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SW vs CMS

Comparison between Smurfit WestRock plc (SW, Company) and CMS Energy Corporation (CMS, Company).

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

SW vs CMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SW
$23B
CMS
$23B
Max Drawdown
Winner
SW
42.11%
CMS
90.62%
Sharpe Ratio
SW
0.23
Winner
CMS
0.36
5Y Beta
SW
1.25
Winner
CMS
0.03
Industry
SW
Packaging & Containers
CMS
Utilities - Regulated Electric
P/E Ratio
SW
59.71
Winner
CMS
20.22
Forward P/E
Winner
SW
18.45
CMS
19.16
PEG Ratio
SW
N/A
CMS
3.24
Dividend Yield
Winner
SW
4.03%
CMS
2.98%
5Y Dividends CAGR
SW
N/A
CMS
5.75%
5Y EPS CAGR
SW
N/A
CMS
3.94%
Debt to Equity
Winner
SW
5.43%
CMS
199.20%
Free Cash Flow Yield
Winner
SW
14.76%
CMS
-16.39%

SW vs CMS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SW
+16.25%
CMS
+1.62%
3M
Winner
SW
+9.64%
CMS
-5.64%
6M
Winner
SW
+16.61%
CMS
+5.93%
1Y
SW
+5.97%
Winner
CMS
+9.28%
5Y(CAGR)
SW
N/A
CMS
+7.66%
10Y(CAGR)
SW
N/A
CMS
+8.51%
Max(CAGR)
SW
+0.57%
Winner
CMS
+5.79%

SW vs CMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSWCMS
2026+11.96%+5.69%
2025-24.93%+8.32%
2024+18.04%+16.31%
2023N/A-5.83%
2022N/A+1.41%
2021N/A+12.27%
2020N/A+1.51%
2019N/A+33.60%
2018N/A+9.03%
2017N/A+17.27%
2016N/A+20.42%
2015N/A+6.14%
2014N/A+36.99%
2013N/A+11.95%
2012N/A+16.44%
2011N/A+22.83%
2010N/A+22.64%
2009N/A+56.01%
2008N/A-39.46%
2007N/A+4.61%
2006N/A+14.78%
2005N/A+39.65%
2004N/A+21.65%
2003N/A-12.26%
2002N/A-58.14%
2001N/A-16.42%
2000N/A+14.51%
1999N/A-16.13%

SW vs CMS Drawdown Comparison

The maximum drawdown for SW was -39.76%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

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

The current SW drawdown is -18.55%. The current CMS drawdown is -7.59%.

RankSWCMS
#1-39.76%
Nov 22, 2024 - Nov 20, 2025
-88.62%
Nov 1, 1999 - Jan 4, 2013
#2-21.13%
Jul 16, 2024 - Sep 19, 2024
-29.55%
Feb 18, 2020 - Mar 3, 2022
#3-13.32%
Sep 27, 2024 - Oct 31, 2024
-27.56%
Apr 6, 2022 - Aug 26, 2024
#4-5.80%
Nov 7, 2024 - Nov 18, 2024
-17.37%
Nov 14, 2017 - Aug 15, 2018
#5-4.65%
Sep 19, 2024 - Sep 26, 2024
-16.46%
Jan 29, 2015 - Jan 27, 2016
#6-3.01%
Jul 8, 2024 - Jul 11, 2024
-13.21%
Jul 6, 2016 - Mar 22, 2017
#7-0.52%
Nov 18, 2024 - Nov 20, 2024
-12.58%
Apr 30, 2013 - Mar 17, 2014
#8-0.49%
Jul 12, 2024 - Jul 16, 2024
-11.47%
Apr 9, 2026 - Jun 3, 2026
#9-0.08%
Oct 31, 2024 - Nov 4, 2024
-9.78%
Dec 13, 2018 - Feb 21, 2019
#10N/A-9.18%
Oct 23, 2024 - Feb 21, 2025
#11N/A-8.70%
Jun 30, 2014 - Oct 14, 2014
#12N/A-8.51%
Apr 3, 2025 - Oct 15, 2025
#13N/A-8.31%
Nov 28, 2025 - Feb 13, 2026
#14N/A-7.85%
Sep 26, 2019 - Jan 15, 2020
#15N/A-7.80%
Apr 1, 2016 - Jun 3, 2016

Correlation

Correlation between SW and CMS is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48
-101

Dividend Comparison (1999 - 2026)

SW vs CMS dividend yield comparison.

YearSWCMS
20262.08%1.56%
20254.46%3.10%
20241.12%3.09%
20230.00%3.36%
20220.00%3.62%
20210.00%2.67%
20200.00%2.67%
20190.00%2.43%
20180.00%2.88%
20170.00%2.81%
20160.00%2.98%
20150.00%3.22%
20140.00%3.11%
20130.00%3.81%
20120.00%3.94%
20110.00%3.80%
20100.00%3.55%
20090.00%3.19%
20080.00%3.56%
20070.00%1.15%
20020.00%11.55%
20010.00%6.08%
20000.00%4.61%
19990.00%1.17%

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