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CMS Energy Corporation (CMS)

Equity · Currency in USD · Last updated Jun 1, 2023

Company Info

ISINUS1258961002
CUSIP125896100
SectorUtilities
IndustryUtilities—Regulated Electric

Highlights

Market Cap$16.65B
EPS$2.33
PE Ratio24.51
PEG Ratio3.00
Revenue (TTM)$8.51B
Gross Profit (TTM)$2.76B
EBITDA (TTM)$2.29B
Year Range$51.16 - $69.78
Target Price$67.77
Short %3.61%
Short Ratio3.74

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in CMS Energy Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%2023FebruaryMarchAprilMay
-4.05%
2.53%
CMS (CMS Energy Corporation)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Return

CMS Energy Corporation had a return of -6.96% year-to-date (YTD) and -15.83% in the last 12 months. Over the past 10 years, CMS Energy Corporation had an annualized return of 11.31%, outperforming the S&P 500 benchmark which had an annualized return of 9.88%.


PeriodReturnBenchmark
1 month-5.18%0.29%
Year-To-Date-6.96%8.86%
6 months-3.52%2.44%
1 year-15.83%1.15%
5 years (annualized)8.16%8.88%
10 years (annualized)11.31%9.88%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-0.22%-5.92%4.09%1.43%
20227.92%3.70%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for CMS Energy Corporation (CMS) and S&P 500 (^GSPC). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
CMS
CMS Energy Corporation
-0.69
^GSPC
S&P 500
0.02

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current CMS Energy Corporation Sharpe ratio is -0.69. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.000.200.402023FebruaryMarchAprilMay
-0.69
0.02
CMS (CMS Energy Corporation)
Benchmark (^GSPC)

Dividend History

CMS Energy Corporation granted a 4.86% dividend yield in the last twelve months. The annual payout for that period amounted to $2.82 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.82$1.84$1.74$1.63$1.53$1.43$1.33$1.24$1.16$1.08$1.02$0.96

Dividend yield

4.86%2.95%2.80%2.87%2.69%3.27%3.29%3.59%3.99%3.99%5.07%5.44%

Monthly Dividends

The table displays the monthly dividend distributions for CMS Energy Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.49$0.00$0.00
2022$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00
2021$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00
2020$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00
2019$0.38$0.00$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.38$0.00$0.00
2018$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00
2017$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00
2016$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2015$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00
2014$0.00$0.27$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.00$0.27$0.00
2013$0.00$0.26$0.00$0.00$0.26$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2012$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.24$0.00$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-22.00%-20.00%-18.00%-16.00%-14.00%-12.00%-10.00%2023FebruaryMarchAprilMay
-18.16%
-12.86%
CMS (CMS Energy Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the CMS Energy Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the CMS Energy Corporation is 91.20%, recorded on Mar 11, 2003. It took 2839 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.2%Dec 4, 19981070Mar 11, 20032839Jun 19, 20143909
-59.39%Oct 9, 1989643Apr 23, 19921152Nov 11, 19961795
-45.22%Jun 17, 198787Oct 19, 1987165Jun 14, 1988252
-29.55%Feb 19, 202024Mar 23, 2020491Mar 3, 2022515
-26.48%Apr 7, 2022130Oct 12, 2022

Volatility Chart

The current CMS Energy Corporation volatility is 4.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%2023FebruaryMarchAprilMay
4.76%
3.67%
CMS (CMS Energy Corporation)
Benchmark (^GSPC)