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LUV vs CMS

Comparison between Southwest Airlines Company (LUV, Company) and CMS Energy Corporation (CMS, Company).

LUV is from the Industrials sector, while CMS is from the Utilities sector.

5-Year PerformanceCMS has outperformed LUV, delivering a return of +4.9% compared to -1.8%

LUV vs CMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LUV
$22B
CMS
$22B
Max Drawdown
Winner
LUV
78.47%
CMS
90.62%
Sharpe Ratio
Winner
LUV
0.70
CMS
-0.19
5Y Beta
LUV
1.32
Winner
CMS
0.02
Industry
LUV
Airlines
CMS
Utilities - Regulated Electric
P/E Ratio
LUV
31.42
Winner
CMS
20.98
Forward P/E
Winner
LUV
13.62
CMS
18.38
PEG Ratio
Winner
LUV
0.02
CMS
2.67
Dividend Yield
LUV
1.69%
Winner
CMS
3.12%
5Y Dividends CAGR
LUV
N/A
CMS
13.05%
5Y EPS CAGR
LUV
-20.07%
Winner
CMS
1.34%
Debt to Equity
Winner
LUV
0.00%
CMS
194.76%
Free Cash Flow Yield
Winner
LUV
5.05%
CMS
-16.33%
P/S Ratio
Winner
LUV
0.73
CMS
2.53
P/B Ratio
LUV
3.10
Winner
CMS
2.27

LUV vs CMS - Historical Returns

Returns include dividend reinvestment.

1M
LUV
-17.48%
Winner
CMS
-3.40%
3M
Winner
LUV
+0.89%
CMS
-3.03%
6M
LUV
-22.75%
Winner
CMS
-6.02%
1Y
Winner
LUV
+30.34%
CMS
-0.89%
5Y(CAGR)
LUV
-1.80%
Winner
CMS
+4.94%
10Y(CAGR)
LUV
+2.15%
Winner
CMS
+8.24%
Max(CAGR)
Winner
LUV
+5.62%
CMS
+5.61%

LUV vs CMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLUVCMS
2026-2.57%+2.00%
2025+26.56%+8.32%
2024+20.78%+16.31%
2023-8.93%-5.83%
2022-23.48%+1.41%
2021-4.88%+12.27%
2020-14.67%+1.51%
2019+16.07%+33.60%
2018-29.11%+9.03%
2017+32.03%+17.27%
2016+19.85%+20.42%
2015+1.56%+6.14%
2014+125.82%+36.99%
2013+81.52%+11.95%
2012+22.22%+16.44%
2011-35.23%+22.83%
2010+16.27%+22.64%
2009+27.72%+56.01%
2008-26.84%-39.46%
2007-21.29%+4.61%
2006-6.65%+14.78%
2005+2.37%+39.65%
2004+2.26%+21.65%
2003+13.79%-12.26%
2002-23.75%-58.14%
2001-17.07%-16.42%
2000+111.50%+14.51%
1999-1.49%-16.13%

LUV vs CMS Drawdown Comparison

The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.

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

The current LUV drawdown is -32.88%. The current CMS drawdown is -10.82%.

RankLUVCMS
#1-78.25%
Jan 5, 2001 - Mar 4, 2014
-88.62%
Nov 1, 1999 - Jan 4, 2013
#2-64.75%
Jan 2, 2018 - Oct 31, 2023
-29.55%
Feb 18, 2020 - Mar 3, 2022
#3-30.90%
Jan 29, 2015 - Nov 3, 2015
-27.56%
Apr 6, 2022 - Aug 26, 2024
#4-29.86%
Dec 7, 2015 - Dec 7, 2016
-17.37%
Nov 14, 2017 - Aug 15, 2018
#5-20.88%
Jul 7, 2017 - Dec 15, 2017
-16.46%
Jan 29, 2015 - Jan 27, 2016
#6-18.02%
Sep 18, 2014 - Nov 3, 2014
-13.21%
Jul 6, 2016 - Mar 22, 2017
#7-16.42%
May 8, 2000 - Jul 24, 2000
-12.58%
Apr 30, 2013 - Mar 17, 2014
#8-14.25%
Apr 11, 2000 - May 8, 2000
-11.81%
Apr 9, 2026 - Aug 10, 2026
#9-13.21%
Nov 5, 1999 - Feb 23, 2000
-9.78%
Dec 13, 2018 - Feb 21, 2019
#10-11.73%
Mar 1, 2017 - May 22, 2017
-9.18%
Oct 23, 2024 - Feb 21, 2025
#11-11.25%
Aug 11, 2000 - Oct 3, 2000
-8.70%
Jun 30, 2014 - Oct 14, 2014
#12-10.49%
Feb 29, 2000 - Mar 10, 2000
-8.51%
Apr 3, 2025 - Oct 15, 2025
#13-8.88%
Jan 2, 2015 - Jan 22, 2015
-8.31%
Nov 28, 2025 - Feb 13, 2026
#14-8.83%
Nov 29, 2000 - Dec 27, 2000
-7.85%
Sep 26, 2019 - Jan 15, 2020
#15-8.55%
Oct 5, 2000 - Oct 19, 2000
-7.80%
Apr 1, 2016 - Jun 3, 2016

Correlation

Correlation between LUV and CMS is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

LUV vs CMS dividend yield comparison.

YearLUVCMS
20260.90%2.97%
20251.74%3.10%
20242.14%3.09%
20233.12%3.36%
20220.00%3.62%
20210.00%2.67%
20200.39%2.67%
20191.30%2.43%
20181.30%2.88%
20170.73%2.81%
20160.75%2.98%
20150.66%3.22%
20140.52%3.11%
20130.69%3.81%
20120.34%3.94%
20110.21%3.80%
20100.14%3.55%
20090.16%3.19%
20080.21%3.56%
20070.15%1.15%
20060.12%0.00%
20050.11%0.00%
20040.11%0.00%
20030.11%0.00%
20020.13%11.55%
20010.10%6.08%
20000.07%4.61%
19990.04%1.17%

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