CMSA vs. CL
CMSA (CMS Energy Corporation) and CL (Colgate-Palmolive Company) are both stocks. Over the past 5 years, CMSA returned 0.21%/yr vs 4.47%/yr for CL. At a 0.12 correlation, their price movements are largely independent.
Performance
CMSA vs. CL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CMSA achieves a -1.83% return, which is significantly lower than CL's 13.60% return.
CMSA
- 1D
- -1.04%
- 1M
- -1.94%
- YTD
- -1.83%
- 6M
- -1.60%
- 1Y
- 5.58%
- 3Y*
- 2.19%
- 5Y*
- 0.21%
- 10Y*
- —
CL
- 1D
- -0.91%
- 1M
- -2.14%
- YTD
- 13.60%
- 6M
- 13.57%
- 1Y
- 3.57%
- 3Y*
- 7.27%
- 5Y*
- 4.47%
- 10Y*
- 4.75%
CMSA vs. CL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CMSA CMS Energy Corporation | -1.83% | 4.82% | -3.74% | 19.69% | -12.73% | -2.19% | 14.62% | 16.70% | -2.07% |
CL Colgate-Palmolive Company | 13.60% | -10.98% | 16.57% | 3.78% | -5.44% | 2.08% | 27.17% | 18.60% | -14.86% |
Correlation
The correlation between CMSA and CL is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2018 | 0.12 |
Fundamentals
CMSA:
$4.92
CL:
$2.58
CMSA:
4.25
CL:
34.38
CMSA:
0.53
CL:
3.45
CMSA:
$8.82B
CL:
$20.80B
CMSA:
$4.16B
CL:
$12.49B
CMSA:
$3.09B
CL:
$3.92B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CMSA vs. CL — Risk / Return Rank
CMSA
CL
CMSA vs. CL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CMS Energy Corporation (CMSA) and Colgate-Palmolive Company (CL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CMSA | CL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.04 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.52 | 0.19 | +0.33 |
| Martin ratioReturn relative to average drawdown | 0.89 | 0.31 | +0.57 |
Loading charts...
Drawdowns
CMSA vs. CL - Drawdown Comparison
The maximum CMSA drawdown since its inception was -32.26%, smaller than the maximum CL drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for CMSA and CL.
Loading charts...
Drawdown Indicators
| CMSA | CL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.26% | -58.91% | +26.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.80% | -18.64% | +7.84% |
Max Drawdown (3Y)Largest decline over 3 years | -15.75% | -29.05% | +13.30% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -29.05% | +12.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.05% | — |
Current DrawdownCurrent decline from peak | -10.80% | -15.05% | +4.25% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -11.24% | +6.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 11.37% | -5.07% |
Volatility
CMSA vs. CL - Volatility Comparison
The current volatility for CMS Energy Corporation (CMSA) is 2.35%, while Colgate-Palmolive Company (CL) has a volatility of 8.18%. This indicates that CMSA experiences smaller price fluctuations and is considered to be less risky than CL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CMSA | CL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 8.18% | -5.83% |
Volatility (6M)Calculated over the trailing 6-month period | 5.25% | 17.25% | -12.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.41% | 21.63% | -13.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.45% | 18.81% | -7.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 19.77% | -3.27% |
Dividends
CMSA vs. CL - Dividend Comparison
CMSA's dividend yield for the trailing twelve months is around 6.73%, more than CL's 2.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CL Colgate-Palmolive Company | 2.36% | 2.61% | 2.18% | 2.40% | 2.36% | 2.10% | 2.05% | 2.48% | 2.79% | 2.11% | 2.37% | 2.25% |
CMSA CMS Energy Corporation | 6.73% | 6.41% | 6.30% | 5.74% | 6.46% | 5.32% | 4.94% | 5.37% | 2.97% | 0.00% | 0.00% | 0.00% |
Financials
CMSA vs. CL - Financials Comparison
This section allows you to compare key financial metrics between CMS Energy Corporation and Colgate-Palmolive Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CMSA vs. CL - Profitability Comparison
CMSA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CMS Energy Corporation reported a gross profit of 0.00 and revenue of 2.73B. Therefore, the gross margin over that period was 0.0%.
CL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a gross profit of 3.23B and revenue of 5.32B. Therefore, the gross margin over that period was 60.6%.
CMSA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CMS Energy Corporation reported an operating income of 490.00M and revenue of 2.73B, resulting in an operating margin of 18.0%.
CL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported an operating income of 1.16B and revenue of 5.32B, resulting in an operating margin of 21.7%.
CMSA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CMS Energy Corporation reported a net income of 340.00M and revenue of 2.73B, resulting in a net margin of 12.5%.
CL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a net income of 646.00M and revenue of 5.32B, resulting in a net margin of 12.1%.
Frequently Asked Questions
CMSA and CL have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CL has higher volatility (8.18%) compared to CMSA (2.35%). In terms of maximum drawdown, CMSA dropped -32.26% vs CL's -58.91%.
CMSA currently has the higher Sharpe Ratio (0.67 vs 0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CMSA and CL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer