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TROW vs CMS

Comparison between T. Rowe Price Group Inc (TROW, Company) and CMS Energy Corporation (CMS, Company).

TROW is from the Financial Services sector, while CMS is from the Utilities sector.

5-Year PerformanceCMS has outperformed TROW, delivering a return of +5.7% compared to -6.9%

TROW vs CMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
TROW
$23B
CMS
$23B
Max Drawdown
Winner
TROW
67.68%
CMS
90.62%
Sharpe Ratio
Winner
TROW
0.77
CMS
-0.07
5Y Beta
TROW
1.15
Winner
CMS
0.05
Industry
TROW
Asset Management
CMS
Utilities - Regulated Electric
P/E Ratio
Winner
TROW
10.90
CMS
20.42
Forward P/E
Winner
TROW
10.79
CMS
19.38
PEG Ratio
TROW
3.86
Winner
CMS
3.27
Dividend Yield
Winner
TROW
4.93%
CMS
2.99%
5Y Dividends CAGR
Winner
TROW
6.21%
CMS
5.80%
5Y EPS CAGR
TROW
3.28%
Winner
CMS
3.94%
Debt to Equity
Winner
TROW
0.00%
CMS
199.20%
Free Cash Flow Yield
Winner
TROW
7.32%
CMS
-16.23%
P/S Ratio
TROW
3.07
Winner
CMS
2.59
P/B Ratio
Winner
TROW
2.05
CMS
2.50

TROW vs CMS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TROW
+14.73%
CMS
-7.87%
3M
Winner
TROW
+11.57%
CMS
+0.47%
6M
Winner
TROW
+5.40%
CMS
-0.09%
1Y
Winner
TROW
+19.84%
CMS
+3.04%
5Y(CAGR)
TROW
-6.92%
Winner
CMS
+5.74%
10Y(CAGR)
TROW
+7.30%
Winner
CMS
+8.95%
Max(CAGR)
Winner
TROW
+9.70%
CMS
+5.75%

TROW vs CMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTROWCMS
2026+2.17%+3.90%
2025-4.96%+8.32%
2024+9.47%+16.31%
2023+3.17%-5.83%
2022-41.61%+1.41%
2021+38.26%+12.27%
2020+24.50%+1.51%
2019+36.33%+33.60%
2018-8.12%+9.03%
2017+42.29%+17.27%
2016+10.49%+20.42%
2015-12.15%+6.14%
2014+6.26%+36.99%
2013+27.63%+11.95%
2012+17.36%+16.44%
2011-11.50%+22.83%
2010+21.08%+22.64%
2009+50.10%+56.01%
2008-38.51%-39.46%
2007+34.89%+4.61%
2006+21.42%+14.78%
2005+18.60%+39.65%
2004+30.46%+21.65%
2003+68.53%-12.26%
2002-19.30%-58.14%
2001-12.10%-16.42%
2000+21.93%+14.51%
1999-0.47%-16.13%

TROW vs CMS Drawdown Comparison

The maximum drawdown for TROW was -67.45%, occurring on Mar 5, 2009. Recovery took 558 trading sessions.

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

The current TROW drawdown is -42.18%. The current CMS drawdown is -9.16%.

RankTROWCMS
#1-67.45%
Sep 19, 2008 - Dec 7, 2010
-88.62%
Nov 1, 1999 - Jan 4, 2013
#2-58.20%
Aug 31, 2021 - Apr 8, 2025
-29.55%
Feb 18, 2020 - Mar 3, 2022
#3-54.10%
Sep 14, 2000 - Dec 23, 2003
-27.56%
Apr 6, 2022 - Aug 26, 2024
#4-38.06%
Feb 19, 2020 - Jul 31, 2020
-17.37%
Nov 14, 2017 - Aug 15, 2018
#5-34.39%
Feb 18, 2011 - Jan 4, 2013
-16.46%
Jan 29, 2015 - Jan 27, 2016
#6-31.38%
Jun 12, 2018 - Nov 12, 2019
-13.21%
Jul 6, 2016 - Mar 22, 2017
#7-30.15%
Nov 16, 2007 - Sep 19, 2008
-12.58%
Apr 30, 2013 - Mar 17, 2014
#8-28.76%
Jan 25, 2000 - Jun 5, 2000
-9.78%
Dec 13, 2018 - Feb 21, 2019
#9-22.18%
Dec 23, 2014 - Jul 14, 2017
-9.18%
Oct 23, 2024 - Feb 21, 2025
#10-19.32%
Mar 5, 2004 - Oct 28, 2004
-9.16%
Apr 9, 2026 - May 8, 2026
#11-17.90%
Apr 26, 2006 - Aug 15, 2006
-8.70%
Jun 30, 2014 - Oct 14, 2014
#12-16.45%
Nov 22, 1999 - Jan 25, 2000
-8.51%
Apr 3, 2025 - Oct 15, 2025
#13-15.62%
Jun 19, 2000 - Sep 13, 2000
-8.31%
Nov 28, 2025 - Feb 13, 2026
#14-15.00%
Jan 26, 2018 - May 16, 2018
-7.85%
Sep 26, 2019 - Jan 15, 2020
#15-14.97%
Aug 8, 2007 - Oct 1, 2007
-7.80%
Apr 1, 2016 - Jun 3, 2016

Correlation

Correlation between TROW and CMS is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

TROW vs CMS dividend yield comparison.

YearTROWCMS
20261.23%0.78%
20254.96%3.10%
20244.39%3.09%
20234.53%3.36%
20224.40%3.62%
20213.72%2.67%
20202.38%2.67%
20192.50%2.43%
20183.03%2.88%
20172.17%2.81%
20162.87%2.98%
20155.71%3.22%
20142.05%3.11%
20131.81%3.81%
20123.62%3.94%
20112.18%3.80%
20101.67%3.55%
20091.88%3.19%
20082.71%3.56%
20071.23%1.15%
20061.19%0.00%
20051.35%0.00%
20041.29%0.00%
20031.48%0.00%
20022.38%11.55%
20011.76%6.08%
20001.28%4.61%
19990.35%1.17%

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