CMSD vs HR

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

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

5-Year PerformanceHR has outperformed CMSD, delivering a return of +2.5% compared to +2.4%

CMSD vs HR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSD(COMPANY)	HR(COMPANY)
Market Cap	$7.08B	$7.09B
Max Drawdown	34.37%	70.97%
Sharpe Ratio	0.84	1.90
5Y Beta	N/A	0.33
Industry	Multiline Utilities	Reit - Healthcare Facilities
P/E Ratio	6.32	-29.22
Forward P/E	N/A	10.83
PEG Ratio	1.01	8.82
Dividend Yield	5.77%	4.69%
5Y Dividends CAGR	4.45%	-12.51%
5Y EPS CAGR	3.94%	N/A
Debt to Equity	199.20%	92.45%
Free Cash Flow Yield	-52.43%	6.45%
P/S Ratio	N/A	6.18
P/B Ratio	N/A	1.58

Market Cap

CMSD

$7.08B

Winner

$7.09B

Max Drawdown

Winner

CMSD

34.37%

70.97%

Sharpe Ratio

CMSD

0.84

Winner

1.90

5Y Beta

CMSD

N/A

0.33

Industry

CMSD

Multiline Utilities

Reit - Healthcare Facilities

P/E Ratio

CMSD

6.32

Winner

-29.22

Forward P/E

CMSD

N/A

10.83

PEG Ratio

Winner

CMSD

1.01

8.82

Dividend Yield

Winner

CMSD

5.77%

4.69%

5Y Dividends CAGR

Winner

CMSD

4.45%

-12.51%

5Y EPS CAGR

CMSD

3.94%

N/A

Debt to Equity

CMSD

199.20%

Winner

92.45%

Free Cash Flow Yield

CMSD

-52.43%

Winner

6.45%

P/S Ratio

CMSD

N/A

6.18

P/B Ratio

CMSD

N/A

1.58

CMSD vs HR - Historical Returns

Returns include dividend reinvestment.

Period	CMSD	HR
1 month	-0.16%	+12.53%
3 months	-2.69%	+12.76%
6 months	-0.55%	+16.86%
1 year	+11.29%	+49.76%
5 years(CAGR)	+2.40%	+2.48%
10 years(CAGR)	N/A	+4.10%
Max(CAGR)	+4.39%	+8.42%

CMSD

-0.16%

Winner

+12.53%

CMSD

-2.69%

Winner

+12.76%

CMSD

-0.55%

Winner

+16.86%

CMSD

+11.29%

Winner

+49.76%

5Y(CAGR)

CMSD

+2.40%

Winner

+2.48%

10Y(CAGR)

CMSD

N/A

+4.10%

Max(CAGR)

CMSD

+4.39%

Winner

+8.42%

CMSD vs HR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSD	HR
2026	-0.59%	+23.14%
2025	+5.06%	+10.01%
2024	-0.92%	+5.61%
2023	+16.72%	-5.95%
2022	-11.47%	-23.46%
2021	+2.71%	+18.37%
2020	+5.14%	-2.76%
2019	+13.65%	+29.96%
2018	N/A	-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%

CMSD vs HR Drawdown Comparison

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

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

The current CMSD drawdown is -3.60%. The current HR drawdown is -3.52%.

Rank	CMSD	HR
#1	-33.33% Feb 11, 2020 - Jul 24, 2020	-61.46% Feb 20, 2007 - Feb 19, 2013
#2	-17.55% Nov 9, 2021 - Dec 1, 2023	-47.04% Aug 15, 2022 - Mar 14, 2024
#3	-10.96% Sep 10, 2024 - Aug 22, 2025	-34.81% Mar 6, 2020 - Oct 20, 2021
#4	-7.75% Oct 23, 2025 - Mar 31, 2026	-28.79% May 17, 2013 - Jan 6, 2015
#5	-5.72% Sep 30, 2019 - Dec 18, 2019	-26.00% Jan 27, 2015 - Jan 22, 2016
#6	-5.41% Dec 30, 2020 - Apr 6, 2021	-24.38% Jun 26, 2017 - Jun 19, 2019
#7	-4.50% Mar 21, 2024 - Aug 16, 2024	-23.35% Aug 1, 2016 - Jun 13, 2017
#8	-3.65% Aug 18, 2020 - Oct 23, 2020	-23.28% Apr 2, 2004 - Dec 1, 2004
#9	-3.29% Jun 18, 2021 - Nov 8, 2021	-23.25% Nov 2, 1999 - Apr 27, 2000
#10	-3.26% Apr 7, 2021 - Jun 4, 2021	-23.03% Oct 28, 2021 - Aug 12, 2022
#11	-2.57% Oct 23, 2020 - Nov 16, 2020	-20.83% Aug 26, 2002 - Jun 9, 2003
#12	-2.36% Sep 19, 2025 - Oct 23, 2025	-18.47% Aug 3, 2005 - Sep 20, 2006
#13	-2.27% Jul 27, 2020 - Aug 14, 2020	-16.70% Sep 28, 2000 - Dec 28, 2000
#14	-2.25% Jan 3, 2020 - Feb 6, 2020	-14.58% Aug 15, 2019 - Aug 19, 2019
#15	-2.20% Dec 18, 2019 - Jan 3, 2020	-14.50% Dec 6, 2004 - Jul 12, 2005

Correlation

Correlation between CMSD and HR is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.02

-101

Dividend Comparison (1999 - 2026)

CMSD vs HR dividend yield comparison.

Year	CMSD	HR
2026	3.23%	2.36%
2025	6.34%	6.49%
2024	6.35%	7.32%
2023	5.88%	7.20%
2022	6.54%	34.01%
2021	5.49%	7.89%
2020	3.96%	7.26%
2019	4.20%	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%