PBF vs CMSD

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

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

5-Year PerformancePBF has outperformed CMSD, delivering a return of +47.5% compared to +1.7%

PBF vs CMSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBF(COMPANY)	CMSD(COMPANY)
Market Cap	$6.89B	$6.89B
Max Drawdown	92.01%	34.37%
Sharpe Ratio	1.59	0.05
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%	5.77%
5Y Dividends CAGR	N/A	4.45%
5Y EPS CAGR	-50.45%	3.94%
Debt to Equity	50.76%	199.20%
Free Cash Flow Yield	-9.93%	-53.90%
P/S Ratio	0.24	N/A
P/B Ratio	1.23	N/A

Market Cap

Winner

PBF

$6.89B

CMSD

$6.89B

Max Drawdown

PBF

92.01%

Winner

CMSD

34.37%

Sharpe Ratio

Winner

PBF

1.59

CMSD

0.05

5Y Beta

PBF

0.71

Winner

CMSD

0.16

Industry

PBF

Oil & Gas Refining & Marketing

CMSD

Multiline Utilities

P/E Ratio

Winner

PBF

-171.08

CMSD

6.15

Forward P/E

PBF

11.99

CMSD

N/A

PEG Ratio

PBF

2.51

Winner

CMSD

0.99

Dividend Yield

PBF

1.81%

Winner

CMSD

5.77%

5Y Dividends CAGR

PBF

N/A

CMSD

4.45%

5Y EPS CAGR

PBF

-50.45%

Winner

CMSD

3.94%

Debt to Equity

Winner

PBF

50.76%

CMSD

199.20%

Free Cash Flow Yield

Winner

PBF

-9.93%

CMSD

-53.90%

P/S Ratio

PBF

0.24

CMSD

N/A

P/B Ratio

PBF

1.23

CMSD

N/A

PBF vs CMSD - Historical Returns

Returns include dividend reinvestment.

Period	PBF	CMSD
1 month	+55.66%	+0.18%
3 months	+43.92%	-1.07%
6 months	+109.40%	-3.82%
1 year	+152.30%	+4.43%
5 years(CAGR)	+47.49%	+1.65%
10 years(CAGR)	+13.76%	N/A
Max(CAGR)	+9.69%	+4.03%

Winner

PBF

+55.66%

CMSD

+0.18%

Winner

PBF

+43.92%

CMSD

-1.07%

Winner

PBF

+109.40%

CMSD

-3.82%

Winner

PBF

+152.30%

CMSD

+4.43%

5Y(CAGR)

Winner

PBF

+47.49%

CMSD

+1.65%

10Y(CAGR)

PBF

+13.76%

CMSD

N/A

Max(CAGR)

Winner

PBF

+9.69%

CMSD

+4.03%

PBF vs CMSD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PBF	CMSD
2026	+116.73%	-2.47%
2025	+5.87%	+5.06%
2024	-38.60%	-0.92%
2023	+19.40%	+16.72%
2022	+192.12%	-11.47%
2021	+89.62%	+2.71%
2020	-77.40%	+5.14%
2019	-2.52%	+13.65%
2018	-7.09%	N/A
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 CMSD Drawdown Comparison

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

The maximum drawdown for CMSD was -33.33%, occurring on Mar 18, 2020. Recovery took 114 trading sessions.

The current CMSD drawdown is -5.43%.

Rank	PBF	CMSD
#1	-91.50% Oct 3, 2018 - Aug 11, 2023	-33.33% Feb 11, 2020 - Jul 24, 2020
#2	-76.04% Apr 5, 2024 - Jul 13, 2026	-17.55% Nov 9, 2021 - Dec 1, 2023
#3	-50.54% Nov 27, 2015 - Apr 17, 2018	-10.96% Sep 10, 2024 - Aug 22, 2025
#4	-48.92% Mar 4, 2013 - Nov 18, 2015	-7.75% Oct 23, 2025 - Mar 31, 2026
#5	-26.53% Sep 28, 2023 - Mar 13, 2024	-5.72% Sep 30, 2019 - Dec 18, 2019
#6	-17.78% Jun 4, 2018 - Aug 7, 2018	-5.41% Dec 30, 2020 - Apr 6, 2021
#7	-11.40% Sep 4, 2018 - Oct 3, 2018	-4.50% Mar 21, 2024 - Aug 16, 2024
#8	-9.70% Aug 7, 2018 - Aug 29, 2018	-3.65% Aug 18, 2020 - Oct 23, 2020
#9	-7.97% Aug 11, 2023 - Sep 7, 2023	-3.29% Jun 18, 2021 - Nov 8, 2021
#10	-6.81% Jan 2, 2013 - Jan 17, 2013	-3.26% Apr 7, 2021 - Jun 4, 2021
#11	-3.64% Mar 20, 2024 - Mar 28, 2024	-2.57% Oct 23, 2020 - Nov 16, 2020
#12	-3.50% Sep 14, 2023 - Sep 28, 2023	-2.36% Sep 19, 2025 - Oct 23, 2025
#13	-3.50% Jul 14, 2026 - Jul 16, 2026	-2.27% Jul 27, 2020 - Aug 14, 2020
#14	-3.30% Apr 26, 2018 - May 2, 2018	-2.25% Jan 3, 2020 - Feb 6, 2020
#15	-3.13% Jan 17, 2013 - Jan 24, 2013	-2.20% Dec 18, 2019 - Jan 3, 2020

Correlation

Correlation between PBF and CMSD is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (2013 - 2026)

PBF vs CMSD dividend yield comparison.

Year	PBF	CMSD
2026	0.90%	3.29%
2025	4.06%	6.34%
2024	3.86%	6.35%
2023	1.93%	5.88%
2022	0.49%	6.54%
2021	0.00%	5.49%
2020	4.23%	3.96%
2019	3.83%	4.20%
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%