CMSD vs CHE

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

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

5-Year PerformanceCMSD has outperformed CHE, delivering a return of +1.6% compared to +1.3%

CMSD vs CHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSD(COMPANY)	CHE(COMPANY)
Market Cap	$6.89B	$6.89B
Max Drawdown	34.37%	54.57%
Sharpe Ratio	-0.14	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	5.77%	0.46%
5Y Dividends CAGR	4.45%	16.35%
5Y EPS CAGR	3.94%	7.17%
Debt to Equity	199.20%	10.75%
Free Cash Flow Yield	-53.90%	5.48%
P/S Ratio	N/A	2.63
P/B Ratio	N/A	7.89

Market Cap

CMSD

$6.89B

Winner

CHE

$6.89B

Max Drawdown

Winner

CMSD

34.37%

CHE

54.57%

Sharpe Ratio

CMSD

-0.14

Winner

CHE

0.39

5Y Beta

Winner

CMSD

0.16

CHE

0.25

Industry

CMSD

Multiline Utilities

CHE

Medical Care Facilities

P/E Ratio

Winner

CMSD

6.15

CHE

28.26

Forward P/E

CMSD

N/A

CHE

20.70

PEG Ratio

Winner

CMSD

0.99

CHE

2.07

Dividend Yield

Winner

CMSD

5.77%

CHE

0.46%

5Y Dividends CAGR

CMSD

4.45%

Winner

CHE

16.35%

5Y EPS CAGR

CMSD

3.94%

Winner

CHE

7.17%

Debt to Equity

CMSD

199.20%

Winner

CHE

10.75%

Free Cash Flow Yield

CMSD

-53.90%

Winner

CHE

5.48%

P/S Ratio

CMSD

N/A

CHE

2.63

P/B Ratio

CMSD

N/A

CHE

7.89

CMSD vs CHE - Historical Returns

Returns include dividend reinvestment.

Period	CMSD	CHE
1 month	+0.36%	+13.17%
3 months	-3.61%	+31.41%
6 months	-5.76%	+12.79%
1 year	+2.45%	+8.41%
5 years(CAGR)	+1.56%	+1.29%
10 years(CAGR)	N/A	+13.84%
Max(CAGR)	+3.86%	+14.98%

CMSD

+0.36%

Winner

CHE

+13.17%

CMSD

-3.61%

Winner

CHE

+31.41%

CMSD

-5.76%

Winner

CHE

+12.79%

CMSD

+2.45%

Winner

CHE

+8.41%

5Y(CAGR)

Winner

CMSD

+1.56%

CHE

+1.29%

10Y(CAGR)

CMSD

N/A

CHE

+13.84%

Max(CAGR)

CMSD

+3.86%

Winner

CHE

+14.98%

CMSD vs CHE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSD	CHE
2026	-3.61%	+18.90%
2025	+5.06%	-18.59%
2024	-0.92%	-9.08%
2023	+16.72%	+15.69%
2022	-11.47%	-2.86%
2021	+2.71%	+0.38%
2020	+5.14%	+21.18%
2019	+13.65%	+59.29%
2018	N/A	+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%

CMSD vs CHE Drawdown Comparison

The maximum drawdown for CMSD was -33.33%, occurring on Mar 18, 2020. Recovery took 114 trading sessions.

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

The current CMSD drawdown is -6.53%. The current CHE drawdown is -22.01%.

Rank	CMSD	CHE
#1	-33.33% Feb 11, 2020 - Jul 24, 2020	-54.29% Jul 12, 2007 - Apr 26, 2011
#2	-17.55% Nov 9, 2021 - Dec 1, 2023	-50.93% Apr 20, 2006 - May 7, 2007
#3	-10.96% Sep 10, 2024 - Aug 22, 2025	-42.88% Mar 19, 2024 - Mar 27, 2026
#4	-7.75% Oct 23, 2025 - Mar 31, 2026	-35.92% Feb 10, 2004 - Dec 29, 2004
#5	-5.72% Sep 30, 2019 - Dec 18, 2019	-32.50% May 10, 2011 - Sep 14, 2012
#6	-5.41% Dec 30, 2020 - Apr 6, 2021	-31.11% Jan 18, 2001 - Apr 17, 2002
#7	-4.50% Mar 21, 2024 - Aug 16, 2024	-30.63% Feb 19, 2020 - Aug 6, 2020
#8	-3.65% Aug 18, 2020 - Oct 23, 2020	-26.54% Jan 25, 2021 - Apr 11, 2023
#9	-3.29% Jun 18, 2021 - Nov 8, 2021	-24.18% May 14, 2002 - May 30, 2003
#10	-3.26% Apr 7, 2021 - Jun 4, 2021	-21.87% May 2, 2013 - Feb 18, 2014
#11	-2.57% Oct 23, 2020 - Nov 16, 2020	-20.43% Dec 1, 2015 - Dec 15, 2016
#12	-2.36% Sep 19, 2025 - Oct 23, 2025	-20.03% May 18, 2018 - May 6, 2019
#13	-2.27% Jul 27, 2020 - Aug 14, 2020	-16.23% Jul 8, 2003 - Dec 19, 2003
#14	-2.25% Jan 3, 2020 - Feb 6, 2020	-16.13% Nov 2, 1999 - Dec 22, 1999
#15	-2.20% Dec 18, 2019 - Jan 3, 2020	-15.51% Aug 7, 2015 - Oct 27, 2015

Correlation

Correlation between CMSD and CHE is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (1999 - 2026)

CMSD vs CHE dividend yield comparison.

Year	CMSD	CHE
2026	3.33%	0.24%
2025	6.34%	0.51%
2024	6.35%	0.34%
2023	5.88%	0.27%
2022	6.54%	0.29%
2021	5.49%	0.26%
2020	3.96%	0.25%
2019	4.20%	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%