CMSC vs LUMN

Comparison between CMS Energy Corporation (CMSC, Company) and Lumen Technologies Inc (LUMN, Company).

CMSC is from the Utilities sector, while LUMN is from the Communication Services sector.

5-Year PerformanceCMSC has outperformed LUMN, delivering a return of +1.7% compared to -10.5%

CMSC vs LUMN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSC(COMPANY)	LUMN(COMPANY)
Market Cap	$6.89B	$6.90B
Max Drawdown	33.40%	98.02%
Sharpe Ratio	-0.04	0.83
5Y Beta	0.16	2.21
Industry	Multiline Utilities	Telecom Services
P/E Ratio	6.15	-3.96
Forward P/E	N/A	98.04
PEG Ratio	0.99	-0.01
Dividend Yield	6.65%	N/A
5Y Dividends CAGR	4.57%	-14.27%
5Y EPS CAGR	3.94%	11.55%
Debt to Equity	199.20%	0.00%
Free Cash Flow Yield	-53.87%	71.96%
P/S Ratio	N/A	0.57
P/B Ratio	N/A	14.62

Market Cap

CMSC

$6.89B

Winner

LUMN

$6.90B

Max Drawdown

Winner

CMSC

33.40%

LUMN

98.02%

Sharpe Ratio

CMSC

-0.04

Winner

LUMN

0.83

5Y Beta

Winner

CMSC

0.16

LUMN

2.21

Industry

CMSC

Multiline Utilities

LUMN

Telecom Services

P/E Ratio

CMSC

6.15

Winner

LUMN

-3.96

Forward P/E

CMSC

N/A

LUMN

98.04

PEG Ratio

CMSC

0.99

Winner

LUMN

-0.01

Dividend Yield

CMSC

6.65%

LUMN

N/A

5Y Dividends CAGR

Winner

CMSC

4.57%

LUMN

-14.27%

5Y EPS CAGR

CMSC

3.94%

Winner

LUMN

11.55%

Debt to Equity

CMSC

199.20%

Winner

LUMN

0.00%

Free Cash Flow Yield

CMSC

-53.87%

Winner

LUMN

71.96%

P/S Ratio

CMSC

N/A

LUMN

0.57

P/B Ratio

CMSC

N/A

LUMN

14.62

CMSC vs LUMN - Historical Returns

Returns include dividend reinvestment.

Period	CMSC	LUMN
1 month	+0.04%	-16.71%
3 months	-3.45%	-27.52%
6 months	-5.31%	-23.80%
1 year	+3.47%	+42.89%
5 years(CAGR)	+1.73%	-10.48%
10 years(CAGR)	N/A	-9.27%
Max(CAGR)	+4.02%	-2.11%

Winner

CMSC

+0.04%

LUMN

-16.71%

Winner

CMSC

-3.45%

LUMN

-27.52%

Winner

CMSC

-5.31%

LUMN

-23.80%

CMSC

+3.47%

Winner

LUMN

+42.89%

5Y(CAGR)

Winner

CMSC

+1.73%

LUMN

-10.48%

10Y(CAGR)

CMSC

N/A

LUMN

-9.27%

Max(CAGR)

Winner

CMSC

+4.02%

LUMN

-2.11%

CMSC vs LUMN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSC	LUMN
2026	-1.75%	-15.08%
2025	+3.88%	+38.50%
2024	-0.89%	+180.95%
2023	+17.46%	-65.92%
2022	-11.50%	-56.05%
2021	-0.02%	+39.27%
2020	+10.47%	-17.27%
2019	+16.28%	-7.07%
2018	-3.45%	-2.38%
2017	N/A	-26.69%
2016	N/A	+2.43%
2015	N/A	-31.81%
2014	N/A	+32.52%
2013	N/A	-15.46%
2012	N/A	+12.83%
2011	N/A	-13.90%
2010	N/A	+36.31%
2009	N/A	+39.54%
2008	N/A	-28.38%
2007	N/A	-4.65%
2006	N/A	+32.72%
2005	N/A	-4.04%
2004	N/A	+9.14%
2003	N/A	+8.37%
2002	N/A	-10.02%
2001	N/A	-8.15%
2000	N/A	-20.51%
1999	N/A	+17.66%

CMSC vs LUMN Drawdown Comparison

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

The maximum drawdown for LUMN was -95.27%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

The current CMSC drawdown is -6.14%. The current LUMN drawdown is -68.47%.

Rank	CMSC	LUMN
#1	-32.28% Sep 27, 2019 - Jul 27, 2020	-95.27% Nov 3, 2014 - Nov 1, 2023
#2	-17.19% Jun 22, 2021 - Nov 30, 2023	-54.02% Jul 6, 2007 - Sep 28, 2010
#3	-10.25% Sep 10, 2024 - Aug 25, 2025	-53.30% Dec 7, 1999 - Apr 16, 2007
#4	-7.07% Feb 20, 2026 - Mar 31, 2026	-29.65% Dec 21, 2010 - Aug 1, 2012
#5	-6.62% Dec 31, 2020 - Jun 17, 2021	-28.85% Sep 13, 2012 - Jul 29, 2014
#6	-5.54% Jan 31, 2019 - Apr 1, 2019	-7.64% Sep 5, 2014 - Oct 30, 2014
#7	-5.37% Oct 27, 2025 - Feb 18, 2026	-4.37% Nov 19, 1999 - Dec 6, 1999
#8	-5.03% Nov 8, 2018 - Jan 28, 2019	-3.32% Jun 4, 2007 - Jun 14, 2007
#9	-4.25% Mar 21, 2024 - Aug 14, 2024	-3.24% Aug 13, 2012 - Sep 6, 2012
#10	-3.95% Sep 4, 2019 - Sep 23, 2019	-3.16% Nov 4, 2010 - Dec 1, 2010
#11	-3.59% Aug 14, 2020 - Oct 30, 2020	-2.83% Jul 29, 2014 - Aug 11, 2014
#12	-2.35% Jul 30, 2019 - Aug 20, 2019	-1.95% May 8, 2007 - May 23, 2007
#13	-1.70% Sep 17, 2025 - Oct 17, 2025	-1.92% Jun 14, 2007 - Jul 6, 2007
#14	-1.57% Nov 16, 2020 - Dec 9, 2020	-1.84% Oct 6, 2010 - Oct 21, 2010
#15	-1.40% Dec 14, 2023 - Dec 27, 2023	-1.72% Dec 14, 2010 - Dec 20, 2010

Correlation

Correlation between CMSC and LUMN is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101

Dividend Comparison (1999 - 2026)

CMSC vs LUMN dividend yield comparison.

Year	CMSC	LUMN
2026	3.38%	0.00%
2025	6.48%	0.00%
2024	6.41%	0.00%
2023	5.93%	0.00%
2022	6.62%	14.37%
2021	5.49%	7.97%
2020	5.17%	10.26%
2019	5.48%	7.57%
2018	0.00%	14.26%
2017	0.00%	12.95%
2016	0.00%	9.08%
2015	0.00%	8.59%
2014	0.00%	5.46%
2013	0.00%	6.78%
2012	0.00%	7.41%
2011	0.00%	7.80%
2010	0.00%	6.28%
2009	0.00%	7.73%
2008	0.00%	7.93%
2007	0.00%	0.63%
2006	0.00%	0.57%
2005	0.00%	0.72%
2004	0.00%	0.65%
2003	0.00%	0.67%
2002	0.00%	0.71%
2001	0.00%	0.61%
2000	0.00%	0.53%
1999	0.00%	0.09%