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DG vs CMS

Comparison between Dollar General Corp (DG, Company) and CMS Energy Corporation (CMS, Company).

DG is from the Consumer Defensive sector, while CMS is from the Utilities sector.

5-Year PerformanceCMS has outperformed DG, delivering a return of +5.6% compared to -11.2%

DG vs CMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
DG
$23B
CMS
$23B
Max Drawdown
Winner
DG
73.72%
CMS
90.62%
Sharpe Ratio
Winner
DG
0.35
CMS
0.19
5Y Beta
Winner
DG
0.02
CMS
0.04
Industry
DG
Discount Stores
CMS
Utilities - Regulated Electric
P/E Ratio
Winner
DG
15.19
CMS
20.47
Forward P/E
Winner
DG
15.34
CMS
18.25
PEG Ratio
Winner
DG
0.61
CMS
3.28
Dividend Yield
DG
2.13%
Winner
CMS
3.03%
5Y Dividends CAGR
Winner
DG
14.48%
CMS
5.75%
5Y EPS CAGR
DG
2.98%
Winner
CMS
3.94%
Debt to Equity
Winner
DG
0.00%
CMS
199.20%
Free Cash Flow Yield
Winner
DG
15.82%
CMS
-16.19%
P/S Ratio
Winner
DG
0.54
CMS
2.60
P/B Ratio
DG
2.79
Winner
CMS
2.48

DG vs CMS - Historical Returns

Returns include dividend reinvestment.

1M
DG
-8.19%
Winner
CMS
-6.47%
3M
DG
-30.99%
Winner
CMS
-9.01%
6M
DG
-3.50%
Winner
CMS
-1.20%
1Y
DG
-4.73%
Winner
CMS
+2.06%
5Y(CAGR)
DG
-11.16%
Winner
CMS
+5.65%
10Y(CAGR)
DG
+2.73%
Winner
CMS
+8.30%
Max(CAGR)
Winner
DG
+10.68%
CMS
+5.63%

DG vs CMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDGCMS
2026-22.50%+1.28%
2025+80.17%+8.32%
2024-44.93%+16.31%
2023-44.24%-5.83%
2022+5.53%+1.41%
2021+13.13%+12.27%
2020+35.39%+1.51%
2019+46.19%+33.60%
2018+16.24%+9.03%
2017+26.71%+17.27%
2016+3.58%+20.42%
2015+2.77%+6.14%
2014+15.52%+36.99%
2013+40.54%+11.95%
2012+7.33%+16.44%
2011+34.14%+22.83%
2010+32.89%+22.64%
2009-1.32%+56.01%
2008N/A-39.46%
2007N/A+4.61%
2006N/A+14.78%
2005N/A+39.65%
2004N/A+21.65%
2003N/A-12.26%
2002N/A-58.14%
2001N/A-16.42%
2000N/A+14.51%
1999N/A-16.13%

DG vs CMS Drawdown Comparison

The maximum drawdown for DG was -72.60%, occurring on Jan 17, 2025. This drawdown has not yet recovered.

The maximum drawdown for CMS was -88.62%, occurring on Mar 11, 2003. Recovery took 3314 trading sessions.

The current DG drawdown is -56.77%. The current CMS drawdown is -11.44%.

RankDGCMS
#1-72.60%
Oct 28, 2022 - Jan 17, 2025
-88.62%
Nov 1, 1999 - Jan 4, 2013
#2-30.51%
Jul 26, 2016 - Jan 4, 2018
-29.55%
Feb 18, 2020 - Mar 3, 2022
#3-27.58%
Apr 20, 2022 - Oct 28, 2022
-27.56%
Apr 6, 2022 - Aug 26, 2024
#4-25.83%
Jul 20, 2015 - Mar 10, 2016
-17.37%
Nov 14, 2017 - Aug 15, 2018
#5-23.87%
Jul 10, 2012 - Jul 11, 2013
-16.46%
Jan 29, 2015 - Jan 27, 2016
#6-20.96%
Jan 7, 2022 - Apr 6, 2022
-13.21%
Jul 6, 2016 - Mar 22, 2017
#7-19.98%
Oct 13, 2020 - Jul 15, 2021
-12.58%
Apr 30, 2013 - Mar 17, 2014
#8-19.68%
Dec 3, 2010 - May 12, 2011
-11.44%
Apr 9, 2026 - Jun 3, 2026
#9-18.44%
Feb 21, 2020 - Apr 6, 2020
-9.78%
Dec 13, 2018 - Feb 21, 2019
#10-18.31%
Jan 29, 2018 - Aug 14, 2018
-9.18%
Oct 23, 2024 - Feb 21, 2025
#11-15.89%
Nov 8, 2018 - Feb 7, 2019
-8.70%
Jun 30, 2014 - Oct 14, 2014
#12-14.90%
Jan 10, 2014 - Aug 18, 2014
-8.51%
Apr 3, 2025 - Oct 15, 2025
#13-13.51%
Aug 10, 2021 - Jan 7, 2022
-8.31%
Nov 28, 2025 - Feb 13, 2026
#14-13.32%
May 31, 2011 - Aug 30, 2011
-7.85%
Sep 26, 2019 - Jan 15, 2020
#15-12.91%
Jun 2, 2010 - Nov 22, 2010
-7.80%
Apr 1, 2016 - Jun 3, 2016

Correlation

Correlation between DG and CMS is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

DG vs CMS dividend yield comparison.

YearDGCMS
20261.12%1.62%
20251.78%3.10%
20243.11%3.09%
20231.30%3.36%
20221.06%3.62%
20210.69%2.67%
20200.67%2.67%
20190.80%2.43%
20181.05%2.88%
20170.84%2.81%
20161.35%2.98%
20151.22%3.22%
20140.00%3.11%
20130.00%3.81%
20120.00%3.94%
20110.00%3.80%
20100.00%3.55%
20090.00%3.19%
20080.00%3.56%
20070.00%1.15%
20020.00%11.55%
20010.00%6.08%
20000.00%4.61%
19990.00%1.17%

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