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NI vs CMS

Comparison between NiSource Inc (NI, Company) and CMS Energy Corporation (CMS, Company).

Both NI and CMS are from the Utilities sector.

5-Year PerformanceNI has outperformed CMS, delivering a return of +17.2% compared to +6.2%

NI vs CMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NI
$23B
CMS
$23B
Max Drawdown
Winner
NI
75.57%
CMS
90.62%
Sharpe Ratio
Winner
NI
1.10
CMS
0.18
5Y Beta
NI
0.32
Winner
CMS
0.05
Industry
NI
Utilities - Regulated Gas
CMS
Utilities - Regulated Electric
P/E Ratio
NI
23.37
Winner
CMS
20.12
Forward P/E
NI
23.26
Winner
CMS
18.98
PEG Ratio
Winner
NI
2.33
CMS
3.23
Dividend Yield
NI
1.81%
Winner
CMS
3.00%
5Y Dividends CAGR
Winner
NI
10.86%
CMS
5.75%
5Y EPS CAGR
Winner
NI
31.83%
CMS
3.94%
Debt to Equity
Winner
NI
13.37%
CMS
199.20%
Free Cash Flow Yield
Winner
NI
-3.69%
CMS
-16.47%
P/S Ratio
NI
3.30
Winner
CMS
2.55
P/B Ratio
Winner
NI
2.35
CMS
2.45

NI vs CMS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NI
+2.29%
CMS
-1.80%
3M
Winner
NI
+3.53%
CMS
-2.16%
6M
Winner
NI
+12.98%
CMS
+0.99%
1Y
Winner
NI
+26.07%
CMS
+7.24%
5Y(CAGR)
Winner
NI
+17.19%
CMS
+6.15%
10Y(CAGR)
Winner
NI
+10.64%
CMS
+9.32%
Max(CAGR)
Winner
NI
+11.37%
CMS
+5.82%

NI vs CMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNICMS
2026+14.64%+6.18%
2025+18.08%+8.32%
2024+41.04%+16.31%
2023+0.38%-5.83%
2022+2.96%+1.41%
2021+26.74%+12.27%
2020-12.79%+1.51%
2019+14.29%+33.60%
2018+3.17%+9.03%
2017+19.01%+17.27%
2016+16.64%+20.42%
2015+24.11%+6.14%
2014+34.99%+36.99%
2013+34.52%+11.95%
2012+9.70%+16.44%
2011+39.75%+22.83%
2010+20.25%+22.64%
2009+49.16%+56.01%
2008-38.53%-39.46%
2007-18.81%+4.61%
2006+17.85%+14.78%
2005-2.99%+39.65%
2004+9.85%+21.65%
2003+12.97%-12.26%
2002-9.69%-58.14%
2001-20.03%-16.42%
2000+84.02%+14.51%
1999-14.08%-16.13%

NI vs CMS Drawdown Comparison

The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

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

The current NI drawdown is -1.18%. The current CMS drawdown is -7.16%.

RankNICMS
#1-65.72%
May 18, 2007 - May 10, 2011
-88.62%
Nov 1, 1999 - Jan 4, 2013
#2-50.72%
Apr 10, 2001 - Nov 29, 2006
-29.55%
Feb 18, 2020 - Mar 3, 2022
#3-38.71%
Jan 24, 2000 - Aug 9, 2000
-27.56%
Apr 6, 2022 - Aug 26, 2024
#4-30.95%
Feb 14, 2020 - Jan 28, 2022
-17.37%
Nov 14, 2017 - Aug 15, 2018
#5-24.82%
Apr 6, 2022 - Jul 12, 2024
-16.46%
Jan 29, 2015 - Jan 27, 2016
#6-21.37%
Nov 4, 1999 - Jan 24, 2000
-13.21%
Jul 6, 2016 - Mar 22, 2017
#7-18.91%
Jul 5, 2016 - May 31, 2017
-12.58%
Apr 30, 2013 - Mar 17, 2014
#8-17.68%
Nov 14, 2017 - Aug 14, 2018
-9.78%
Dec 13, 2018 - Feb 21, 2019
#9-16.80%
Dec 26, 2000 - Apr 2, 2001
-9.68%
Apr 9, 2026 - May 15, 2026
#10-14.17%
Sep 26, 2019 - Feb 13, 2020
-9.18%
Oct 23, 2024 - Feb 21, 2025
#11-13.43%
Sep 13, 2018 - Mar 11, 2019
-8.70%
Jun 30, 2014 - Oct 14, 2014
#12-13.09%
Jul 21, 2011 - Aug 29, 2011
-8.51%
Apr 3, 2025 - Oct 15, 2025
#13-12.12%
Jun 18, 2015 - Sep 30, 2015
-8.31%
Nov 28, 2025 - Feb 13, 2026
#14-12.09%
Sep 13, 2000 - Dec 1, 2000
-7.85%
Sep 26, 2019 - Jan 15, 2020
#15-11.33%
Apr 29, 2013 - Jul 25, 2013
-7.80%
Apr 1, 2016 - Jun 3, 2016

Correlation

Correlation between NI and CMS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

NI vs CMS dividend yield comparison.

YearNICMS
20261.26%1.55%
20252.68%3.10%
20242.88%3.09%
20233.77%3.36%
20223.43%3.62%
20213.19%2.67%
20203.66%2.67%
20192.87%2.43%
20183.08%2.88%
20172.73%2.81%
20162.89%2.98%
2015145.67%3.22%
20142.40%3.11%
20132.98%3.81%
20122.81%3.94%
20113.86%3.80%
20105.22%3.55%
20095.98%3.19%
20088.39%3.56%
20074.87%1.15%
20063.82%0.00%
20054.41%0.00%
20044.04%0.00%
20035.01%0.00%
20025.80%11.55%
20015.03%6.08%
20003.51%4.61%
19990.00%1.17%

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