PBF vs CMSC

Comparison between PBF Energy Inc - Class A (PBF, Company) and CMS Energy Corporation (CMSC, Company).

PBF is from the Energy sector, while CMSC is from the Utilities sector.

5-Year PerformancePBF has outperformed CMSC, delivering a return of +47.5% compared to +1.9%

PBF vs CMSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBF(COMPANY)	CMSC(COMPANY)
Market Cap	$6.89B	$6.89B
Max Drawdown	92.01%	33.40%
Sharpe Ratio	1.59	0.24
5Y Beta	0.71	0.16
Industry	Oil & Gas Refining & Marketing	Multiline Utilities
P/E Ratio	-171.08	6.15
Forward P/E	11.99	N/A
PEG Ratio	2.51	0.99
Dividend Yield	1.81%	6.65%
5Y Dividends CAGR	N/A	4.57%
5Y EPS CAGR	-50.45%	3.94%
Debt to Equity	50.76%	199.20%
Free Cash Flow Yield	-9.93%	-53.87%
P/S Ratio	0.24	N/A
P/B Ratio	1.23	N/A

Market Cap

PBF

$6.89B

Winner

CMSC

$6.89B

Max Drawdown

PBF

92.01%

Winner

CMSC

33.40%

Sharpe Ratio

Winner

PBF

1.59

CMSC

0.24

5Y Beta

PBF

0.71

Winner

CMSC

0.16

Industry

PBF

Oil & Gas Refining & Marketing

CMSC

Multiline Utilities

P/E Ratio

Winner

PBF

-171.08

CMSC

6.15

Forward P/E

PBF

11.99

CMSC

N/A

PEG Ratio

PBF

2.51

Winner

CMSC

0.99

Dividend Yield

PBF

1.81%

Winner

CMSC

6.65%

5Y Dividends CAGR

PBF

N/A

CMSC

4.57%

5Y EPS CAGR

PBF

-50.45%

Winner

CMSC

3.94%

Debt to Equity

Winner

PBF

50.76%

CMSC

199.20%

Free Cash Flow Yield

Winner

PBF

-9.93%

CMSC

-53.87%

P/S Ratio

PBF

0.24

CMSC

N/A

P/B Ratio

PBF

1.23

CMSC

N/A

PBF vs CMSC - Historical Returns

Returns include dividend reinvestment.

Period	PBF	CMSC
1 month	+55.66%	+0.26%
3 months	+43.92%	-0.87%
6 months	+109.40%	-2.90%
1 year	+152.30%	+5.69%
5 years(CAGR)	+47.49%	+1.95%
10 years(CAGR)	+13.76%	N/A
Max(CAGR)	+9.69%	+4.21%

Winner

PBF

+55.66%

CMSC

+0.26%

Winner

PBF

+43.92%

CMSC

-0.87%

Winner

PBF

+109.40%

CMSC

-2.90%

Winner

PBF

+152.30%

CMSC

+5.69%

5Y(CAGR)

Winner

PBF

+47.49%

CMSC

+1.95%

10Y(CAGR)

PBF

+13.76%

CMSC

N/A

Max(CAGR)

Winner

PBF

+9.69%

CMSC

+4.21%

PBF vs CMSC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PBF	CMSC
2026	+116.73%	-0.39%
2025	+5.87%	+3.88%
2024	-38.60%	-0.89%
2023	+19.40%	+17.46%
2022	+192.12%	-11.50%
2021	+89.62%	-0.02%
2020	-77.40%	+10.47%
2019	-2.52%	+16.28%
2018	-7.09%	-3.45%
2017	+30.89%	N/A
2016	-17.48%	N/A
2015	+44.65%	N/A
2014	-10.54%	N/A
2013	+11.55%	N/A
2012	+10.67%	N/A

PBF vs CMSC Drawdown Comparison

The maximum drawdown for PBF was -91.50%, occurring on Oct 28, 2020. Recovery took 1221 trading sessions.

The maximum drawdown for CMSC was -32.28%, occurring on Mar 18, 2020. Recovery took 208 trading sessions.

The current CMSC drawdown is -4.84%.

Rank	PBF	CMSC
#1	-91.50% Oct 3, 2018 - Aug 11, 2023	-32.28% Sep 27, 2019 - Jul 27, 2020
#2	-76.04% Apr 5, 2024 - Jul 13, 2026	-17.19% Jun 22, 2021 - Nov 30, 2023
#3	-50.54% Nov 27, 2015 - Apr 17, 2018	-10.25% Sep 10, 2024 - Aug 25, 2025
#4	-48.92% Mar 4, 2013 - Nov 18, 2015	-7.07% Feb 20, 2026 - Mar 31, 2026
#5	-26.53% Sep 28, 2023 - Mar 13, 2024	-6.62% Dec 31, 2020 - Jun 17, 2021
#6	-17.78% Jun 4, 2018 - Aug 7, 2018	-5.54% Jan 31, 2019 - Apr 1, 2019
#7	-11.40% Sep 4, 2018 - Oct 3, 2018	-5.37% Oct 27, 2025 - Feb 18, 2026
#8	-9.70% Aug 7, 2018 - Aug 29, 2018	-5.03% Nov 8, 2018 - Jan 28, 2019
#9	-7.97% Aug 11, 2023 - Sep 7, 2023	-4.25% Mar 21, 2024 - Aug 14, 2024
#10	-6.81% Jan 2, 2013 - Jan 17, 2013	-3.95% Sep 4, 2019 - Sep 23, 2019
#11	-3.64% Mar 20, 2024 - Mar 28, 2024	-3.59% Aug 14, 2020 - Oct 30, 2020
#12	-3.50% Sep 14, 2023 - Sep 28, 2023	-2.35% Jul 30, 2019 - Aug 20, 2019
#13	-3.50% Jul 14, 2026 - Jul 16, 2026	-1.70% Sep 17, 2025 - Oct 17, 2025
#14	-3.30% Apr 26, 2018 - May 2, 2018	-1.57% Nov 16, 2020 - Dec 9, 2020
#15	-3.13% Jan 17, 2013 - Jan 24, 2013	-1.40% Dec 14, 2023 - Dec 27, 2023

Correlation

Correlation between PBF and CMSC is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25

-101

Dividend Comparison (2013 - 2026)

PBF vs CMSC dividend yield comparison.

Year	PBF	CMSC
2026	0.90%	3.33%
2025	4.06%	6.48%
2024	3.86%	6.41%
2023	1.93%	5.93%
2022	0.49%	6.62%
2021	0.00%	5.49%
2020	4.23%	5.17%
2019	3.83%	5.48%
2018	3.67%	0.00%
2017	3.39%	0.00%
2016	4.30%	0.00%
2015	3.26%	0.00%
2014	4.50%	0.00%
2013	3.81%	0.00%