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L vs CMS

Comparison between Loews Corp (L, Company) and CMS Energy Corporation (CMS, Company).

L is from the Financial Services sector, while CMS is from the Utilities sector.

5-Year PerformanceL has outperformed CMS, delivering a return of +14.0% compared to +6.2%

L vs CMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
L
$22B
Winner
CMS
$23B
Max Drawdown
Winner
L
66.01%
CMS
90.62%
Sharpe Ratio
Winner
L
1.17
CMS
0.18
5Y Beta
L
0.51
Winner
CMS
0.05
Industry
L
Insurance - Property & Casualty
CMS
Utilities - Regulated Electric
P/E Ratio
Winner
L
14.18
CMS
20.12
Forward P/E
Winner
L
12.20
CMS
18.98
PEG Ratio
Winner
L
0.94
CMS
3.23
Dividend Yield
L
0.23%
Winner
CMS
3.00%
5Y Dividends CAGR
L
0.00%
Winner
CMS
5.75%
5Y EPS CAGR
Winner
L
15.75%
CMS
3.94%
Debt to Equity
Winner
L
0.00%
CMS
199.20%
Free Cash Flow Yield
Winner
L
8.60%
CMS
-16.47%
P/S Ratio
Winner
L
1.21
CMS
2.55
P/B Ratio
Winner
L
1.19
CMS
2.45

L vs CMS - Historical Returns

Returns include dividend reinvestment.

1M
L
-2.06%
Winner
CMS
-1.80%
3M
Winner
L
-0.47%
CMS
-2.16%
6M
Winner
L
+2.74%
CMS
+0.99%
1Y
Winner
L
+24.77%
CMS
+7.24%
5Y(CAGR)
Winner
L
+14.00%
CMS
+6.15%
10Y(CAGR)
Winner
L
+11.14%
CMS
+9.32%
Max(CAGR)
Winner
L
+9.78%
CMS
+5.82%

L vs CMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLCMS
2026+4.39%+6.18%
2025+25.47%+8.32%
2024+20.58%+16.31%
2023+19.25%-5.83%
2022+0.81%+1.41%
2021+30.68%+12.27%
2020-14.46%+1.51%
2019+17.03%+33.60%
2018-8.29%+9.03%
2017+7.70%+17.27%
2016+24.72%+20.42%
2015-7.41%+6.14%
2014-10.80%+36.99%
2013+16.79%+11.95%
2012+6.59%+16.44%
2011-3.83%+22.83%
2010+5.39%+22.64%
2009+23.20%+56.01%
2008-43.83%-39.46%
2007+22.76%+4.61%
2006+29.47%+14.78%
2005+37.58%+39.65%
2004+44.03%+21.65%
2003+8.24%-12.26%
2002-18.52%-58.14%
2001+11.69%-16.42%
2000+78.21%+14.51%
1999-9.42%-16.13%

L vs CMS Drawdown Comparison

The maximum drawdown for L was -65.59%, occurring on Mar 9, 2009. Recovery took 2616 trading sessions.

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

The current L drawdown is -3.04%. The current CMS drawdown is -7.16%.

RankLCMS
#1-65.59%
Jun 19, 2007 - Nov 6, 2017
-88.62%
Nov 1, 1999 - Jan 4, 2013
#2-48.52%
Jul 3, 2019 - Apr 29, 2021
-29.55%
Feb 18, 2020 - Mar 3, 2022
#3-45.96%
May 4, 2001 - Nov 29, 2004
-27.56%
Apr 6, 2022 - Aug 26, 2024
#4-41.13%
Nov 8, 1999 - Aug 8, 2000
-17.37%
Nov 14, 2017 - Aug 15, 2018
#5-26.11%
Apr 20, 2022 - Nov 16, 2023
-16.46%
Jan 29, 2015 - Jan 27, 2016
#6-20.02%
Jan 26, 2018 - Jun 5, 2019
-13.21%
Jul 6, 2016 - Mar 22, 2017
#7-14.30%
Dec 28, 2000 - Feb 5, 2001
-12.58%
Apr 30, 2013 - Mar 17, 2014
#8-12.16%
Apr 1, 2025 - Jul 1, 2025
-9.78%
Dec 13, 2018 - Feb 21, 2019
#9-12.07%
May 14, 2021 - Jan 4, 2022
-9.68%
Apr 9, 2026 - May 15, 2026
#10-9.82%
Sep 28, 2000 - Oct 27, 2000
-9.18%
Oct 23, 2024 - Feb 21, 2025
#11-9.67%
Mar 9, 2001 - Mar 30, 2001
-8.70%
Jun 30, 2014 - Oct 14, 2014
#12-9.49%
May 5, 2006 - Jul 31, 2006
-8.51%
Apr 3, 2025 - Oct 15, 2025
#13-8.29%
Jan 13, 2006 - Mar 27, 2006
-8.31%
Nov 28, 2025 - Feb 13, 2026
#14-7.89%
Apr 30, 2026 - May 11, 2026
-7.85%
Sep 26, 2019 - Jan 15, 2020
#15-7.36%
Oct 30, 2000 - Nov 10, 2000
-7.80%
Apr 1, 2016 - Jun 3, 2016

Correlation

Correlation between L and CMS is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

L vs CMS dividend yield comparison.

YearLCMS
20260.06%1.55%
20250.24%3.10%
20240.30%3.09%
20230.36%3.36%
20220.43%3.62%
20210.43%2.67%
20200.56%2.67%
20190.48%2.43%
20180.55%2.88%
20171.58%2.81%
20160.53%2.98%
20150.65%3.22%
20140.59%3.11%
20130.51%3.81%
20120.61%3.94%
20110.66%3.80%
20100.64%3.55%
20090.69%3.19%
20080.88%3.56%
20070.50%1.15%
20060.57%0.00%
20050.63%0.00%
20040.85%0.00%
20031.21%0.00%
20021.35%11.55%
20011.76%6.08%
20000.97%4.61%
19990.00%1.17%

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