PCG vs. CMS
Compare and contrast key facts about PG&E Corporation (PCG) and CMS Energy Corporation (CMS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCG or CMS.
Key characteristics
| PCG | CMS | |
|---|---|---|
| YTD Return | -0.83% | 9.34% |
| 1Y Return | 2.53% | 4.64% |
| 3Y Return (Ann) | 18.37% | 2.56% |
| 5Y Return (Ann) | -0.19% | 5.29% |
| 10Y Return (Ann) | -7.46% | 11.19% |
| Sharpe Ratio | 0.15 | 0.25 |
| Daily Std Dev | 20.70% | 18.80% |
| Max Drawdown | -94.65% | -91.20% |
| Current Drawdown | -74.80% | -8.84% |
Fundamentals
| PCG | CMS | |
|---|---|---|
| Market Cap | $46.62B | $18.79B |
| EPS | $1.12 | $3.28 |
| PE Ratio | 15.92 | 19.19 |
| PEG Ratio | 1.12 | 2.23 |
| Revenue (TTM) | $24.08B | $7.35B |
| Gross Profit (TTM) | $7.10B | $2.76B |
| EBITDA (TTM) | $7.75B | $2.48B |
Correlation
The correlation between PCG and CMS is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PCG vs. CMS - Performance Comparison
In the year-to-date period, PCG achieves a -0.83% return, which is significantly lower than CMS's 9.34% return. Over the past 10 years, PCG has underperformed CMS with an annualized return of -7.46%, while CMS has yielded a comparatively higher 11.19% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PCG vs. CMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PG&E Corporation (PCG) and CMS Energy Corporation (CMS). 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.
Dividends
PCG vs. CMS - Dividend Comparison
PCG's dividend yield for the trailing twelve months is around 0.11%, less than CMS's 3.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCG PG&E Corporation | 0.11% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.46% | 3.17% | 3.42% | 3.42% | 4.52% |
CMS CMS Energy Corporation | 3.19% | 3.36% | 2.91% | 2.67% | 2.67% | 2.43% | 2.88% | 2.81% | 2.98% | 3.22% | 3.11% | 3.81% |
Drawdowns
PCG vs. CMS - Drawdown Comparison
The maximum PCG drawdown since its inception was -94.65%, roughly equal to the maximum CMS drawdown of -91.20%. Use the drawdown chart below to compare losses from any high point for PCG and CMS. For additional features, visit the drawdowns tool.
Volatility
PCG vs. CMS - Volatility Comparison
PG&E Corporation (PCG) and CMS Energy Corporation (CMS) have volatilities of 4.17% and 4.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PCG vs. CMS - Financials Comparison
This section allows you to compare key financial metrics between PG&E Corporation and CMS Energy Corporation. 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