NOV vs CMSA

Comparison between NOV Inc (NOV, Company) and CMS Energy Corporation (CMSA, Company).

NOV is from the Energy sector, while CMSA is from the Utilities sector.

5-Year PerformanceNOV has outperformed CMSA, delivering a return of +5.0% compared to +0.8%

NOV vs CMSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NOV(COMPANY)	CMSA(COMPANY)
Market Cap	$6.52B	$6.50B
Max Drawdown	91.25%	33.16%
Sharpe Ratio	1.02	0.05
5Y Beta	1.18	0.18
Industry	Oil & Gas Equipment & Services	Multiline Utilities
P/E Ratio	75.13	5.80
Forward P/E	20.33	N/A
PEG Ratio	1.13	0.93
Dividend Yield	1.70%	6.49%
5Y Dividends CAGR	N/A	4.55%
5Y EPS CAGR	N/A	3.94%
Debt to Equity	27.61%	199.20%
Free Cash Flow Yield	11.26%	-57.13%
P/S Ratio	0.75	N/A
P/B Ratio	1.05	N/A

Market Cap

Winner

NOV

$6.52B

CMSA

$6.50B

Max Drawdown

NOV

91.25%

Winner

CMSA

33.16%

Sharpe Ratio

Winner

NOV

1.02

CMSA

0.05

5Y Beta

NOV

1.18

Winner

CMSA

0.18

Industry

NOV

Oil & Gas Equipment & Services

CMSA

Multiline Utilities

P/E Ratio

NOV

75.13

Winner

CMSA

5.80

Forward P/E

NOV

20.33

CMSA

N/A

PEG Ratio

NOV

1.13

Winner

CMSA

0.93

Dividend Yield

NOV

1.70%

Winner

CMSA

6.49%

5Y Dividends CAGR

NOV

N/A

CMSA

4.55%

5Y EPS CAGR

NOV

N/A

CMSA

3.94%

Debt to Equity

Winner

NOV

27.61%

CMSA

199.20%

Free Cash Flow Yield

Winner

NOV

11.26%

CMSA

-57.13%

P/S Ratio

NOV

0.75

CMSA

N/A

P/B Ratio

NOV

1.05

CMSA

N/A

NOV vs CMSA - Historical Returns

Returns include dividend reinvestment.

Period	NOV	CMSA
1 month	-11.51%	-1.82%
3 months	-3.20%	+0.25%
6 months	+11.32%	-2.20%
1 year	+39.84%	+3.60%
5 years(CAGR)	+4.99%	+0.82%
10 years(CAGR)	-5.12%	+3.47%
Max(CAGR)	+5.22%	+3.47%

NOV

-11.51%

Winner

CMSA

-1.82%

NOV

-3.20%

Winner

CMSA

+0.25%

Winner

NOV

+11.32%

CMSA

-2.20%

Winner

NOV

+39.84%

CMSA

+3.60%

5Y(CAGR)

Winner

NOV

+4.99%

CMSA

+0.82%

10Y(CAGR)

NOV

-5.12%

Winner

CMSA

+3.47%

Max(CAGR)

Winner

NOV

+5.22%

CMSA

+3.47%

NOV vs CMSA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NOV	CMSA
2026	+11.32%	-2.20%
2025	+10.50%	+2.51%
2024	-26.36%	-3.65%
2023	+3.30%	+19.05%
2022	+46.63%	-12.22%
2021	-2.05%	-1.02%
2020	-45.33%	+13.20%
2019	-2.29%	+15.23%
2018	-29.79%	-2.55%
2017	-4.18%	N/A
2016	+10.23%	N/A
2015	-46.64%	N/A
2014	-6.01%	N/A
2013	+14.94%	N/A
2012	-2.91%	N/A
2011	+2.32%	N/A
2010	+47.29%	N/A
2009	+68.53%	N/A
2008	-67.57%	N/A
2007	+152.27%	N/A
2006	-9.78%	N/A
2005	+84.74%	N/A
2004	+58.54%	N/A
2003	-1.02%	N/A
2002	+10.64%	N/A
2001	-46.12%	N/A
2000	+164.46%	N/A
1999	+17.26%	N/A

NOV vs CMSA Drawdown Comparison

The maximum drawdown for NOV was -89.77%, occurring on Oct 28, 2020. This drawdown has not yet recovered.

The maximum drawdown for CMSA was -32.25%, occurring on Mar 18, 2020. Recovery took 119 trading sessions.

The current NOV drawdown is -74.71%. The current CMSA drawdown is -10.13%.

Rank	NOV	CMSA
#1	-89.77% Aug 29, 2014 - Oct 28, 2020	-32.25% Feb 4, 2020 - Jul 24, 2020
#2	-80.49% Jun 23, 2008 - Jun 9, 2014	-17.09% Jun 22, 2021 - Dec 20, 2023
#3	-68.12% Feb 14, 2001 - Feb 11, 2005	-15.78% Sep 23, 2024 - Sep 29, 2025
#4	-35.05% Oct 15, 2007 - May 20, 2008	-11.37% Sep 30, 2025 - Jun 26, 2026
#5	-31.96% Jan 30, 2006 - Mar 21, 2007	-8.34% Dec 30, 2020 - Jun 22, 2021
#6	-27.33% Aug 4, 2000 - Dec 18, 2000	-8.01% Aug 30, 2018 - Jan 11, 2019
#7	-26.90% Mar 29, 2000 - Jun 21, 2000	-6.92% Mar 21, 2024 - Aug 16, 2024
#8	-20.85% Mar 14, 2005 - Jul 22, 2005	-4.02% Nov 14, 2019 - Jan 9, 2020
#9	-18.24% Nov 22, 1999 - Jan 7, 2000	-3.90% Mar 16, 2018 - Aug 22, 2018
#10	-18.19% Sep 28, 2005 - Jan 3, 2006	-3.39% Jan 31, 2019 - Mar 27, 2019
#11	-16.76% Jul 25, 2007 - Aug 31, 2007	-3.35% Apr 30, 2019 - Jun 10, 2019
#12	-13.73% Dec 28, 2000 - Feb 9, 2001	-3.32% Sep 3, 2019 - Sep 27, 2019
#13	-12.30% Jan 26, 2000 - Feb 10, 2000	-3.14% Jul 29, 2020 - Oct 27, 2020
#14	-11.21% Mar 2, 2000 - Mar 22, 2000	-2.81% Feb 1, 2024 - Feb 23, 2024
#15	-8.33% Jul 3, 2000 - Jul 18, 2000	-2.34% Jul 31, 2019 - Aug 20, 2019

Correlation

Correlation between NOV and CMSA is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63

-101

Dividend Comparison (2009 - 2026)

NOV vs CMSA dividend yield comparison.

Year	NOV	CMSA
2026	1.50%	3.34%
2025	3.26%	6.41%
2024	1.88%	6.30%
2023	0.99%	5.74%
2022	0.96%	6.46%
2021	0.37%	5.32%
2020	0.36%	4.94%
2019	0.80%	5.37%
2018	0.78%	2.97%
2017	0.56%	0.00%
2016	1.63%	0.00%
2015	5.49%	0.00%
2014	14.84%	0.00%
2013	1.14%	0.00%
2012	0.72%	0.00%
2011	0.66%	0.00%
2010	0.61%	0.00%
2009	2.49%	0.00%