CMSD vs VLY

Comparison between CMS Energy Corporation (CMSD, Company) and Valley National Bancorp (VLY, Company).

CMSD is from the Utilities sector, while VLY is from the Financial Services sector.

5-Year PerformanceCMSD has outperformed VLY, delivering a return of +2.5% compared to +2.1%

CMSD vs VLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMSD(COMPANY)	VLY(COMPANY)
Market Cap	$7.27B	$7.23B
Max Drawdown	34.37%	71.87%
Sharpe Ratio	0.76	1.37
5Y Beta	0.16	1.08
Industry	Multiline Utilities	Banks - Regional
P/E Ratio	6.50	12.83
Forward P/E	N/A	10.64
PEG Ratio	1.04	0.39
Dividend Yield	5.77%	3.37%
5Y Dividends CAGR	4.51%	4.56%
5Y EPS CAGR	3.94%	1.21%
Debt to Equity	199.20%	0.82%
Free Cash Flow Yield	-51.01%	7.67%
P/S Ratio	N/A	3.71
P/B Ratio	N/A	0.99

Market Cap

Winner

CMSD

$7.27B

VLY

$7.23B

Max Drawdown

Winner

CMSD

34.37%

VLY

71.87%

Sharpe Ratio

CMSD

0.76

Winner

VLY

1.37

5Y Beta

Winner

CMSD

0.16

VLY

1.08

Industry

CMSD

Multiline Utilities

VLY

Banks - Regional

P/E Ratio

Winner

CMSD

6.50

VLY

12.83

Forward P/E

CMSD

N/A

VLY

10.64

PEG Ratio

CMSD

1.04

Winner

VLY

0.39

Dividend Yield

Winner

CMSD

5.77%

VLY

3.37%

5Y Dividends CAGR

CMSD

4.51%

Winner

VLY

4.56%

5Y EPS CAGR

Winner

CMSD

3.94%

VLY

1.21%

Debt to Equity

CMSD

199.20%

Winner

VLY

0.82%

Free Cash Flow Yield

CMSD

-51.01%

Winner

VLY

7.67%

P/S Ratio

CMSD

N/A

VLY

3.71

P/B Ratio

CMSD

N/A

VLY

0.99

CMSD vs VLY - Historical Returns

Returns include dividend reinvestment.

Period	CMSD	VLY
1 month	+0.30%	-1.60%
3 months	-2.28%	-3.25%
6 months	-2.21%	+21.85%
1 year	+9.90%	+47.15%
5 years(CAGR)	+2.52%	+2.06%
10 years(CAGR)	N/A	+8.14%
Max(CAGR)	+4.41%	+6.45%

Winner

CMSD

+0.30%

VLY

-1.60%

Winner

CMSD

-2.28%

VLY

-3.25%

CMSD

-2.21%

Winner

VLY

+21.85%

CMSD

+9.90%

Winner

VLY

+47.15%

5Y(CAGR)

Winner

CMSD

+2.52%

VLY

+2.06%

10Y(CAGR)

CMSD

N/A

VLY

+8.14%

Max(CAGR)

CMSD

+4.41%

Winner

VLY

+6.45%

CMSD vs VLY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMSD	VLY
2026	-0.56%	+11.64%
2025	+5.06%	+36.77%
2024	-0.92%	-11.39%
2023	+16.72%	+0.87%
2022	-11.47%	-15.77%
2021	+2.71%	+45.93%
2020	+5.14%	-9.35%
2019	+13.65%	+31.74%
2018	N/A	-18.01%
2017	N/A	-0.26%
2016	N/A	+27.30%
2015	N/A	+7.00%
2014	N/A	+1.81%
2013	N/A	+11.08%
2012	N/A	-10.45%
2011	N/A	+1.74%
2010	N/A	+18.96%
2009	N/A	-15.04%
2008	N/A	+23.18%
2007	N/A	-22.11%
2006	N/A	+17.03%
2005	N/A	-1.74%
2004	N/A	+3.41%
2003	N/A	+21.96%
2002	N/A	+3.63%
2001	N/A	+15.65%
2000	N/A	+32.74%
1999	N/A	+5.73%

CMSD vs VLY Drawdown Comparison

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

The maximum drawdown for VLY was -62.18%, occurring on Mar 9, 2009. Recovery took 1700 trading sessions.

The current CMSD drawdown is -3.57%. The current VLY drawdown is -6.10%.

Rank	CMSD	VLY
#1	-33.33% Feb 11, 2020 - Jul 24, 2020	-62.18% Sep 19, 2008 - Jun 23, 2015
#2	-17.55% Nov 9, 2021 - Dec 1, 2023	-53.93% Jan 14, 2022 - Jan 29, 2026
#3	-10.96% Sep 10, 2024 - Aug 22, 2025	-48.36% Jun 8, 2018 - Feb 10, 2021
#4	-7.75% Oct 23, 2025 - Mar 31, 2026	-33.56% Dec 28, 2006 - Aug 11, 2008
#5	-5.72% Sep 30, 2019 - Dec 18, 2019	-24.57% Nov 30, 2015 - Nov 10, 2016
#6	-5.41% Dec 30, 2020 - Apr 6, 2021	-22.77% Dec 27, 2000 - Sep 28, 2001
#7	-4.50% Mar 21, 2024 - Aug 16, 2024	-22.27% Dec 31, 1999 - Apr 11, 2000
#8	-3.65% Aug 18, 2020 - Oct 23, 2020	-17.94% May 17, 2021 - Nov 5, 2021
#9	-3.29% Jun 18, 2021 - Nov 8, 2021	-14.54% Mar 1, 2017 - Jan 19, 2018
#10	-3.26% Apr 7, 2021 - Jun 4, 2021	-14.30% May 3, 2002 - Apr 30, 2003
#11	-2.57% Oct 23, 2020 - Nov 16, 2020	-14.22% Dec 1, 2003 - Oct 26, 2004
#12	-2.36% Sep 19, 2025 - Oct 23, 2025	-13.65% Jul 1, 2015 - Oct 28, 2015
#13	-2.27% Jul 27, 2020 - Aug 14, 2020	-13.64% Feb 6, 2026 - Apr 20, 2026
#14	-2.25% Jan 3, 2020 - Feb 6, 2020	-13.18% Aug 11, 2008 - Sep 18, 2008
#15	-2.20% Dec 18, 2019 - Jan 3, 2020	-12.73% Nov 4, 2004 - Dec 1, 2005

Correlation

Correlation between CMSD and VLY is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (1999 - 2026)

CMSD vs VLY dividend yield comparison.

Year	CMSD	VLY
2026	1.59%	0.85%
2025	6.34%	3.77%
2024	6.35%	4.86%
2023	5.88%	4.05%
2022	6.54%	3.89%
2021	5.49%	3.20%
2020	3.96%	4.51%
2019	4.20%	3.84%
2018	0.00%	4.95%
2017	0.00%	3.92%
2016	0.00%	3.78%
2015	0.00%	4.47%
2014	0.00%	4.53%
2013	0.00%	5.90%
2012	0.00%	17.76%
2011	0.00%	13.65%
2010	0.00%	12.04%
2009	0.00%	12.25%
2008	0.00%	8.89%
2007	0.00%	9.68%
2006	0.00%	7.04%
2005	0.00%	7.78%
2004	0.00%	6.87%
2003	0.00%	6.47%
2002	0.00%	3.36%
2001	0.00%	6.96%
2000	0.00%	5.52%
1999	0.00%	0.50%