HR vs CMSD

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

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

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

HR vs CMSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

$7.09B

CMSD

$7.08B

Max Drawdown

70.97%

Winner

CMSD

34.37%

Sharpe Ratio

Winner

1.90

CMSD

0.84

5Y Beta

0.33

CMSD

N/A

Industry

Reit - Healthcare Facilities

CMSD

Multiline Utilities

P/E Ratio

Winner

-29.22

CMSD

6.32

Forward P/E

10.83

CMSD

N/A

PEG Ratio

8.82

Winner

CMSD

1.01

Dividend Yield

4.69%

Winner

CMSD

5.77%

5Y Dividends CAGR

-12.51%

Winner

CMSD

4.45%

5Y EPS CAGR

N/A

CMSD

3.94%

Debt to Equity

Winner

92.45%

CMSD

199.20%

Free Cash Flow Yield

Winner

6.45%

CMSD

-52.43%

P/S Ratio

6.18

CMSD

N/A

P/B Ratio

1.58

CMSD

N/A

HR vs CMSD - Historical Returns

Returns include dividend reinvestment.

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

Winner

+12.53%

CMSD

-0.16%

Winner

+12.76%

CMSD

-2.69%

Winner

+16.86%

CMSD

-0.55%

Winner

+49.76%

CMSD

+11.29%

5Y(CAGR)

Winner

+2.48%

CMSD

+2.40%

10Y(CAGR)

+4.10%

CMSD

N/A

Max(CAGR)

Winner

+8.42%

CMSD

+4.39%

HR vs CMSD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HR	CMSD
2026	+23.14%	-0.59%
2025	+10.01%	+5.06%
2024	+5.61%	-0.92%
2023	-5.95%	+16.72%
2022	-23.46%	-11.47%
2021	+18.37%	+2.71%
2020	-2.76%	+5.14%
2019	+29.96%	+13.65%
2018	-7.28%	N/A
2017	+10.63%	N/A
2016	+12.91%	N/A
2015	+6.98%	N/A
2014	+35.27%	N/A
2013	-8.19%	N/A
2012	+32.78%	N/A
2011	-8.83%	N/A
2010	+3.93%	N/A
2009	+6.42%	N/A
2008	-0.69%	N/A
2007	-22.23%	N/A
2006	+27.55%	N/A
2005	-10.35%	N/A
2004	+23.20%	N/A
2003	+32.76%	N/A
2002	+13.01%	N/A
2001	+42.74%	N/A
2000	+50.85%	N/A
1999	-17.29%	N/A

HR vs CMSD Drawdown Comparison

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

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

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

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

Correlation

Correlation between HR and CMSD 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)

HR vs CMSD dividend yield comparison.

Year	HR	CMSD
2026	2.36%	3.23%
2025	6.49%	6.34%
2024	7.32%	6.35%
2023	7.20%	5.88%
2022	34.01%	6.54%
2021	7.89%	5.49%
2020	7.26%	3.96%
2019	7.34%	4.20%
2018	4.22%	0.00%
2017	3.74%	0.00%
2016	3.96%	0.00%
2015	4.24%	0.00%
2014	4.39%	0.00%
2013	5.63%	0.00%
2012	5.00%	0.00%
2011	6.46%	0.00%
2010	5.67%	0.00%
2009	7.18%	0.00%
2008	6.56%	0.00%
2007	26.94%	0.00%
2006	6.68%	0.00%
2005	7.89%	0.00%
2004	6.27%	0.00%
2003	6.91%	0.00%
2002	8.17%	0.00%
2001	8.25%	0.00%
2000	10.49%	0.00%
1999	3.49%	0.00%