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PHM vs CMS

Comparison between PulteGroup Inc (PHM, Company) and CMS Energy Corporation (CMS, Company).

PHM is from the Consumer Cyclical sector, while CMS is from the Utilities sector.

5-Year PerformancePHM has outperformed CMS, delivering a return of +14.9% compared to +5.7%

PHM vs CMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PHM
$23B
CMS
$23B
Max Drawdown
PHM
92.61%
Winner
CMS
90.62%
Sharpe Ratio
Winner
PHM
0.52
CMS
-0.07
5Y Beta
PHM
0.77
Winner
CMS
0.05
Industry
PHM
Residential Construction
CMS
Utilities - Regulated Electric
P/E Ratio
Winner
PHM
11.52
CMS
20.42
Forward P/E
Winner
PHM
11.83
CMS
19.38
PEG Ratio
Winner
PHM
1.08
CMS
3.27
Dividend Yield
PHM
0.82%
Winner
CMS
2.99%
5Y Dividends CAGR
Winner
PHM
17.81%
CMS
5.80%
5Y EPS CAGR
Winner
PHM
23.57%
CMS
3.94%
Debt to Equity
Winner
PHM
0.00%
CMS
199.20%
Free Cash Flow Yield
Winner
PHM
7.71%
CMS
-16.23%
P/S Ratio
Winner
PHM
1.32
CMS
2.59
P/B Ratio
Winner
PHM
1.77
CMS
2.50

PHM vs CMS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PHM
-2.40%
CMS
-7.87%
3M
PHM
-11.01%
Winner
CMS
+0.47%
6M
PHM
-1.43%
Winner
CMS
-0.09%
1Y
Winner
PHM
+14.65%
CMS
+3.04%
5Y(CAGR)
Winner
PHM
+14.85%
CMS
+5.74%
10Y(CAGR)
Winner
PHM
+21.92%
CMS
+8.95%
Max(CAGR)
Winner
PHM
+13.44%
CMS
+5.75%

PHM vs CMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPHMCMS
2026-1.07%+3.90%
2025+9.82%+8.32%
2024+7.98%+16.31%
2023+125.46%-5.83%
2022-17.68%+1.41%
2021+36.94%+12.27%
2020+13.00%+1.51%
2019+49.88%+33.60%
2018-21.05%+9.03%
2017+81.73%+17.27%
2016+9.17%+20.42%
2015-14.74%+6.14%
2014+8.11%+36.99%
2013+10.47%+11.95%
2012+178.53%+16.44%
2011-18.89%+22.83%
2010-26.56%+22.64%
2009-10.47%+56.01%
2008+6.27%-39.46%
2007-67.13%+4.61%
2006-19.29%+14.78%
2005+24.89%+39.65%
2004+40.78%+21.65%
2003+84.87%-12.26%
2002+8.56%-58.14%
2001+11.32%-16.42%
2000+101.03%+14.51%
1999+9.65%-16.13%

PHM vs CMS Drawdown Comparison

The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.

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

The current PHM drawdown is -20.17%. The current CMS drawdown is -9.16%.

RankPHMCMS
#1-92.39%
Jul 28, 2005 - Jan 21, 2020
-88.62%
Nov 1, 1999 - Jan 4, 2013
#2-62.09%
Feb 11, 2020 - Aug 21, 2020
-29.55%
Feb 18, 2020 - Mar 3, 2022
#3-45.40%
Apr 27, 2001 - Feb 26, 2002
-27.56%
Apr 6, 2022 - Aug 26, 2024
#4-40.98%
May 10, 2021 - Apr 18, 2023
-17.37%
Nov 14, 2017 - Aug 15, 2018
#5-38.01%
Oct 18, 2024 - Apr 8, 2025
-16.46%
Jan 29, 2015 - Jan 27, 2016
#6-37.85%
Jun 24, 2002 - May 7, 2003
-13.21%
Jul 6, 2016 - Mar 22, 2017
#7-31.65%
Nov 16, 1999 - May 16, 2000
-12.58%
Apr 30, 2013 - Mar 17, 2014
#8-25.43%
Sep 21, 2004 - Dec 15, 2004
-9.78%
Dec 13, 2018 - Feb 21, 2019
#9-25.27%
Dec 5, 2000 - Apr 24, 2001
-9.18%
Oct 23, 2024 - Feb 21, 2025
#10-20.93%
Mar 5, 2004 - Aug 16, 2004
-9.16%
Apr 9, 2026 - May 8, 2026
#11-19.11%
Oct 9, 2000 - Nov 3, 2000
-8.70%
Jun 30, 2014 - Oct 14, 2014
#12-18.85%
Aug 8, 2023 - Nov 14, 2023
-8.51%
Apr 3, 2025 - Oct 15, 2025
#13-18.38%
Jun 16, 2003 - Oct 2, 2003
-8.31%
Nov 28, 2025 - Feb 13, 2026
#14-17.87%
Oct 12, 2020 - Feb 10, 2021
-7.85%
Sep 26, 2019 - Jan 15, 2020
#15-15.44%
Mar 4, 2002 - May 1, 2002
-7.80%
Apr 1, 2016 - Jun 3, 2016

Correlation

Correlation between PHM and CMS is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

PHM vs CMS dividend yield comparison.

YearPHMCMS
20260.22%0.78%
20250.78%3.10%
20240.75%3.09%
20230.66%3.36%
20221.34%3.62%
20211.00%2.67%
20201.16%2.67%
20191.16%2.43%
20181.46%2.88%
20171.08%2.81%
20161.96%2.98%
20151.85%3.22%
20141.07%3.11%
20130.74%3.81%
20120.00%3.94%
20110.00%3.80%
20100.00%3.55%
20090.00%3.19%
20081.46%3.56%
20071.52%1.15%
20060.48%0.00%
20050.33%0.00%
20040.31%0.00%
20030.18%0.00%
20020.33%11.55%
20010.36%6.08%
20000.38%4.61%
19990.18%1.17%

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