40% Sep 30, 2025 - Mar 31, 2026	-30.99% Apr 7, 2011 - Jan 4, 2012
#5	-8.34% Dec 30, 2020 - Jun 22, 2021	-28.55% May 17, 2002 - Nov 12, 2003
#6	-8.01% Aug 30, 2018 - Jan 11, 2019	-19.00% Mar 2, 2015 - Mar 21, 2016
#7	-6.92% Mar 21, 2024 - Aug 16, 2024	-18.59% Apr 27, 2004 - Nov 29, 2005
#8	-4.02% Nov 14, 2019 - Jan 9, 2020	-18.09% May 10, 2006 - Mar 22, 2007
#9	-3.90% Mar 16, 2018 - Aug 22, 2018	-15.65% May 20, 2013 - Jan 14, 2014
#10	-3.39% Jan 31, 2019 - Mar 27, 2019	-12.98% Jan 25, 2013 - May 14, 2013
#11	-3.35% Apr 30, 2019 - Jun 10, 2019	-12.76% May 10, 2012 - Jun 29, 2012
#12	-3.32% Sep 3, 2019 - Sep 27, 2019	-11.59% Jan 5, 2010 - Mar 4, 2010
#13	-3.14% Jul 29, 2020 - Oct 27, 2020	-10.03% Sep 18, 2009 - Nov 17, 2009
#14	-2.81% Feb 1, 2024 - Feb 23, 2024	-9.89% Jun 15, 2010 - Nov 22, 2010
#15	-2.34% Jul 31, 2019 - Aug 20, 2019	-9.72% Jul 11, 2016 - Jan 24, 2017

Correlation

Correlation between CMSA and VAL is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (1999 - 2026)

CMSA vs VAL dividend yield comparison.

Year	CMSA	VAL
2026	1.59%	0.00%
2025	6.41%	0.00%
2024	6.30%	0.00%
2023	5.74%	0.00%
2022	6.46%	0.00%
2021	5.32%	0.00%
2020	4.94%	0.00%
2019	5.37%	0.00%
2018	2.97%	0.00%
2017	0.00%	0.65%
2016	0.00%	1.31%
2015	0.00%	1.48%
2014	0.00%	1.25%
2013	0.00%	1.33%
2012	0.00%	1.33%
2011	0.00%	1.90%
2010	0.00%	1.91%
2009	0.00%	2.25%
2008	0.00%	3.15%
2007	0.00%	2.35%
2006	0.00%	1.27%
2005	0.00%	1.66%
2004	0.00%	1.48%
2003	0.00%	1.27%
2002	0.00%	1.29%
2001	0.00%	1.73%
2000	0.00%	1.24%
1999	0.00%	0.31%