CMSA vs. KR
CMSA (CMS Energy Corporation) and KR (The Kroger Co.) are both stocks. Over the past 5 years, CMSA returned 0.21%/yr vs 9.62%/yr for KR. At a 0.03 correlation, their price movements are largely independent.
Performance
CMSA vs. KR - Performance Comparison
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Returns By Period
In the year-to-date period, CMSA achieves a -1.83% return, which is significantly higher than KR's -9.84% return.
CMSA
- 1D
- -1.04%
- 1M
- -1.94%
- YTD
- -1.83%
- 6M
- -1.60%
- 1Y
- 5.58%
- 3Y*
- 2.19%
- 5Y*
- 0.21%
- 10Y*
- —
KR
- 1D
- -1.50%
- 1M
- -17.09%
- YTD
- -9.84%
- 6M
- -9.56%
- 1Y
- -20.91%
- 3Y*
- 8.89%
- 5Y*
- 9.62%
- 10Y*
- 6.90%
CMSA vs. KR - 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% |
KR The Kroger Co. | -9.84% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 15.84% |
Correlation
The correlation between CMSA and KR is -0.09, 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 | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2018 | 0.03 |
The correlation between CMSA and KR shifts across timeframes, from -0.09 (1 year) to 0.03 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CMSA:
$4.92
KR:
$1.64
CMSA:
4.25
KR:
33.97
CMSA:
0.53
KR:
0.24
CMSA:
$8.82B
KR:
$148.65B
CMSA:
$4.16B
KR:
$34.46B
CMSA:
$3.09B
KR:
$5.60B
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Return for Risk
CMSA vs. KR — Risk / Return Rank
CMSA
KR
CMSA vs. KR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CMS Energy Corporation (CMSA) and The Kroger Co. (KR). 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 | KR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.44 | ||
| Sortino ratioReturn per unit of downside risk | +1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.89 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.52 | -0.81 | +1.33 |
| Martin ratioReturn relative to average drawdown | 0.89 | -1.99 | +2.88 |
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Drawdowns
CMSA vs. KR - Drawdown Comparison
The maximum CMSA drawdown since its inception was -32.26%, smaller than the maximum KR drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for CMSA and KR.
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Drawdown Indicators
| CMSA | KR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.26% | -66.81% | +34.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.80% | -25.85% | +15.05% |
Max Drawdown (3Y)Largest decline over 3 years | -15.75% | -25.85% | +10.10% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -31.07% | +14.43% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.25% | — |
Current DrawdownCurrent decline from peak | -10.80% | -25.85% | +15.05% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -22.44% | +17.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 10.52% | -4.22% |
Volatility
CMSA vs. KR - Volatility Comparison
The current volatility for CMS Energy Corporation (CMSA) is 2.35%, while The Kroger Co. (KR) has a volatility of 11.24%. This indicates that CMSA experiences smaller price fluctuations and is considered to be less risky than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMSA | KR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 11.24% | -8.89% |
Volatility (6M)Calculated over the trailing 6-month period | 5.25% | 21.95% | -16.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.41% | 27.36% | -18.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.45% | 27.10% | -15.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 29.10% | -12.60% |
Dividends
CMSA vs. KR - Dividend Comparison
CMSA's dividend yield for the trailing twelve months is around 6.73%, more than KR's 2.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KR The Kroger Co. | 2.51% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
Financials
CMSA vs. KR - Financials Comparison
This section allows you to compare key financial metrics between CMS Energy Corporation and The Kroger Co.. 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. KR - 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%.
KR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a gross profit of 10.63B and revenue of 46.12B. Therefore, the gross margin over that period was 23.0%.
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%.
KR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported an operating income of 1.41B and revenue of 46.12B, resulting in an operating margin of 3.1%.
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%.
KR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a net income of 903.00M and revenue of 46.12B, resulting in a net margin of 2.0%.
Frequently Asked Questions
CMSA and KR have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (11.24%) compared to CMSA (2.35%). In terms of maximum drawdown, CMSA dropped -32.26% vs KR's -66.81%.
CMSA currently has the higher Sharpe Ratio (0.67 vs -0.77), 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.
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