CMSC vs HR

Comparison between CMS Energy Corporation (CMSC, Company) and Healthcare Realty Trust Inc (HR, Company).

CMSC is from the Utilities sector, while HR is from the Real Estate sector.

5-Year PerformanceCMSC has outperformed HR, delivering a return of +2.3% compared to +2.0%

CMSC vs HR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSC(COMPANY)	HR(COMPANY)
Market Cap	$7.05B	$7B
Max Drawdown	33.40%	70.97%
Sharpe Ratio	0.84	1.76
5Y Beta	0.16	0.34
Industry	Multiline Utilities	Reit - Healthcare Facilities
P/E Ratio	6.29	-28.85
Forward P/E	N/A	10.83
PEG Ratio	1.01	8.82
Dividend Yield	6.65%	4.77%
5Y Dividends CAGR	4.57%	-12.51%
5Y EPS CAGR	3.94%	N/A
Debt to Equity	199.20%	92.45%
Free Cash Flow Yield	-52.65%	6.53%
P/S Ratio	N/A	6.10
P/B Ratio	N/A	1.58

Market Cap

Winner

CMSC

$7.05B

$7B

Max Drawdown

Winner

CMSC

33.40%

70.97%

Sharpe Ratio

CMSC

0.84

Winner

1.76

5Y Beta

Winner

CMSC

0.16

0.34

Industry

CMSC

Multiline Utilities

Reit - Healthcare Facilities

P/E Ratio

CMSC

6.29

Winner

-28.85

Forward P/E

CMSC

N/A

10.83

PEG Ratio

Winner

CMSC

1.01

8.82

Dividend Yield

Winner

CMSC

6.65%

4.77%

5Y Dividends CAGR

Winner

CMSC

4.57%

-12.51%

5Y EPS CAGR

CMSC

3.94%

N/A

Debt to Equity

CMSC

199.20%

Winner

92.45%

Free Cash Flow Yield

CMSC

-52.65%

Winner

6.53%

P/S Ratio

CMSC

N/A

6.10

P/B Ratio

CMSC

N/A

1.58

CMSC vs HR - Historical Returns

Returns include dividend reinvestment.

Period	CMSC	HR
1 month	-0.18%	+9.23%
3 months	-1.63%	+9.41%
6 months	+0.54%	+12.04%
1 year	+10.00%	+44.44%
5 years(CAGR)	+2.29%	+2.03%
10 years(CAGR)	N/A	+3.50%
Max(CAGR)	+4.50%	+8.32%

CMSC

-0.18%

Winner

+9.23%

CMSC

-1.63%

Winner

+9.41%

CMSC

+0.54%

Winner

+12.04%

CMSC

+10.00%

Winner

+44.44%

5Y(CAGR)

Winner

CMSC

+2.29%

+2.03%

10Y(CAGR)

CMSC

N/A

+3.50%

Max(CAGR)

CMSC

+4.50%

Winner

+8.32%

CMSC vs HR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSC	HR
2026	+1.19%	+20.51%
2025	+3.88%	+10.01%
2024	-0.89%	+5.61%
2023	+17.46%	-5.95%
2022	-11.50%	-23.46%
2021	-0.02%	+18.37%
2020	+10.47%	-2.76%
2019	+16.28%	+29.96%
2018	-3.45%	-7.28%
2017	N/A	+10.63%
2016	N/A	+12.91%
2015	N/A	+6.98%
2014	N/A	+35.27%
2013	N/A	-8.19%
2012	N/A	+32.78%
2011	N/A	-8.83%
2010	N/A	+3.93%
2009	N/A	+6.42%
2008	N/A	-0.69%
2007	N/A	-22.23%
2006	N/A	+27.55%
2005	N/A	-10.35%
2004	N/A	+23.20%
2003	N/A	+32.76%
2002	N/A	+13.01%
2001	N/A	+42.74%
2000	N/A	+50.85%
1999	N/A	-17.29%

CMSC vs HR Drawdown Comparison

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

The maximum drawdown for HR was -61.46%, occurring on Mar 6, 2009. Recovery took 1510 trading sessions.

The current CMSC drawdown is -3.33%. The current HR drawdown is -5.58%.

Rank	CMSC	HR
#1	-32.28% Sep 27, 2019 - Jul 27, 2020	-61.46% Feb 20, 2007 - Feb 19, 2013
#2	-17.19% Jun 22, 2021 - Nov 30, 2023	-47.04% Aug 15, 2022 - Mar 14, 2024
#3	-10.25% Sep 10, 2024 - Aug 25, 2025	-34.81% Mar 6, 2020 - Oct 20, 2021
#4	-7.07% Feb 20, 2026 - Mar 31, 2026	-28.79% May 17, 2013 - Jan 6, 2015
#5	-6.62% Dec 31, 2020 - Jun 17, 2021	-26.00% Jan 27, 2015 - Jan 22, 2016
#6	-5.54% Jan 31, 2019 - Apr 1, 2019	-24.38% Jun 26, 2017 - Jun 19, 2019
#7	-5.37% Oct 27, 2025 - Feb 18, 2026	-23.35% Aug 1, 2016 - Jun 13, 2017
#8	-5.03% Nov 8, 2018 - Jan 28, 2019	-23.28% Apr 2, 2004 - Dec 1, 2004
#9	-4.25% Mar 21, 2024 - Aug 14, 2024	-23.25% Nov 2, 1999 - Apr 27, 2000
#10	-3.95% Sep 4, 2019 - Sep 23, 2019	-23.03% Oct 28, 2021 - Aug 12, 2022
#11	-3.59% Aug 14, 2020 - Oct 30, 2020	-20.83% Aug 26, 2002 - Jun 9, 2003
#12	-2.35% Jul 30, 2019 - Aug 20, 2019	-18.47% Aug 3, 2005 - Sep 20, 2006
#13	-1.70% Sep 17, 2025 - Oct 17, 2025	-16.70% Sep 28, 2000 - Dec 28, 2000
#14	-1.57% Nov 16, 2020 - Dec 9, 2020	-14.58% Aug 15, 2019 - Aug 19, 2019
#15	-1.40% Dec 14, 2023 - Dec 27, 2023	-14.50% Dec 6, 2004 - Jul 12, 2005

Correlation

Correlation between CMSC and HR is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

0.07

-101

Dividend Comparison (1999 - 2026)

CMSC vs HR dividend yield comparison.

Year	CMSC	HR
2026	1.61%	2.41%
2025	6.48%	6.49%
2024	6.41%	7.32%
2023	5.93%	7.20%
2022	6.62%	34.01%
2021	5.49%	7.89%
2020	5.17%	7.26%
2019	5.48%	7.34%
2018	0.00%	4.22%
2017	0.00%	3.74%
2016	0.00%	3.96%
2015	0.00%	4.24%
2014	0.00%	4.39%
2013	0.00%	5.63%
2012	0.00%	5.00%
2011	0.00%	6.46%
2010	0.00%	5.67%
2009	0.00%	7.18%
2008	0.00%	6.56%
2007	0.00%	26.94%
2006	0.00%	6.68%
2005	0.00%	7.89%
2004	0.00%	6.27%
2003	0.00%	6.91%
2002	0.00%	8.17%
2001	0.00%	8.25%
2000	0.00%	10.49%
1999	0.00%	3.49%