OWL vs CMSC

Comparison between Blue Owl Capital Inc - Class A (OWL, Company) and CMS Energy Corporation (CMSC, Company).

OWL is from the Financial Services sector, while CMSC is from the Utilities sector.

5-Year PerformanceCMSC has outperformed OWL, delivering a return of +1.7% compared to -3.4%

OWL vs CMSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OWL(COMPANY)	CMSC(COMPANY)
Market Cap	$6.92B	$6.89B
Max Drawdown	69.15%	33.40%
Sharpe Ratio	-1.26	0.50
5Y Beta	1.65	0.16
Industry	Asset Management	Multiline Utilities
P/E Ratio	87.43	6.15
Forward P/E	9.93	N/A
PEG Ratio	0.17	0.99
Dividend Yield	9.31%	6.65%
5Y Dividends CAGR	N/A	4.57%
5Y EPS CAGR	N/A	3.94%
Debt to Equity	150.74%	199.20%
Free Cash Flow Yield	17.30%	-53.87%
P/S Ratio	5.96	N/A
P/B Ratio	4.50	N/A

Market Cap

Winner

OWL

$6.92B

CMSC

$6.89B

Max Drawdown

OWL

69.15%

Winner

CMSC

33.40%

Sharpe Ratio

OWL

-1.26

Winner

CMSC

0.50

5Y Beta

OWL

1.65

Winner

CMSC

0.16

Industry

OWL

Asset Management

CMSC

Multiline Utilities

P/E Ratio

OWL

87.43

Winner

CMSC

6.15

Forward P/E

OWL

9.93

CMSC

N/A

PEG Ratio

Winner

OWL

0.17

CMSC

0.99

Dividend Yield

Winner

OWL

9.31%

CMSC

6.65%

5Y Dividends CAGR

OWL

N/A

CMSC

4.57%

5Y EPS CAGR

OWL

N/A

CMSC

3.94%

Debt to Equity

Winner

OWL

150.74%

CMSC

199.20%

Free Cash Flow Yield

Winner

OWL

17.30%

CMSC

-53.87%

P/S Ratio

OWL

5.96

CMSC

N/A

P/B Ratio

OWL

4.50

CMSC

N/A

OWL vs CMSC - Historical Returns

Returns include dividend reinvestment.

Period	OWL	CMSC
1 month	-0.92%	-3.25%
3 months	+15.07%	-1.75%
6 months	-35.37%	-0.84%
1 year	-45.97%	+7.24%
5 years(CAGR)	-3.43%	+1.74%
Max(CAGR)	+3.03%	+4.23%

Winner

OWL

-0.92%

CMSC

-3.25%

Winner

OWL

+15.07%

CMSC

-1.75%

OWL

-35.37%

Winner

CMSC

-0.84%

OWL

-45.97%

Winner

CMSC

+7.24%

5Y(CAGR)

OWL

-3.43%

Winner

CMSC

+1.74%

Max(CAGR)

OWL

+3.03%

Winner

CMSC

+4.23%

OWL vs CMSC - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	OWL	CMSC
2026	-33.94%	-0.68%
2025	-33.75%	+3.88%
2024	+65.06%	-0.89%
2023	+54.75%	+17.46%
2022	-25.64%	-11.50%
2021	+38.01%	-0.02%
2020	+11.57%	+10.47%
2019	N/A	+16.28%
2018	N/A	-3.45%

OWL vs CMSC Drawdown Comparison

The maximum drawdown for OWL was -67.06%, occurring on Apr 10, 2026. 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 OWL drawdown is -60.34%. The current CMSC drawdown is -5.11%.

Rank	OWL	CMSC
#1	-67.06% Jan 24, 2025 - Apr 10, 2026	-32.28% Sep 27, 2019 - Jul 27, 2020
#2	-50.52% Nov 2, 2021 - Feb 8, 2024	-17.19% Jun 22, 2021 - Nov 30, 2023
#3	-26.26% Jun 7, 2021 - Sep 15, 2021	-10.25% Sep 10, 2024 - Aug 25, 2025
#4	-20.27% Jul 22, 2024 - Oct 2, 2024	-7.07% Feb 20, 2026 - Mar 31, 2026
#5	-17.39% Dec 28, 2020 - May 24, 2021	-6.62% Dec 31, 2020 - Jun 17, 2021
#6	-14.63% May 28, 2024 - Jul 22, 2024	-5.54% Jan 31, 2019 - Apr 1, 2019
#7	-12.08% Oct 18, 2024 - Nov 21, 2024	-5.37% Oct 27, 2025 - Feb 18, 2026
#8	-9.88% Dec 16, 2024 - Jan 22, 2025	-5.03% Nov 8, 2018 - Jan 28, 2019
#9	-9.01% Sep 15, 2021 - Oct 19, 2021	-4.25% Mar 21, 2024 - Aug 14, 2024
#10	-8.42% Apr 8, 2024 - May 28, 2024	-3.95% Sep 4, 2019 - Sep 23, 2019
#11	-6.31% Nov 22, 2024 - Dec 11, 2024	-3.59% Aug 14, 2020 - Oct 30, 2020
#12	-5.92% May 25, 2021 - Jun 3, 2021	-2.35% Jul 30, 2019 - Aug 20, 2019
#13	-5.64% Dec 18, 2020 - Dec 23, 2020	-1.70% Sep 17, 2025 - Oct 17, 2025
#14	-4.36% Mar 4, 2024 - Mar 21, 2024	-1.57% Nov 16, 2020 - Dec 9, 2020
#15	-2.54% Oct 4, 2024 - Oct 10, 2024	-1.40% Dec 14, 2023 - Dec 27, 2023