CMSC vs PBF

Comparison between CMS Energy Corporation (CMSC, Company) and PBF Energy Inc - Class A (PBF, Company).

CMSC is from the Utilities sector, while PBF is from the Energy sector.

5-Year PerformancePBF has outperformed CMSC, delivering a return of +47.5% compared to +1.9%

CMSC vs PBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSC(COMPANY)	PBF(COMPANY)
Market Cap	$6.89B	$6.89B
Max Drawdown	33.40%	92.01%
Sharpe Ratio	0.24	1.59
5Y Beta	0.16	0.71
Industry	Multiline Utilities	Oil & Gas Refining & Marketing
P/E Ratio	6.15	-171.08
Forward P/E	N/A	11.99
PEG Ratio	0.99	2.51
Dividend Yield	6.65%	1.81%
5Y Dividends CAGR	4.57%	N/A
5Y EPS CAGR	3.94%	-50.45%
Debt to Equity	199.20%	50.76%
Free Cash Flow Yield	-53.87%	-9.93%
P/S Ratio	N/A	0.24
P/B Ratio	N/A	1.23

Market Cap

Winner

CMSC

$6.89B

PBF

$6.89B

Max Drawdown

Winner

CMSC

33.40%

PBF

92.01%

Sharpe Ratio

CMSC

0.24

Winner

PBF

1.59

5Y Beta

Winner

CMSC

0.16

PBF

0.71

Industry

CMSC

Multiline Utilities

PBF

Oil & Gas Refining & Marketing

P/E Ratio

CMSC

6.15

Winner

PBF

-171.08

Forward P/E

CMSC

N/A

PBF

11.99

PEG Ratio

Winner

CMSC

0.99

PBF

2.51

Dividend Yield

Winner

CMSC

6.65%

PBF

1.81%

5Y Dividends CAGR

CMSC

4.57%

PBF

N/A

5Y EPS CAGR

Winner

CMSC

3.94%

PBF

-50.45%

Debt to Equity

CMSC

199.20%

Winner

PBF

50.76%

Free Cash Flow Yield

CMSC

-53.87%

Winner

PBF

-9.93%

P/S Ratio

CMSC

N/A

PBF

0.24

P/B Ratio

CMSC

N/A

PBF

1.23

CMSC vs PBF - Historical Returns

Returns include dividend reinvestment.

Period	CMSC	PBF
1 month	+0.26%	+55.66%
3 months	-0.87%	+43.92%
6 months	-2.90%	+109.40%
1 year	+5.69%	+152.30%
5 years(CAGR)	+1.95%	+47.49%
10 years(CAGR)	N/A	+13.76%
Max(CAGR)	+4.21%	+9.69%

CMSC

+0.26%

Winner

PBF

+55.66%

CMSC

-0.87%

Winner

PBF

+43.92%

CMSC

-2.90%

Winner

PBF

+109.40%

CMSC

+5.69%

Winner

PBF

+152.30%

5Y(CAGR)

CMSC

+1.95%

Winner

PBF

+47.49%

10Y(CAGR)

CMSC

N/A

PBF

+13.76%

Max(CAGR)

CMSC

+4.21%

Winner

PBF

+9.69%

CMSC vs PBF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CMSC	PBF
2026	-0.39%	+116.73%
2025	+3.88%	+5.87%
2024	-0.89%	-38.60%
2023	+17.46%	+19.40%
2022	-11.50%	+192.12%
2021	-0.02%	+89.62%
2020	+10.47%	-77.40%
2019	+16.28%	-2.52%
2018	-3.45%	-7.09%
2017	N/A	+30.89%
2016	N/A	-17.48%
2015	N/A	+44.65%
2014	N/A	-10.54%
2013	N/A	+11.55%
2012	N/A	+10.67%

CMSC vs PBF Drawdown Comparison

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

The maximum drawdown for PBF was -91.50%, occurring on Oct 28, 2020. Recovery took 1221 trading sessions.

The current CMSC drawdown is -4.84%.

Rank	CMSC	PBF
#1	-32.28% Sep 27, 2019 - Jul 27, 2020	-91.50% Oct 3, 2018 - Aug 11, 2023
#2	-17.19% Jun 22, 2021 - Nov 30, 2023	-76.04% Apr 5, 2024 - Jul 13, 2026
#3	-10.25% Sep 10, 2024 - Aug 25, 2025	-50.54% Nov 27, 2015 - Apr 17, 2018
#4	-7.07% Feb 20, 2026 - Mar 31, 2026	-48.92% Mar 4, 2013 - Nov 18, 2015
#5	-6.62% Dec 31, 2020 - Jun 17, 2021	-26.53% Sep 28, 2023 - Mar 13, 2024
#6	-5.54% Jan 31, 2019 - Apr 1, 2019	-17.78% Jun 4, 2018 - Aug 7, 2018
#7	-5.37% Oct 27, 2025 - Feb 18, 2026	-11.40% Sep 4, 2018 - Oct 3, 2018
#8	-5.03% Nov 8, 2018 - Jan 28, 2019	-9.70% Aug 7, 2018 - Aug 29, 2018
#9	-4.25% Mar 21, 2024 - Aug 14, 2024	-7.97% Aug 11, 2023 - Sep 7, 2023
#10	-3.95% Sep 4, 2019 - Sep 23, 2019	-6.81% Jan 2, 2013 - Jan 17, 2013
#11	-3.59% Aug 14, 2020 - Oct 30, 2020	-3.64% Mar 20, 2024 - Mar 28, 2024
#12	-2.35% Jul 30, 2019 - Aug 20, 2019	-3.50% Sep 14, 2023 - Sep 28, 2023
#13	-1.70% Sep 17, 2025 - Oct 17, 2025	-3.50% Jul 14, 2026 - Jul 16, 2026
#14	-1.57% Nov 16, 2020 - Dec 9, 2020	-3.30% Apr 26, 2018 - May 2, 2018
#15	-1.40% Dec 14, 2023 - Dec 27, 2023	-3.13% Jan 17, 2013 - Jan 24, 2013

Correlation

Correlation between CMSC and PBF is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25

-101

Dividend Comparison (2013 - 2026)

CMSC vs PBF dividend yield comparison.

Year	CMSC	PBF
2026	3.33%	0.90%
2025	6.48%	4.06%
2024	6.41%	3.86%
2023	5.93%	1.93%
2022	6.62%	0.49%
2021	5.49%	0.00%
2020	5.17%	4.23%
2019	5.48%	3.83%
2018	0.00%	3.67%
2017	0.00%	3.39%
2016	0.00%	4.30%
2015	0.00%	3.26%
2014	0.00%	4.50%
2013	0.00%	3.81%