MC vs CMS-P-C

Comparison between Moelis & Co - Class A (MC, Company) and CMS Energy Corporation (CMS-P-C, Company).

5-Year PerformanceMC has outperformed CMS-P-C, delivering a return of +7.4% compared to -3.0%

MC vs CMS-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MC(COMPANY)	CMS-P-C(COMPANY)
Market Cap	$5.19B	$5.18B
Max Drawdown	64.41%	36.93%
Sharpe Ratio	0.03	-0.44
5Y Beta	1.53	0.22
Industry	Capital Markets	N/A
P/E Ratio	22.73	4.63
Forward P/E	20.41	N/A
PEG Ratio	1.71	0.74
Dividend Yield	3.86%	N/A
5Y Dividends CAGR	-14.64%	N/A
5Y EPS CAGR	-9.31%	3.94%
Debt to Equity	54.85%	199.20%
Free Cash Flow Yield	8.04%	-71.59%
P/S Ratio	3.56	N/A
P/B Ratio	10.47	N/A

Market Cap

Winner

$5.19B

CMS-P-C

$5.18B

Max Drawdown

64.41%

Winner

CMS-P-C

36.93%

Sharpe Ratio

Winner

0.03

CMS-P-C

-0.44

5Y Beta

1.53

Winner

CMS-P-C

0.22

Industry

Capital Markets

CMS-P-C

N/A

P/E Ratio

22.73

Winner

CMS-P-C

4.63

Forward P/E

20.41

CMS-P-C

N/A

PEG Ratio

1.71

Winner

CMS-P-C

0.74

Dividend Yield

3.86%

CMS-P-C

N/A

5Y Dividends CAGR

-14.64%

CMS-P-C

N/A

5Y EPS CAGR

-9.31%

Winner

CMS-P-C

3.94%

Debt to Equity

Winner

54.85%

CMS-P-C

199.20%

Free Cash Flow Yield

Winner

8.04%

CMS-P-C

-71.59%

P/S Ratio

3.56

CMS-P-C

N/A

P/B Ratio

10.47

CMS-P-C

N/A

MC vs CMS-P-C - Historical Returns

Returns include dividend reinvestment.

Period	MC	CMS-P-C
1 month	-4.60%	-0.36%
3 months	+5.32%	-2.34%
6 months	-7.16%	-3.60%
1 year	-1.14%	-2.08%
5 years(CAGR)	+7.38%	-3.04%
10 years(CAGR)	+17.57%	N/A
Max(CAGR)	+15.57%	-2.75%

-4.60%

Winner

CMS-P-C

-0.36%

Winner

+5.32%

CMS-P-C

-2.34%

-7.16%

Winner

CMS-P-C

-3.60%

Winner

-1.14%

CMS-P-C

-2.08%

5Y(CAGR)

Winner

+7.38%

CMS-P-C

-3.04%

10Y(CAGR)

+17.57%

CMS-P-C

N/A

Max(CAGR)

Winner

+15.57%

CMS-P-C

-2.75%

MC vs CMS-P-C - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	MC	CMS-P-C
2026	-4.52%	-3.49%
2025	-3.58%	-1.03%
2024	+38.29%	-0.99%
2023	+52.46%	+17.04%
2022	-35.28%	-25.00%
2021	+51.49%	+1.60%
2020	+60.40%	N/A
2019	-2.44%	N/A
2018	-23.43%	N/A
2017	+51.96%	N/A
2016	+33.42%	N/A
2015	-14.40%	N/A
2014	+39.19%	N/A

MC vs CMS-P-C Drawdown Comparison

The maximum drawdown for MC was -58.34%, occurring on Mar 18, 2020. Recovery took 647 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 MC drawdown is -12.84%. The current CMS-P-C drawdown is -14.99%.

Rank	MC	CMS-P-C
#1	-58.34% Jun 20, 2018 - Jan 14, 2021	-32.69% Jul 23, 2021 - Nov 2, 2022
#2	-53.05% Nov 5, 2021 - Jul 16, 2024	-0.47% Jul 15, 2021 - Jul 23, 2021
#3	-39.32% Feb 6, 2025 - Apr 8, 2025	-0.08% Jul 9, 2021 - Jul 13, 2021
#4	-31.77% Jan 2, 2015 - Dec 15, 2016	N/A
#5	-17.00% Aug 29, 2014 - Nov 13, 2014	N/A
#6	-14.66% Jun 23, 2014 - Aug 29, 2014	N/A
#7	-12.95% Jul 30, 2024 - Sep 17, 2024	N/A
#8	-12.14% Nov 6, 2024 - Feb 6, 2025	N/A
#9	-11.76% Jul 25, 2017 - Oct 20, 2017	N/A
#10	-10.97% Nov 13, 2014 - Dec 23, 2014	N/A
#11	-10.63% Mar 20, 2018 - Apr 24, 2018	N/A
#12	-10.55% Jan 15, 2021 - Feb 19, 2021	N/A
#13	-10.04% Mar 17, 2021 - Jun 24, 2021	N/A
#14	-9.95% Mar 16, 2017 - Apr 24, 2017	N/A
#15	-9.27% Apr 24, 2017 - Jun 13, 2017	N/A

Correlation

Correlation between MC and CMS-P-C is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2014 - 2026)

MC vs CMS-P-C dividend yield comparison.

Year	MC	CMS-P-C
2026	1.95%	3.17%
2025	3.78%	6.02%
2024	3.25%	5.61%
2023	4.28%	5.28%
2022	6.25%	5.94%
2021	10.88%	2.28%
2020	8.88%	0.00%
2019	10.18%	0.00%
2018	14.19%	0.00%
2017	5.11%	0.00%
2016	9.71%	0.00%
2015	3.43%	0.00%
2014	4.01%	0.00%