VAL vs CMSA

Comparison between Valaris Ltd (VAL, Company) and CMS Energy Corporation (CMSA, Company).

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

5-Year PerformanceVAL has outperformed CMSA, delivering a return of +37.4% compared to +1.9%

VAL vs CMSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VAL(COMPANY)	CMSA(COMPANY)
Market Cap	$6.86B	$6.83B
Max Drawdown	81.72%	33.16%
Sharpe Ratio	1.88	0.86
5Y Beta	1.29	0.19
Industry	Oil & Gas Drilling	Multiline Utilities
P/E Ratio	6.85	6.10
Forward P/E	31.06	N/A
PEG Ratio	0.03	0.98
Dividend Yield	N/A	6.11%
5Y Dividends CAGR	13.63%	-0.01%
5Y EPS CAGR	10.57%	3.94%
Debt to Equity	34.38%	199.20%
Free Cash Flow Yield	1.77%	-54.31%
P/S Ratio	3.16	N/A
P/B Ratio	2.08	N/A

Market Cap

Winner

VAL

$6.86B

CMSA

$6.83B

Max Drawdown

VAL

81.72%

Winner

CMSA

33.16%

Sharpe Ratio

Winner

VAL

1.88

CMSA

0.86

5Y Beta

VAL

1.29

Winner

CMSA

0.19

Industry

VAL

Oil & Gas Drilling

CMSA

Multiline Utilities

P/E Ratio

VAL

6.85

Winner

CMSA

6.10

Forward P/E

VAL

31.06

CMSA

N/A

PEG Ratio

Winner

VAL

0.03

CMSA

0.98

Dividend Yield

VAL

N/A

CMSA

6.11%

5Y Dividends CAGR

Winner

VAL

13.63%

CMSA

-0.01%

5Y EPS CAGR

Winner

VAL

10.57%

CMSA

3.94%

Debt to Equity

Winner

VAL

34.38%

CMSA

199.20%

Free Cash Flow Yield

Winner

VAL

1.77%

CMSA

-54.31%

P/S Ratio

VAL

3.16

CMSA

N/A

P/B Ratio

VAL

2.08

CMSA

N/A

VAL vs CMSA - Historical Returns

Returns include dividend reinvestment.

Period	VAL	CMSA
1 month	+15.01%	+0.64%
3 months	+9.87%	-2.11%
6 months	+84.87%	-1.08%
1 year	+169.64%	+10.37%
5 years(CAGR)	+37.43%	+1.90%
10 years(CAGR)	+0.02%	+3.92%
Max(CAGR)	+8.88%	+3.92%

Winner

VAL

+15.01%

CMSA

+0.64%

Winner

VAL

+9.87%

CMSA

-2.11%

Winner

VAL

+84.87%

CMSA

-1.08%

Winner

VAL

+169.64%

CMSA

+10.37%

5Y(CAGR)

Winner

VAL

+37.43%

CMSA

+1.90%

10Y(CAGR)

VAL

+0.02%

Winner

CMSA

+3.92%

Max(CAGR)

Winner

VAL

+8.88%

CMSA

+3.92%

VAL vs CMSA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VAL	CMSA
2026	+102.17%	+0.84%
2025	+12.05%	+2.51%
2024	-35.03%	-3.65%
2023	+7.22%	+19.05%
2022	+77.71%	-12.22%
2021	+51.90%	-1.02%
2020	N/A	+13.20%
2019	N/A	+15.23%
2018	N/A	-2.55%
2017	+9.62%	N/A
2016	+26.93%	N/A
2015	-2.25%	N/A
2014	+24.43%	N/A
2013	+11.31%	N/A
2012	+61.53%	N/A
2011	+13.92%	N/A
2010	+24.33%	N/A
2009	+50.28%	N/A
2008	-17.17%	N/A
2007	-19.36%	N/A
2006	+11.90%	N/A
2005	+1.79%	N/A
2004	+2.70%	N/A
2003	+11.75%	N/A
2002	+15.12%	N/A
2001	+33.18%	N/A
2000	-19.02%	N/A
1999	+40.31%	N/A

VAL vs CMSA Drawdown Comparison

The maximum drawdown for VAL was -81.72%, occurring on May 25, 2021. 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 VAL drawdown is -6.69%. The current CMSA drawdown is -7.33%.

Rank	VAL	CMSA
#1	-81.72% May 30, 2017 - May 25, 2021	-32.25% Feb 4, 2020 - Jul 24, 2020
#2	-51.99% Jan 12, 2000 - Dec 6, 2001	-17.09% Jun 22, 2021 - Dec 20, 2023
#3	-48.28% Jun 1, 2007 - Sep 16, 2009	-15.78% Sep 23, 2024 - Sep 29, 2025
#4	-30.99% Apr 7, 2011 - Jan 4, 2012	-10.40% Sep 30, 2025 - Mar 31, 2026
#5	-28.55% May 17, 2002 - Nov 12, 2003	-8.34% Dec 30, 2020 - Jun 22, 2021
#6	-19.00% Mar 2, 2015 - Mar 21, 2016	-8.01% Aug 30, 2018 - Jan 11, 2019
#7	-18.59% Apr 27, 2004 - Nov 29, 2005	-6.92% Mar 21, 2024 - Aug 16, 2024
#8	-18.09% May 10, 2006 - Mar 22, 2007	-4.02% Nov 14, 2019 - Jan 9, 2020
#9	-15.65% May 20, 2013 - Jan 14, 2014	-3.90% Mar 16, 2018 - Aug 22, 2018
#10	-12.98% Jan 25, 2013 - May 14, 2013	-3.39% Jan 31, 2019 - Mar 27, 2019
#11	-12.76% May 10, 2012 - Jun 29, 2012	-3.35% Apr 30, 2019 - Jun 10, 2019
#12	-11.59% Jan 5, 2010 - Mar 4, 2010	-3.32% Sep 3, 2019 - Sep 27, 2019
#13	-10.03% Sep 18, 2009 - Nov 17, 2009	-3.14% Jul 29, 2020 - Oct 27, 2020
#14	-9.89% Jun 15, 2010 - Nov 22, 2010	-2.81% Feb 1, 2024 - Feb 23, 2024
#15	-9.72% Jul 11, 2016 - Jan 24, 2017	-2.34% Jul 31, 2019 - Aug 20, 2019

Correlation

Correlation between VAL and CMSA is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (1999 - 2026)

VAL vs CMSA dividend yield comparison.

Year	VAL	CMSA
2026	0.00%	1.59%
2025	0.00%	6.41%
2024	0.00%	6.30%
2023	0.00%	5.74%
2022	0.00%	6.46%
2021	0.00%	5.32%
2020	0.00%	4.94%
2019	0.00%	5.37%
2018	0.00%	2.97%
2017	0.65%	0.00%
2016	1.31%	0.00%
2015	1.48%	0.00%
2014	1.25%	0.00%
2013	1.33%	0.00%
2012	1.33%	0.00%
2011	1.90%	0.00%
2010	1.91%	0.00%
2009	2.25%	0.00%
2008	3.15%	0.00%
2007	2.35%	0.00%
2006	1.27%	0.00%
2005	1.66%	0.00%
2004	1.48%	0.00%
2003	1.27%	0.00%
2002	1.29%	0.00%
2001	1.73%	0.00%
2000	1.24%	0.00%
1999	0.31%	0.00%