CMSD vs PBF

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

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

5-Year PerformancePBF has outperformed CMSD, delivering a return of +47.5% compared to +1.7%

CMSD vs PBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSD(COMPANY)	PBF(COMPANY)
Market Cap	$6.89B	$6.89B
Max Drawdown	34.37%	92.01%
Sharpe Ratio	0.05	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	5.77%	1.81%
5Y Dividends CAGR	4.45%	N/A
5Y EPS CAGR	3.94%	-50.45%
Debt to Equity	199.20%	50.76%
Free Cash Flow Yield	-53.90%	-9.93%
P/S Ratio	N/A	0.24
P/B Ratio	N/A	1.23

Market Cap

CMSD

$6.89B

Winner

PBF

$6.89B

Max Drawdown

Winner

CMSD

34.37%

PBF

92.01%

Sharpe Ratio

CMSD

0.05

Winner

PBF

1.59

5Y Beta

Winner

CMSD

0.16

PBF

0.71

Industry

CMSD

Multiline Utilities

PBF

Oil & Gas Refining & Marketing

P/E Ratio

CMSD

6.15

Winner

PBF

-171.08

Forward P/E

CMSD

N/A

PBF

11.99

PEG Ratio

Winner

CMSD

0.99

PBF

2.51

Dividend Yield

Winner

CMSD

5.77%

PBF

1.81%

5Y Dividends CAGR

CMSD

4.45%

PBF

N/A

5Y EPS CAGR

Winner

CMSD

3.94%

PBF

-50.45%

Debt to Equity

CMSD

199.20%

Winner

PBF

50.76%

Free Cash Flow Yield

CMSD

-53.90%

Winner

PBF

-9.93%

P/S Ratio

CMSD

N/A

PBF

0.24

P/B Ratio

CMSD

N/A

PBF

1.23

CMSD vs PBF - Historical Returns

Returns include dividend reinvestment.

Period	CMSD	PBF
1 month	+0.18%	+55.66%
3 months	-1.07%	+43.92%
6 months	-3.82%	+109.40%
1 year	+4.43%	+152.30%
5 years(CAGR)	+1.65%	+47.49%
10 years(CAGR)	N/A	+13.76%
Max(CAGR)	+4.03%	+9.69%

CMSD

+0.18%

Winner

PBF

+55.66%

CMSD

-1.07%

Winner

PBF

+43.92%

CMSD

-3.82%

Winner

PBF

+109.40%

CMSD

+4.43%

Winner

PBF

+152.30%

5Y(CAGR)

CMSD

+1.65%

Winner

PBF

+47.49%

10Y(CAGR)

CMSD

N/A

PBF

+13.76%

Max(CAGR)

CMSD

+4.03%

Winner

PBF

+9.69%

CMSD vs PBF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CMSD	PBF
2026	-2.47%	+116.73%
2025	+5.06%	+5.87%
2024	-0.92%	-38.60%
2023	+16.72%	+19.40%
2022	-11.47%	+192.12%
2021	+2.71%	+89.62%
2020	+5.14%	-77.40%
2019	+13.65%	-2.52%
2018	N/A	-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%

CMSD vs PBF Drawdown Comparison

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

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

The current CMSD drawdown is -5.43%.

Rank	CMSD	PBF
#1	-33.33% Feb 11, 2020 - Jul 24, 2020	-91.50% Oct 3, 2018 - Aug 11, 2023
#2	-17.55% Nov 9, 2021 - Dec 1, 2023	-76.04% Apr 5, 2024 - Jul 13, 2026
#3	-10.96% Sep 10, 2024 - Aug 22, 2025	-50.54% Nov 27, 2015 - Apr 17, 2018
#4	-7.75% Oct 23, 2025 - Mar 31, 2026	-48.92% Mar 4, 2013 - Nov 18, 2015
#5	-5.72% Sep 30, 2019 - Dec 18, 2019	-26.53% Sep 28, 2023 - Mar 13, 2024
#6	-5.41% Dec 30, 2020 - Apr 6, 2021	-17.78% Jun 4, 2018 - Aug 7, 2018
#7	-4.50% Mar 21, 2024 - Aug 16, 2024	-11.40% Sep 4, 2018 - Oct 3, 2018
#8	-3.65% Aug 18, 2020 - Oct 23, 2020	-9.70% Aug 7, 2018 - Aug 29, 2018
#9	-3.29% Jun 18, 2021 - Nov 8, 2021	-7.97% Aug 11, 2023 - Sep 7, 2023
#10	-3.26% Apr 7, 2021 - Jun 4, 2021	-6.81% Jan 2, 2013 - Jan 17, 2013
#11	-2.57% Oct 23, 2020 - Nov 16, 2020	-3.64% Mar 20, 2024 - Mar 28, 2024
#12	-2.36% Sep 19, 2025 - Oct 23, 2025	-3.50% Sep 14, 2023 - Sep 28, 2023
#13	-2.27% Jul 27, 2020 - Aug 14, 2020	-3.50% Jul 14, 2026 - Jul 16, 2026
#14	-2.25% Jan 3, 2020 - Feb 6, 2020	-3.30% Apr 26, 2018 - May 2, 2018
#15	-2.20% Dec 18, 2019 - Jan 3, 2020	-3.13% Jan 17, 2013 - Jan 24, 2013

Correlation

Correlation between CMSD and PBF is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (2013 - 2026)

CMSD vs PBF dividend yield comparison.

Year	CMSD	PBF
2026	3.29%	0.90%
2025	6.34%	4.06%
2024	6.35%	3.86%
2023	5.88%	1.93%
2022	6.54%	0.49%
2021	5.49%	0.00%
2020	3.96%	4.23%
2019	4.20%	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%