SM vs CMSA

Comparison between SM Energy Company (SM, Company) and CMS Energy Corporation (CMSA, Company).

SM is from the Energy sector, while CMSA is from the Utilities sector.

5-Year PerformanceSM has outperformed CMSA, delivering a return of +7.4% compared to +0.7%

SM vs CMSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SM(COMPANY)	CMSA(COMPANY)
Market Cap	$6.51B	$6.50B
Max Drawdown	98.88%	33.16%
Sharpe Ratio	0.21	0.46
5Y Beta	1.11	0.18
Industry	Oil & Gas E&p	Multiline Utilities
P/E Ratio	42.71	5.80
Forward P/E	3.97	N/A
PEG Ratio	N/A	0.93
Dividend Yield	2.92%	6.42%
5Y Dividends CAGR	120.39%	4.55%
5Y EPS CAGR	N/A	3.94%
Debt to Equity	0.00%	199.20%
Free Cash Flow Yield	33.33%	-57.13%

Market Cap

Winner

$6.51B

CMSA

$6.50B

Max Drawdown

98.88%

Winner

CMSA

33.16%

Sharpe Ratio

0.21

Winner

CMSA

0.46

5Y Beta

1.11

Winner

CMSA

0.18

Industry

Oil & Gas E&p

CMSA

Multiline Utilities

P/E Ratio

42.71

Winner

CMSA

5.80

Forward P/E

3.97

CMSA

N/A

PEG Ratio

N/A

CMSA

0.93

Dividend Yield

2.92%

Winner

CMSA

6.42%

5Y Dividends CAGR

Winner

120.39%

CMSA

4.55%

5Y EPS CAGR

N/A

CMSA

3.94%

Debt to Equity

Winner

0.00%

CMSA

199.20%

Free Cash Flow Yield

Winner

33.33%

CMSA

-57.13%

SM vs CMSA - Historical Returns

Returns include dividend reinvestment.

Period	SM	CMSA
1 month	-17.62%	-2.52%
3 months	+0.20%	-1.45%
6 months	+48.87%	-1.52%
1 year	+2.84%	+7.11%
5 years(CAGR)	+7.39%	+0.68%
10 years(CAGR)	+0.50%	+3.53%
Max(CAGR)	+6.40%	+3.53%

-17.62%

Winner

CMSA

-2.52%

Winner

+0.20%

CMSA

-1.45%

Winner

+48.87%

CMSA

-1.52%

+2.84%

Winner

CMSA

+7.11%

5Y(CAGR)

Winner

+7.39%

CMSA

+0.68%

10Y(CAGR)

+0.50%

Winner

CMSA

+3.53%

Max(CAGR)

Winner

+6.40%

CMSA

+3.53%

SM vs CMSA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SM	CMSA
2026	+44.04%	-1.88%
2025	-51.47%	+2.51%
2024	+1.24%	-3.65%
2023	+23.24%	+19.05%
2022	+10.45%	-12.22%
2021	+363.97%	-1.02%
2020	-44.67%	+13.20%
2019	-26.03%	+15.23%
2018	-33.18%	-2.55%
2017	-35.30%	N/A
2016	+73.27%	N/A
2015	-48.64%	N/A
2014	-53.20%	N/A
2013	+52.35%	N/A
2012	-31.45%	N/A
2011	+21.34%	N/A
2010	+63.50%	N/A
2009	+56.80%	N/A
2008	-48.20%	N/A
2007	+10.56%	N/A
2006	-4.22%	N/A
2005	+82.35%	N/A
2004	+44.17%	N/A
2003	+11.53%	N/A
2002	+16.86%	N/A
2001	-30.19%	N/A
2000	+185.26%	N/A
1999	-0.33%	N/A

SM vs CMSA Drawdown Comparison

The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

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

The current SM drawdown is -66.29%. The current CMSA drawdown is -9.83%.

Rank	SM	CMSA
#1	-98.85% Nov 26, 2013 - Apr 1, 2020	-32.25% Feb 4, 2020 - Jul 24, 2020
#2	-82.05% Jun 30, 2008 - Feb 15, 2011	-17.09% Jun 22, 2021 - Dec 20, 2023
#3	-57.19% Jan 16, 2001 - Apr 12, 2004	-15.78% Sep 23, 2024 - Sep 29, 2025
#4	-51.83% Oct 27, 2011 - Oct 18, 2013	-10.40% Sep 30, 2025 - Mar 31, 2026
#5	-31.07% Aug 3, 2011 - Oct 26, 2011	-8.34% Dec 30, 2020 - Jun 22, 2021
#6	-30.27% Jul 7, 2000 - Sep 6, 2000	-8.01% Aug 30, 2018 - Jan 11, 2019
#7	-29.50% Apr 21, 2006 - May 2, 2008	-6.92% Mar 21, 2024 - Aug 16, 2024
#8	-24.07% Nov 9, 1999 - Feb 1, 2000	-4.02% Nov 14, 2019 - Jan 9, 2020
#9	-22.46% Oct 13, 2000 - Nov 21, 2000	-3.90% Mar 16, 2018 - Aug 22, 2018
#10	-21.62% Dec 28, 2000 - Jan 16, 2001	-3.39% Jan 31, 2019 - Mar 27, 2019
#11	-19.66% Apr 5, 2011 - Jul 15, 2011	-3.35% Apr 30, 2019 - Jun 10, 2019
#12	-18.80% Mar 4, 2005 - Jun 1, 2005	-3.32% Sep 3, 2019 - Sep 27, 2019
#13	-18.52% Jan 30, 2006 - Apr 18, 2006	-3.14% Jul 29, 2020 - Oct 27, 2020
#14	-16.88% Oct 3, 2005 - Dec 5, 2005	-2.81% Feb 1, 2024 - Feb 23, 2024
#15	-16.26% Mar 10, 2000 - Apr 4, 2000	-2.34% Jul 31, 2019 - Aug 20, 2019

Correlation

Correlation between SM and CMSA is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (1999 - 2026)

SM vs CMSA dividend yield comparison.

Year	SM	CMSA
2026	1.62%	3.33%
2025	5.35%	6.41%
2024	1.91%	6.30%
2023	1.55%	5.74%
2022	0.46%	6.46%
2021	0.07%	5.32%
2020	0.33%	4.94%
2019	0.89%	5.37%
2018	0.65%	2.97%
2017	0.45%	0.00%
2016	0.29%	0.00%
2015	0.51%	0.00%
2014	0.26%	0.00%
2013	0.12%	0.00%
2012	0.19%	0.00%
2011	0.14%	0.00%
2010	0.17%	0.00%
2009	0.29%	0.00%
2008	0.49%	0.00%
2007	0.26%	0.00%
2006	0.27%	0.00%
2005	0.27%	0.00%
2004	0.24%	0.00%
2003	0.35%	0.00%
2002	0.40%	0.00%
2001	0.47%	0.00%
2000	0.32%	0.00%
1999	0.20%	0.00%