LUMN vs CMSC

Comparison between Lumen Technologies Inc (LUMN, Company) and CMS Energy Corporation (CMSC, Company).

LUMN is from the Communication Services sector, while CMSC is from the Utilities sector.

5-Year PerformanceCMSC has outperformed LUMN, delivering a return of +1.7% compared to -10.5%

LUMN vs CMSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LUMN(COMPANY)	CMSC(COMPANY)
Market Cap	$6.90B	$6.89B
Max Drawdown	98.02%	33.40%
Sharpe Ratio	0.83	-0.04
5Y Beta	2.21	0.16
Industry	Telecom Services	Multiline Utilities
P/E Ratio	-3.96	6.15
Forward P/E	98.04	N/A
PEG Ratio	-0.01	0.99
Dividend Yield	N/A	6.65%
5Y Dividends CAGR	-14.27%	4.57%
5Y EPS CAGR	11.55%	3.94%
Debt to Equity	0.00%	199.20%
Free Cash Flow Yield	71.96%	-53.87%
P/S Ratio	0.57	N/A
P/B Ratio	14.62	N/A

Market Cap

Winner

LUMN

$6.90B

CMSC

$6.89B

Max Drawdown

LUMN

98.02%

Winner

CMSC

33.40%

Sharpe Ratio

Winner

LUMN

0.83

CMSC

-0.04

5Y Beta

LUMN

2.21

Winner

CMSC

0.16

Industry

LUMN

Telecom Services

CMSC

Multiline Utilities

P/E Ratio

Winner

LUMN

-3.96

CMSC

6.15

Forward P/E

LUMN

98.04

CMSC

N/A

PEG Ratio

Winner

LUMN

-0.01

CMSC

0.99

Dividend Yield

LUMN

N/A

CMSC

6.65%

5Y Dividends CAGR

LUMN

-14.27%

Winner

CMSC

4.57%

5Y EPS CAGR

Winner

LUMN

11.55%

CMSC

3.94%

Debt to Equity

Winner

LUMN

0.00%

CMSC

199.20%

Free Cash Flow Yield

Winner

LUMN

71.96%

CMSC

-53.87%

P/S Ratio

LUMN

0.57

CMSC

N/A

P/B Ratio

LUMN

14.62

CMSC

N/A

LUMN vs CMSC - Historical Returns

Returns include dividend reinvestment.

Period	LUMN	CMSC
1 month	-16.71%	+0.04%
3 months	-27.52%	-3.45%
6 months	-23.80%	-5.31%
1 year	+42.89%	+3.47%
5 years(CAGR)	-10.48%	+1.73%
10 years(CAGR)	-9.27%	N/A
Max(CAGR)	-2.11%	+4.02%

LUMN

-16.71%

Winner

CMSC

+0.04%

LUMN

-27.52%

Winner

CMSC

-3.45%

LUMN

-23.80%

Winner

CMSC

-5.31%

Winner

LUMN

+42.89%

CMSC

+3.47%

5Y(CAGR)

LUMN

-10.48%

Winner

CMSC

+1.73%

10Y(CAGR)

LUMN

-9.27%

CMSC

N/A

Max(CAGR)

LUMN

-2.11%

Winner

CMSC

+4.02%

LUMN vs CMSC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LUMN	CMSC
2026	-15.08%	-1.75%
2025	+38.50%	+3.88%
2024	+180.95%	-0.89%
2023	-65.92%	+17.46%
2022	-56.05%	-11.50%
2021	+39.27%	-0.02%
2020	-17.27%	+10.47%
2019	-7.07%	+16.28%
2018	-2.38%	-3.45%
2017	-26.69%	N/A
2016	+2.43%	N/A
2015	-31.81%	N/A
2014	+32.52%	N/A
2013	-15.46%	N/A
2012	+12.83%	N/A
2011	-13.90%	N/A
2010	+36.31%	N/A
2009	+39.54%	N/A
2008	-28.38%	N/A
2007	-4.65%	N/A
2006	+32.72%	N/A
2005	-4.04%	N/A
2004	+9.14%	N/A
2003	+8.37%	N/A
2002	-10.02%	N/A
2001	-8.15%	N/A
2000	-20.51%	N/A
1999	+17.66%	N/A

