LBRT vs CMS-P-C

Comparison between Liberty Energy Inc - Class A (LBRT, Company) and CMS Energy Corporation (CMS-P-C, Company).

5-Year PerformanceLBRT has outperformed CMS-P-C, delivering a return of +19.8% compared to -2.7%

LBRT vs CMS-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LBRT(COMPANY)	CMS-P-C(COMPANY)
Market Cap	$5.30B	$5.29B
Max Drawdown	90.33%	36.93%
Sharpe Ratio	1.90	0.26
5Y Beta	1.46	0.22
Industry	Oil & Gas Equipment & Services	N/A
P/E Ratio	33.81	4.72
Forward P/E	80.65	N/A
PEG Ratio	N/A	0.76
Dividend Yield	1.03%	N/A
5Y Dividends CAGR	53.06%	N/A
5Y EPS CAGR	-11.73%	3.94%
Debt to Equity	65.62%	199.20%
Free Cash Flow Yield	8.03%	-70.17%

Market Cap

Winner

LBRT

$5.30B

CMS-P-C

$5.29B

Max Drawdown

LBRT

90.33%

Winner

CMS-P-C

36.93%

Sharpe Ratio

Winner

LBRT

1.90

CMS-P-C

0.26

5Y Beta

LBRT

1.46

Winner

CMS-P-C

0.22

Industry

LBRT

Oil & Gas Equipment & Services

CMS-P-C

N/A

P/E Ratio

LBRT

33.81

Winner

CMS-P-C

4.72

Forward P/E

LBRT

80.65

CMS-P-C

N/A

PEG Ratio

LBRT

N/A

CMS-P-C

0.76

Dividend Yield

LBRT

1.03%

CMS-P-C

N/A

5Y Dividends CAGR

LBRT

53.06%

CMS-P-C

N/A

5Y EPS CAGR

LBRT

-11.73%

Winner

CMS-P-C

3.94%

Debt to Equity

Winner

LBRT

65.62%

CMS-P-C

199.20%

Free Cash Flow Yield

Winner

LBRT

8.03%

CMS-P-C

-70.17%

LBRT vs CMS-P-C - Historical Returns

Returns include dividend reinvestment.

Period	LBRT	CMS-P-C
1 month	+23.23%	-2.08%
3 months	+22.30%	-4.34%
6 months	+103.75%	+0.04%
1 year	+183.95%	+5.92%
5 years(CAGR)	+19.79%	-2.69%
10 years(CAGR)	+9.34%	N/A
Max(CAGR)	+9.34%	-2.69%

Winner

LBRT

+23.23%

CMS-P-C

-2.08%

Winner

LBRT

+22.30%

CMS-P-C

-4.34%

Winner

LBRT

+103.75%

CMS-P-C

+0.04%

Winner

LBRT

+183.95%

CMS-P-C

+5.92%

5Y(CAGR)

Winner

LBRT

+19.79%

CMS-P-C

-2.69%

10Y(CAGR)

LBRT

+9.34%

CMS-P-C

N/A

Max(CAGR)

Winner

LBRT

+9.34%

CMS-P-C

-2.69%

LBRT vs CMS-P-C - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	LBRT	CMS-P-C
2026	+73.93%	-2.61%
2025	-8.73%	-1.03%
2024	+11.14%	-0.99%
2023	+25.93%	+17.04%
2022	+50.83%	-25.00%
2021	-8.40%	+1.60%
2020	-3.13%	N/A
2019	-15.85%	N/A
2018	-23.37%	N/A

LBRT vs CMS-P-C Drawdown Comparison

The maximum drawdown for LBRT was -90.00%, occurring on Apr 1, 2020. Recovery took 1476 trading sessions.

The maximum drawdown for CMS-P-C was -32.69%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

The current LBRT drawdown is -3.54%. The current CMS-P-C drawdown is -14.22%.

Rank	LBRT	CMS-P-C
#1	-90.00% May 21, 2018 - Apr 3, 2024	-32.69% Jul 23, 2021 - Nov 2, 2022
#2	-58.82% May 31, 2024 - Jan 29, 2026	-0.47% Jul 15, 2021 - Jul 23, 2021
#3	-29.57% Jan 23, 2018 - May 21, 2018	-0.08% Jul 9, 2021 - Jul 13, 2021
#4	-17.11% Mar 19, 2026 - Apr 23, 2026	N/A
#5	-9.08% Feb 2, 2026 - Feb 17, 2026	N/A
#6	-8.92% Apr 29, 2024 - May 14, 2024	N/A
#7	-6.63% May 4, 2026 - May 7, 2026	N/A
#8	-5.59% Mar 2, 2026 - Mar 11, 2026	N/A
#9	-5.20% Apr 5, 2024 - Apr 23, 2024	N/A
#10	-3.95% May 21, 2024 - May 31, 2024	N/A
#11	-3.37% Apr 29, 2026 - May 4, 2026	N/A
#12	-2.72% Jan 29, 2026 - Feb 2, 2026	N/A
#13	-1.77% Feb 18, 2026 - Feb 24, 2026	N/A
#14	-1.71% May 14, 2024 - May 17, 2024	N/A
#15	-1.59% Feb 25, 2026 - Mar 2, 2026	N/A