CMS Energy Corporation CMS
Utilities · Utilities - Regulated Electric · United States · S&P 500
Based on the available data, CMS Energy Corporation gets an algorithmic score of 23/100. It trades at 63.45 $, with a bearish technical trend (RSI 28.6) and 17.1% annual volatility.
Updated: 2026-09-30
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Strengths
- Low beta (0.07): defensive profile.
- Meaningful dividend (3.59%).
Weaknesses
- Shrinking revenue (-0.2% per year).
- Negative free cash flow.
Fundamentals
| P/E | 19.11 |
| Forward P/E | 15.27 |
| PEG | 2.28 |
| P/B | 2.08 |
| EV/EBITDA | 13.19 |
| P/S | 2.22 |
| ROE % | 9.16 |
| ROA % | 2.97 |
| Gross margin % | 40.31 |
| Operating margin % | 17.17 |
| Net margin % | 11.64 |
| Revenue growth % (y/y) | -0.50 |
| Earnings growth % (y/y) | -43.90 |
| Revenue CAGR % | -0.22 |
| Earnings CAGR % | 8.56 |
| Debt/Equity % | 185.60 |
| Current ratio | 0.94 |
| FCF yield % | -9.20 |
| Dividend yield % | 3.59 |
| Payout % | 66.92 |
Returns
| 1 month | -7.0 % |
| 3 months | -16.4 % |
| 6 months | -16.5 % |
| YTD | -7.8 % |
| 1 year | -8.9 % |
| 3 years | +23.8 % |
| 5 years | +20.2 % |
Risk
| 1-year volatility | 17.1 % |
| Beta | 0.07 |
| 5-year max drawdown | -28.0 % |
| Sharpe 1A | -0.69 |
Macroeconomic context
Highly rate-sensitive (high leverage, 'bond proxy'). Regulated; benefits from the energy transition and data-centre power demand. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.