CMSD vs MOS

Comparison between CMS Energy Corporation (CMSD, Company) and Mosaic Company (MOS, Company).

CMSD is from the Utilities sector, while MOS is from the Basic Materials sector.

5-Year PerformanceCMSD has outperformed MOS, delivering a return of +2.5% compared to -7.8%

CMSD vs MOS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSD(COMPANY)	MOS(COMPANY)
Market Cap	$7.27B	$7.24B
Max Drawdown	34.37%	95.65%
Sharpe Ratio	0.76	-0.84
5Y Beta	0.16	0.69
Industry	Multiline Utilities	Agricultural Inputs
P/E Ratio	6.50	158.87
Forward P/E	N/A	15.62
PEG Ratio	1.04	1.56
Dividend Yield	5.77%	3.88%
5Y Dividends CAGR	4.51%	34.49%
5Y EPS CAGR	3.94%	-44.44%
Debt to Equity	199.20%	0.00%
Free Cash Flow Yield	-51.01%	-6.76%
P/S Ratio	N/A	0.58
P/B Ratio	N/A	0.58

Market Cap

Winner

CMSD

$7.27B

MOS

$7.24B

Max Drawdown

Winner

CMSD

34.37%

MOS

95.65%

Sharpe Ratio

Winner

CMSD

0.76

MOS

-0.84

5Y Beta

Winner

CMSD

0.16

MOS

0.69

Industry

CMSD

Multiline Utilities

MOS

Agricultural Inputs

P/E Ratio

Winner

CMSD

6.50

MOS

158.87

Forward P/E

CMSD

N/A

MOS

15.62

PEG Ratio

Winner

CMSD

1.04

MOS

1.56

Dividend Yield

Winner

CMSD

5.77%

MOS

3.88%

5Y Dividends CAGR

CMSD

4.51%

Winner

MOS

34.49%

5Y EPS CAGR

Winner

CMSD

3.94%

MOS

-44.44%

Debt to Equity

CMSD

199.20%

Winner

MOS

0.00%

Free Cash Flow Yield

CMSD

-51.01%

Winner

MOS

-6.76%

P/S Ratio

CMSD

N/A

MOS

0.58

P/B Ratio

CMSD

N/A

MOS

0.58

CMSD vs MOS - Historical Returns

Returns include dividend reinvestment.

Period	CMSD	MOS
1 month	+0.30%	-8.30%
3 months	-2.28%	-26.01%
6 months	-2.21%	-15.02%
1 year	+9.90%	-35.33%
5 years(CAGR)	+2.52%	-7.78%
10 years(CAGR)	N/A	+0.21%
Max(CAGR)	+4.41%	+3.16%

Winner

CMSD

+0.30%

MOS

-8.30%

Winner

CMSD

-2.28%

MOS

-26.01%

Winner

CMSD

-2.21%

MOS

-15.02%

Winner

CMSD

+9.90%

MOS

-35.33%

5Y(CAGR)

Winner

CMSD

+2.52%

MOS

-7.78%

10Y(CAGR)

CMSD

N/A

MOS

+0.21%

Max(CAGR)

Winner

CMSD

+4.41%

MOS

+3.16%

CMSD vs MOS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSD	MOS
2026	-0.56%	-12.32%
2025	+5.06%	+1.89%
2024	-0.92%	-30.58%
2023	+16.72%	-13.96%
2022	-11.47%	+10.29%
2021	+2.71%	+67.35%
2020	+5.14%	+8.62%
2019	+13.65%	-25.20%
2018	N/A	+9.97%
2017	N/A	-11.00%
2016	N/A	+7.48%
2015	N/A	-38.11%
2014	N/A	-0.81%
2013	N/A	-16.21%
2012	N/A	+9.02%
2011	N/A	-33.67%
2010	N/A	+24.19%
2009	N/A	+66.98%
2008	N/A	-63.42%
2007	N/A	+335.75%
2006	N/A	+42.40%
2005	N/A	-9.69%
2004	N/A	+59.22%
2003	N/A	-7.17%
2002	N/A	-18.30%
2001	N/A	-17.46%
2000	N/A	-7.10%
1999	N/A	+24.18%

CMSD vs MOS Drawdown Comparison

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

The maximum drawdown for MOS was -94.70%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current CMSD drawdown is -3.57%. The current MOS drawdown is -81.43%.

Rank	CMSD	MOS
#1	-33.33% Feb 11, 2020 - Jul 24, 2020	-94.70% Jun 17, 2008 - Mar 18, 2020
#2	-17.55% Nov 9, 2021 - Dec 1, 2023	-68.29% Jan 13, 2000 - Oct 31, 2006
#3	-10.96% Sep 10, 2024 - Aug 22, 2025	-26.95% Jan 14, 2008 - Feb 19, 2008
#4	-7.75% Oct 23, 2025 - Mar 31, 2026	-21.40% Feb 25, 2008 - Apr 7, 2008
#5	-5.72% Sep 30, 2019 - Dec 18, 2019	-17.68% Apr 22, 2008 - Jun 9, 2008
#6	-5.41% Dec 30, 2020 - Apr 6, 2021	-17.11% Nov 8, 2007 - Dec 3, 2007
#7	-4.50% Mar 21, 2024 - Aug 16, 2024	-15.15% Jul 13, 2007 - Aug 24, 2007
#8	-3.65% Aug 18, 2020 - Oct 23, 2020	-12.95% Dec 12, 2006 - Feb 13, 2007
#9	-3.29% Jun 18, 2021 - Nov 8, 2021	-9.77% Dec 16, 1999 - Jan 3, 2000
#10	-3.26% Apr 7, 2021 - Jun 4, 2021	-9.74% Feb 21, 2007 - Mar 12, 2007
#11	-2.57% Oct 23, 2020 - Nov 16, 2020	-9.57% Oct 1, 2007 - Oct 9, 2007
#12	-2.36% Sep 19, 2025 - Oct 23, 2025	-9.56% Jan 3, 2008 - Jan 11, 2008
#13	-2.27% Jul 27, 2020 - Aug 14, 2020	-8.77% Dec 7, 1999 - Dec 16, 1999
#14	-2.25% Jan 3, 2020 - Feb 6, 2020	-8.18% Apr 26, 2007 - May 21, 2007
#15	-2.20% Dec 18, 2019 - Jan 3, 2020	-6.90% Nov 3, 1999 - Nov 12, 1999

Correlation

Correlation between CMSD and MOS is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

0.07

-101

Dividend Comparison (2003 - 2026)

CMSD vs MOS dividend yield comparison.

Year	CMSD	MOS
2026	1.59%	1.01%
2025	6.34%	3.65%
2024	6.35%	3.42%
2023	5.88%	2.94%
2022	6.54%	1.28%
2021	5.49%	0.70%
2020	3.96%	0.87%
2019	4.20%	0.81%
2018	0.00%	0.34%
2017	0.00%	2.34%
2016	0.00%	3.75%
2015	0.00%	3.90%
2014	0.00%	2.19%
2013	0.00%	2.12%
2012	0.00%	1.19%
2011	0.00%	0.40%
2010	0.00%	0.26%
2009	0.00%	2.51%
2008	0.00%	0.29%
2003	0.00%	0.60%