LUMN vs CMSC Drawdown Comparison

The maximum drawdown for LUMN was -95.27%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

The maximum drawdown for CMSC was -32.28%, occurring on Mar 18, 2020. Recovery took 208 trading sessions.

The current LUMN drawdown is -68.47%. The current CMSC drawdown is -6.14%.

Rank	LUMN	CMSC
#1	-95.27% Nov 3, 2014 - Nov 1, 2023	-32.28% Sep 27, 2019 - Jul 27, 2020
#2	-54.02% Jul 6, 2007 - Sep 28, 2010	-17.19% Jun 22, 2021 - Nov 30, 2023
#3	-53.30% Dec 7, 1999 - Apr 16, 2007	-10.25% Sep 10, 2024 - Aug 25, 2025
#4	-29.65% Dec 21, 2010 - Aug 1, 2012	-7.07% Feb 20, 2026 - Mar 31, 2026
#5	-28.85% Sep 13, 2012 - Jul 29, 2014	-6.62% Dec 31, 2020 - Jun 17, 2021
#6	-7.64% Sep 5, 2014 - Oct 30, 2014	-5.54% Jan 31, 2019 - Apr 1, 2019
#7	-4.37% Nov 19, 1999 - Dec 6, 1999	-5.37% Oct 27, 2025 - Feb 18, 2026
#8	-3.32% Jun 4, 2007 - Jun 14, 2007	-5.03% Nov 8, 2018 - Jan 28, 2019
#9	-3.24% Aug 13, 2012 - Sep 6, 2012	-4.25% Mar 21, 2024 - Aug 14, 2024
#10	-3.16% Nov 4, 2010 - Dec 1, 2010	-3.95% Sep 4, 2019 - Sep 23, 2019
#11	-2.83% Jul 29, 2014 - Aug 11, 2014	-3.59% Aug 14, 2020 - Oct 30, 2020
#12	-1.95% May 8, 2007 - May 23, 2007	-2.35% Jul 30, 2019 - Aug 20, 2019
#13	-1.92% Jun 14, 2007 - Jul 6, 2007	-1.70% Sep 17, 2025 - Oct 17, 2025
#14	-1.84% Oct 6, 2010 - Oct 21, 2010	-1.57% Nov 16, 2020 - Dec 9, 2020
#15	-1.72% Dec 14, 2010 - Dec 20, 2010	-1.40% Dec 14, 2023 - Dec 27, 2023

Correlation

Correlation between LUMN and CMSC is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101

Dividend Comparison (1999 - 2026)

LUMN vs CMSC dividend yield comparison.

Year	LUMN	CMSC
2026	0.00%	3.38%
2025	0.00%	6.48%
2024	0.00%	6.41%
2023	0.00%	5.93%
2022	14.37%	6.62%
2021	7.97%	5.49%
2020	10.26%	5.17%
2019	7.57%	5.48%
2018	14.26%	0.00%
2017	12.95%	0.00%
2016	9.08%	0.00%
2015	8.59%	0.00%
2014	5.46%	0.00%
2013	6.78%	0.00%
2012	7.41%	0.00%
2011	7.80%	0.00%
2010	6.28%	0.00%
2009	7.73%	0.00%
2008	7.93%	0.00%
2007	0.63%	0.00%
2006	0.57%	0.00%
2005	0.72%	0.00%
2004	0.65%	0.00%
2003	0.67%	0.00%
2002	0.71%	0.00%
2001	0.61%	0.00%
2000	0.53%	0.00%
1999	0.09%	0.00%