SFB vs CMSA

Comparison between Stifel Financial Corp (SFB, Company) and CMS Energy Corporation (CMSA, Company).

5-Year PerformanceCMSA has outperformed SFB, delivering a return of +1.2% compared to -1.4%

SFB vs CMSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SFB(COMPANY)	CMSA(COMPANY)
Market Cap	$6.77B	$6.76B
Max Drawdown	39.52%	33.16%
Sharpe Ratio	0.21	0.66
5Y Beta	0.20	0.19
Industry	Other	Multiline Utilities
P/E Ratio	N/A	6.03
PEG Ratio	N/A	0.97
Dividend Yield	6.37%	6.19%
5Y Dividends CAGR	4.56%	-0.01%
5Y EPS CAGR	N/A	3.94%
Debt to Equity	N/A	199.20%
Free Cash Flow Yield	N/A	-54.91%

Market Cap

Winner

SFB

$6.77B

CMSA

$6.76B

Max Drawdown

SFB

39.52%

Winner

CMSA

33.16%

Sharpe Ratio

SFB

0.21

Winner

CMSA

0.66

5Y Beta

SFB

0.20

Winner

CMSA

0.19

Industry

SFB

Other

CMSA

Multiline Utilities

P/E Ratio

SFB

N/A

CMSA

6.03

PEG Ratio

SFB

N/A

CMSA

0.97

Dividend Yield

Winner

SFB

6.37%

CMSA

6.19%

5Y Dividends CAGR

Winner

SFB

4.56%

CMSA

-0.01%

5Y EPS CAGR

SFB

N/A

CMSA

3.94%

Debt to Equity

SFB

N/A

CMSA

199.20%

Free Cash Flow Yield

SFB

N/A

CMSA

-54.91%

SFB vs CMSA - Historical Returns

Returns include dividend reinvestment.

Period	SFB	CMSA
1 month	-0.85%	-1.59%
3 months	-2.12%	-4.72%
6 months	-3.56%	-1.68%
1 year	+5.62%	+9.24%
5 years(CAGR)	-1.43%	+1.16%
10 years(CAGR)	+1.15%	+3.67%
Max(CAGR)	+1.15%	+3.67%

Winner

SFB

-0.85%

CMSA

-1.59%

Winner

SFB

-2.12%

CMSA

-4.72%

SFB

-3.56%

Winner

CMSA

-1.68%

SFB

+5.62%

Winner

CMSA

+9.24%

5Y(CAGR)

SFB

-1.43%

Winner

CMSA

+1.16%

10Y(CAGR)

SFB

+1.15%

Winner

CMSA

+3.67%

Max(CAGR)

SFB

+1.15%

Winner

CMSA

+3.67%

SFB vs CMSA - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SFB	CMSA
2026	-2.31%	-0.99%
2025	+4.36%	+2.51%
2024	+5.81%	-3.65%
2023	+1.59%	+19.05%
2022	-17.44%	-12.22%
2021	+2.92%	-1.02%
2020	+6.35%	+13.20%
2019	+24.31%	+15.23%
2018	-16.37%	-2.55%
2017	+0.38%	N/A

SFB vs CMSA Drawdown Comparison

The maximum drawdown for SFB was -39.13%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

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

The current SFB drawdown is -9.86%. The current CMSA drawdown is -9.01%.

Rank	SFB	CMSA
#1	-39.13% Feb 11, 2020 - Jul 13, 2020	-32.25% Feb 4, 2020 - Jul 24, 2020
#2	-28.05% Sep 16, 2021 - Oct 20, 2023	-17.09% Jun 22, 2021 - Dec 20, 2023
#3	-19.72% Nov 27, 2017 - Jun 18, 2019	-15.78% Sep 23, 2024 - Sep 29, 2025
#4	-9.22% Oct 7, 2020 - Sep 13, 2021	-10.40% Sep 30, 2025 - Mar 31, 2026
#5	-5.57% Sep 27, 2019 - Jan 27, 2020	-8.34% Dec 30, 2020 - Jun 22, 2021
#6	-3.59% Aug 12, 2020 - Sep 28, 2020	-8.01% Aug 30, 2018 - Jan 11, 2019
#7	-2.77% Jun 26, 2019 - Jul 19, 2019	-6.92% Mar 21, 2024 - Aug 16, 2024
#8	-2.50% Sep 6, 2019 - Sep 23, 2019	-4.02% Nov 14, 2019 - Jan 9, 2020
#9	-1.14% Jul 27, 2020 - Aug 12, 2020	-3.90% Mar 16, 2018 - Aug 22, 2018
#10	-1.07% Oct 19, 2017 - Nov 24, 2017	-3.39% Jan 31, 2019 - Mar 27, 2019
#11	-0.92% Jul 13, 2020 - Jul 15, 2020	-3.35% Apr 30, 2019 - Jun 10, 2019
#12	-0.91% Jul 19, 2019 - Jul 29, 2019	-3.32% Sep 3, 2019 - Sep 27, 2019
#13	-0.90% Jan 27, 2020 - Feb 7, 2020	-3.14% Jul 29, 2020 - Oct 27, 2020
#14	-0.85% Aug 6, 2019 - Aug 13, 2019	-2.81% Feb 1, 2024 - Feb 23, 2024
#15	-0.58% Oct 1, 2020 - Oct 6, 2020	-2.34% Jul 31, 2019 - Aug 20, 2019