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CMSC vs. CSCO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CMSC vs. CSCO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CMS Energy Corporation (CMSC) and Cisco Systems, Inc. (CSCO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CMSC achieves a 1.42% return, which is significantly lower than CSCO's 66.00% return.


CMSC

1D
-0.31%
1M
-1.18%
YTD
1.42%
6M
-0.41%
1Y
8.93%
3Y*
3.88%
5Y*
1.97%
10Y*

CSCO

1D
-1.17%
1M
36.56%
YTD
66.00%
6M
64.46%
1Y
101.07%
3Y*
40.06%
5Y*
21.97%
10Y*
19.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CMSC vs. CSCO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
CMSC
CMS Energy Corporation
1.42%5.30%-1.57%18.64%-11.81%-0.58%12.16%17.47%-3.45%
CSCO
Cisco Systems, Inc.
66.00%33.47%21.00%9.30%-22.46%45.76%-3.49%13.81%-10.74%

Correlation

The correlation between CMSC and CSCO is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Oct 2, 2018

0.20

The correlation between CMSC and CSCO shifts across timeframes, from 0.10 (1 year) to 0.22 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

CMSC:

$4.89

CSCO:

$3.00

PE Ratio

CMSC:

4.62

CSCO:

42.21

PS Ratio

CMSC:

0.58

CSCO:

8.31

Total Revenue (TTM)

CMSC:

$8.82B

CSCO:

$60.75B

Gross Profit (TTM)

CMSC:

$1.58B

CSCO:

$39.08B

EBITDA (TTM)

CMSC:

$2.92B

CSCO:

$13.98B

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Return for Risk

CMSC vs. CSCO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CMSC
CMSC Risk / Return Rank: 7070
Overall Rank
CMSC Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
CMSC Sortino Ratio Rank: 7171
Sortino Ratio Rank
CMSC Omega Ratio Rank: 7070
Omega Ratio Rank
CMSC Calmar Ratio Rank: 6565
Calmar Ratio Rank
CMSC Martin Ratio Rank: 6868
Martin Ratio Rank

CSCO
CSCO Risk / Return Rank: 9595
Overall Rank
CSCO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
CSCO Sortino Ratio Rank: 9494
Sortino Ratio Rank
CSCO Omega Ratio Rank: 9595
Omega Ratio Rank
CSCO Calmar Ratio Rank: 9595
Calmar Ratio Rank
CSCO Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CMSC vs. CSCO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CMS Energy Corporation (CMSC) and Cisco Systems, Inc. (CSCO). 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.


CMSCCSCODifference
Sharpe ratioReturn per unit of total volatility

-2.19

Sortino ratioReturn per unit of downside risk

-2.21

Omega ratioGain probability vs. loss probability

1.23

1.61

-0.38

Calmar ratioReturn relative to maximum drawdown

1.26

7.49

-6.22

Martin ratioReturn relative to average drawdown

3.38

21.00

-17.62

CMSC vs. CSCO - Sharpe Ratio Comparison

The current CMSC Sharpe Ratio is 1.21, which is lower than the CSCO Sharpe Ratio of 3.40. The chart below compares the historical Sharpe Ratios of CMSC and CSCO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CMSCCSCODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

3.40

-2.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.90

-0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.61

-0.32

Drawdowns

CMSC vs. CSCO - Drawdown Comparison

The maximum CMSC drawdown since its inception was -32.28%, smaller than the maximum CSCO drawdown of -89.26%. Use the drawdown chart below to compare losses from any high point for CMSC and CSCO.


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Drawdown Indicators


CMSCCSCODifference

Max Drawdown

Largest peak-to-trough decline

-32.28%

-89.26%

+56.98%

Max Drawdown (1Y)

Largest decline over 1 year

-7.09%

-13.57%

+6.48%

Max Drawdown (3Y)

Largest decline over 3 years

-10.26%

-20.16%

+9.90%

Max Drawdown (5Y)

Largest decline over 5 years

-17.16%

-36.68%

+19.52%

Max Drawdown (10Y)

Largest decline over 10 years

-41.95%

Current Drawdown

Current decline from peak

-4.12%

-1.17%

-2.95%

Average Drawdown

Average peak-to-trough decline

-3.46%

-40.14%

+36.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.65%

4.83%

-2.18%

Volatility

CMSC vs. CSCO - Volatility Comparison

The current volatility for CMS Energy Corporation (CMSC) is 1.80%, while Cisco Systems, Inc. (CSCO) has a volatility of 15.37%. This indicates that CMSC experiences smaller price fluctuations and is considered to be less risky than CSCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CMSCCSCODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.80%

15.37%

-13.57%

Volatility (6M)

Calculated over the trailing 6-month period

5.13%

25.85%

-20.72%

Volatility (1Y)

Calculated over the trailing 1-year period

7.41%

29.87%

-22.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.11%

24.62%

-14.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.33%

25.76%

-10.43%

Dividends

CMSC vs. CSCO - Dividend Comparison

CMSC's dividend yield for the trailing twelve months is around 6.50%, more than CSCO's 1.30% yield.


PositionTTM20252024202320222021202020192018201720162015
CMSC
CMS Energy Corporation
6.50%6.48%6.41%5.93%6.62%5.49%5.17%5.48%0.00%0.00%0.00%0.00%
CSCO
Cisco Systems, Inc.
1.30%2.12%2.69%3.07%3.17%2.32%3.20%2.88%2.95%2.95%3.28%3.02%

Financials

CMSC vs. CSCO - Financials Comparison

This section allows you to compare key financial metrics between CMS Energy Corporation and Cisco Systems, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20222023202420252026
2.73B
15.84B
(CMSC) Total Revenue
(CSCO) Total Revenue
Values in USD except per share items

CMSC vs. CSCO - Profitability Comparison

The chart below illustrates the profitability comparison between CMS Energy Corporation and Cisco Systems, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%202220232024202520260
63.6%
Portfolio components
CMSC - 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%.

CSCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cisco Systems, Inc. reported a gross profit of 10.08B and revenue of 15.84B. Therefore, the gross margin over that period was 63.6%.

CMSC - 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%.

CSCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cisco Systems, Inc. reported an operating income of 3.96B and revenue of 15.84B, resulting in an operating margin of 25.0%.

CMSC - 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%.

CSCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cisco Systems, Inc. reported a net income of 3.37B and revenue of 15.84B, resulting in a net margin of 21.3%.


Frequently Asked Questions


CMSC and CSCO have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CSCO has higher volatility (15.37%) compared to CMSC (1.80%). In terms of maximum drawdown, CMSC dropped -32.28% vs CSCO's -89.26%.

CSCO currently has the higher Sharpe Ratio (3.40 vs 1.21), 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.

Portfolio Optimizer

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