CMSC vs UGI

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

Both CMSC and UGI are from the Utilities sector.

5-Year PerformanceCMSC has outperformed UGI, delivering a return of +2.6% compared to -1.4%

CMSC vs UGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSC(COMPANY)	UGI(COMPANY)
Market Cap	$7.12B	$7.14B
Max Drawdown	33.40%	65.64%
Sharpe Ratio	1.02	0.06
5Y Beta	0.17	0.36
Industry	Multiline Utilities	Utilities - Regulated Gas
P/E Ratio	6.36	6.31
Forward P/E	N/A	7.73
PEG Ratio	1.02	0.29
Dividend Yield	6.65%	4.41%
5Y Dividends CAGR	4.57%	7.27%
5Y EPS CAGR	3.94%	20.61%
Debt to Equity	199.20%	0.00%
Free Cash Flow Yield	-52.10%	3.33%
P/S Ratio	N/A	0.97
P/B Ratio	N/A	1.28

Market Cap

CMSC

$7.12B

Winner

UGI

$7.14B

Max Drawdown

Winner

CMSC

33.40%

UGI

65.64%

Sharpe Ratio

Winner

CMSC

1.02

UGI

0.06

5Y Beta

Winner

CMSC

0.17

UGI

0.36

Industry

CMSC

Multiline Utilities

UGI

Utilities - Regulated Gas

P/E Ratio

CMSC

6.36

Winner

UGI

6.31

Forward P/E

CMSC

N/A

UGI

7.73

PEG Ratio

CMSC

1.02

Winner

UGI

0.29

Dividend Yield

Winner

CMSC

6.65%

UGI

4.41%

5Y Dividends CAGR

CMSC

4.57%

Winner

UGI

7.27%

5Y EPS CAGR

CMSC

3.94%

Winner

UGI

20.61%

Debt to Equity

CMSC

199.20%

Winner

UGI

0.00%

Free Cash Flow Yield

CMSC

-52.10%

Winner

UGI

3.33%

P/S Ratio

CMSC

N/A

UGI

0.97

P/B Ratio

CMSC

N/A

UGI

1.28

CMSC vs UGI - Historical Returns

Returns include dividend reinvestment.

Period	CMSC	UGI
1 month	+1.19%	-8.38%
3 months	-1.62%	-11.40%
6 months	-0.32%	-0.46%
1 year	+10.92%	+0.33%
5 years(CAGR)	+2.56%	-1.45%
10 years(CAGR)	N/A	+1.26%
Max(CAGR)	+4.64%	+9.51%

Winner

CMSC

+1.19%

UGI

-8.38%

Winner

CMSC

-1.62%

UGI

-11.40%

Winner

CMSC

-0.32%

UGI

-0.46%

Winner

CMSC

+10.92%

UGI

+0.33%

5Y(CAGR)

Winner

CMSC

+2.56%

UGI

-1.45%

10Y(CAGR)

CMSC

N/A

UGI

+1.26%

Max(CAGR)

CMSC

+4.64%

Winner

UGI

+9.51%

CMSC vs UGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSC	UGI
2026	+2.08%	-8.74%
2025	+3.88%	+38.09%
2024	-0.89%	+20.40%
2023	+17.46%	-31.69%
2022	-11.50%	-15.71%
2021	-0.02%	+36.10%
2020	+10.47%	-18.70%
2019	+16.28%	-11.45%
2018	-3.45%	+14.64%
2017	N/A	+4.48%
2016	N/A	+39.13%
2015	N/A	-8.78%
2014	N/A	-4.10%
2013	N/A	+28.17%
2012	N/A	+15.86%
2011	N/A	-4.25%
2010	N/A	+32.80%
2009	N/A	+1.13%
2008	N/A	-7.63%
2007	N/A	+2.56%
2006	N/A	+33.21%
2005	N/A	+5.92%
2004	N/A	+24.73%
2003	N/A	+38.14%
2002	N/A	+26.73%
2001	N/A	+30.01%
2000	N/A	+30.53%
1999	N/A	-12.77%

CMSC vs UGI Drawdown Comparison

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

The maximum drawdown for UGI was -59.58%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current CMSC drawdown is -2.48%. The current UGI drawdown is -21.76%.

Rank	CMSC	UGI
#1	-32.28% Sep 27, 2019 - Jul 27, 2020	-59.58% Dec 7, 2018 - Mar 23, 2020
#2	-17.19% Jun 22, 2021 - Nov 30, 2023	-40.14% Sep 5, 2014 - May 25, 2017
#3	-10.25% Sep 10, 2024 - Aug 25, 2025	-30.25% Aug 3, 2005 - Apr 27, 2007
#4	-7.07% Feb 20, 2026 - Mar 31, 2026	-30.08% Jun 30, 2008 - Apr 22, 2010
#5	-6.62% Dec 31, 2020 - Jun 17, 2021	-23.93% Apr 4, 2011 - Sep 26, 2012
#6	-5.54% Jan 31, 2019 - Apr 1, 2019	-20.60% Nov 1, 1999 - Aug 14, 2000
#7	-5.37% Oct 27, 2025 - Feb 18, 2026	-19.10% Jul 1, 2002 - Aug 8, 2002
#8	-5.03% Nov 8, 2018 - Jan 28, 2019	-18.28% Jun 4, 2007 - Jun 23, 2008
#9	-4.25% Mar 21, 2024 - Aug 14, 2024	-16.68% Jun 16, 2017 - May 30, 2018
#10	-3.95% Sep 4, 2019 - Sep 23, 2019	-16.48% Jun 4, 2003 - Jan 12, 2004
#11	-3.59% Aug 14, 2020 - Oct 30, 2020	-12.23% Dec 19, 2001 - Mar 21, 2002
#12	-2.35% Jul 30, 2019 - Aug 20, 2019	-12.22% Jan 14, 2004 - Aug 20, 2004
#13	-1.70% Sep 17, 2025 - Oct 17, 2025	-11.74% Dec 28, 2000 - Apr 17, 2001
#14	-1.57% Nov 16, 2020 - Dec 9, 2020	-11.11% May 21, 2013 - Jul 18, 2013
#15	-1.40% Dec 14, 2023 - Dec 27, 2023	-11.02% Aug 1, 2013 - Jan 31, 2014

Correlation

Correlation between CMSC and UGI is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.22

-101

Dividend Comparison (1999 - 2026)

CMSC vs UGI dividend yield comparison.

Year	CMSC	UGI
2026	1.60%	1.10%
2025	6.48%	4.01%
2024	6.41%	5.31%
2023	5.93%	6.04%
2022	6.62%	3.84%
2021	5.49%	2.97%
2020	5.17%	3.76%
2019	5.48%	2.68%
2018	0.00%	1.93%
2017	0.00%	2.10%
2016	0.00%	2.04%
2015	0.00%	2.67%
2014	0.00%	2.67%
2013	0.00%	2.70%
2012	0.00%	3.27%
2011	0.00%	3.50%
2010	0.00%	3.01%
2009	0.00%	3.28%
2008	0.00%	3.12%
2007	0.00%	2.68%
2006	0.00%	2.56%
2005	0.00%	3.22%
2004	0.00%	2.99%
2003	0.00%	3.37%
2002	0.00%	4.38%
2001	0.00%	5.26%
2000	0.00%	6.08%
1999	0.00%	1.81%