CMSC vs CHE

Comparison between CMS Energy Corporation (CMSC, Company) and Chemed Corp (CHE, Company).

CMSC is from the Utilities sector, while CHE is from the Healthcare sector.

5-Year PerformanceCMSC has outperformed CHE, delivering a return of +1.7% compared to +1.3%

CMSC vs CHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSC(COMPANY)	CHE(COMPANY)
Market Cap	$6.89B	$6.89B
Max Drawdown	33.40%	54.57%
Sharpe Ratio	-0.04	0.39
5Y Beta	0.16	0.25
Industry	Multiline Utilities	Medical Care Facilities
P/E Ratio	6.15	28.26
Forward P/E	N/A	20.70
PEG Ratio	0.99	2.07
Dividend Yield	6.65%	0.46%
5Y Dividends CAGR	4.57%	16.35%
5Y EPS CAGR	3.94%	7.17%
Debt to Equity	199.20%	10.75%
Free Cash Flow Yield	-53.87%	5.48%
P/S Ratio	N/A	2.63
P/B Ratio	N/A	7.89

Market Cap

Winner

CMSC

$6.89B

CHE

$6.89B

Max Drawdown

Winner

CMSC

33.40%

CHE

54.57%

Sharpe Ratio

CMSC

-0.04

Winner

CHE

0.39

5Y Beta

Winner

CMSC

0.16

CHE

0.25

Industry

CMSC

Multiline Utilities

CHE

Medical Care Facilities

P/E Ratio

Winner

CMSC

6.15

CHE

28.26

Forward P/E

CMSC

N/A

CHE

20.70

PEG Ratio

Winner

CMSC

0.99

CHE

2.07

Dividend Yield

Winner

CMSC

6.65%

CHE

0.46%

5Y Dividends CAGR

CMSC

4.57%

Winner

CHE

16.35%

5Y EPS CAGR

CMSC

3.94%

Winner

CHE

7.17%

Debt to Equity

CMSC

199.20%

Winner

CHE

10.75%

Free Cash Flow Yield

CMSC

-53.87%

Winner

CHE

5.48%

P/S Ratio

CMSC

N/A

CHE

2.63

P/B Ratio

CMSC

N/A

CHE

7.89

CMSC vs CHE - Historical Returns

Returns include dividend reinvestment.

Period	CMSC	CHE
1 month	+0.04%	+13.17%
3 months	-3.45%	+31.41%
6 months	-5.31%	+12.79%
1 year	+3.47%	+8.41%
5 years(CAGR)	+1.73%	+1.29%
10 years(CAGR)	N/A	+13.84%
Max(CAGR)	+4.02%	+14.98%

CMSC

+0.04%

Winner

CHE

+13.17%

CMSC

-3.45%

Winner

CHE

+31.41%

CMSC

-5.31%

Winner

CHE

+12.79%

CMSC

+3.47%

Winner

CHE

+8.41%

5Y(CAGR)

Winner

CMSC

+1.73%

CHE

+1.29%

10Y(CAGR)

CMSC

N/A

CHE

+13.84%

Max(CAGR)

CMSC

+4.02%

Winner

CHE

+14.98%

CMSC vs CHE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSC	CHE
2026	-1.75%	+18.90%
2025	+3.88%	-18.59%
2024	-0.89%	-9.08%
2023	+17.46%	+15.69%
2022	-11.50%	-2.86%
2021	-0.02%	+0.38%
2020	+10.47%	+21.18%
2019	+16.28%	+59.29%
2018	-3.45%	+15.13%
2017	N/A	+50.72%
2016	N/A	+10.09%
2015	N/A	+43.71%
2014	N/A	+42.36%
2013	N/A	+9.35%
2012	N/A	+32.41%
2011	N/A	-19.29%
2010	N/A	+29.93%
2009	N/A	+20.74%
2008	N/A	-26.70%
2007	N/A	+47.57%
2006	N/A	-28.78%
2005	N/A	+51.19%
2004	N/A	+38.29%
2003	N/A	+30.10%
2002	N/A	+5.60%
2001	N/A	+2.17%
2000	N/A	+20.85%
1999	N/A	-1.72%

CMSC vs CHE Drawdown Comparison

The maximum drawdown for CMSC was -32.28%, occurring on Mar 18, 2020. Recovery took 208 trading sessions.

The maximum drawdown for CHE was -54.29%, occurring on Oct 10, 2008. Recovery took 955 trading sessions.

The current CMSC drawdown is -6.14%. The current CHE drawdown is -22.01%.

Rank	CMSC	CHE
#1	-32.28% Sep 27, 2019 - Jul 27, 2020	-54.29% Jul 12, 2007 - Apr 26, 2011
#2	-17.19% Jun 22, 2021 - Nov 30, 2023	-50.93% Apr 20, 2006 - May 7, 2007
#3	-10.25% Sep 10, 2024 - Aug 25, 2025	-42.88% Mar 19, 2024 - Mar 27, 2026
#4	-7.07% Feb 20, 2026 - Mar 31, 2026	-35.92% Feb 10, 2004 - Dec 29, 2004
#5	-6.62% Dec 31, 2020 - Jun 17, 2021	-32.50% May 10, 2011 - Sep 14, 2012
#6	-5.54% Jan 31, 2019 - Apr 1, 2019	-31.11% Jan 18, 2001 - Apr 17, 2002
#7	-5.37% Oct 27, 2025 - Feb 18, 2026	-30.63% Feb 19, 2020 - Aug 6, 2020
#8	-5.03% Nov 8, 2018 - Jan 28, 2019	-26.54% Jan 25, 2021 - Apr 11, 2023
#9	-4.25% Mar 21, 2024 - Aug 14, 2024	-24.18% May 14, 2002 - May 30, 2003
#10	-3.95% Sep 4, 2019 - Sep 23, 2019	-21.87% May 2, 2013 - Feb 18, 2014
#11	-3.59% Aug 14, 2020 - Oct 30, 2020	-20.43% Dec 1, 2015 - Dec 15, 2016
#12	-2.35% Jul 30, 2019 - Aug 20, 2019	-20.03% May 18, 2018 - May 6, 2019
#13	-1.70% Sep 17, 2025 - Oct 17, 2025	-16.23% Jul 8, 2003 - Dec 19, 2003
#14	-1.57% Nov 16, 2020 - Dec 9, 2020	-16.13% Nov 2, 1999 - Dec 22, 1999
#15	-1.40% Dec 14, 2023 - Dec 27, 2023	-15.51% Aug 7, 2015 - Oct 27, 2015

Correlation

Correlation between CMSC and CHE is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (1999 - 2026)

CMSC vs CHE dividend yield comparison.

Year	CMSC	CHE
2026	3.38%	0.24%
2025	6.48%	0.51%
2024	6.41%	0.34%
2023	5.93%	0.27%
2022	6.62%	0.29%
2021	5.49%	0.26%
2020	5.17%	0.25%
2019	5.48%	0.28%
2018	0.00%	0.41%
2017	0.00%	0.44%
2016	0.00%	0.62%
2015	0.00%	0.61%
2014	0.00%	0.79%
2013	0.00%	0.99%
2012	0.00%	0.99%
2011	0.00%	1.17%
2010	0.00%	0.82%
2009	0.00%	0.75%
2008	0.00%	0.60%
2007	0.00%	0.43%
2006	0.00%	0.65%
2005	0.00%	0.48%
2004	0.00%	0.72%
2003	0.00%	1.04%
2002	0.00%	1.27%
2001	0.00%	1.30%
2000	0.00%	1.19%
1999	0.00%	1.85%