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CMS Energy Corporation (CMS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US1258961002

CUSIP

125896100

Sector

Utilities

IPO Date

Dec 31, 1984

Highlights

Market Cap

$22.18B

EPS (TTM)

$3.38

PE Ratio

21.36

PEG Ratio

2.92

Total Revenue (TTM)

$7.79B

Gross Profit (TTM)

$4.45B

EBITDA (TTM)

$3.15B

Year Range

$57.16 - $76.45

Target Price

$74.45

Short %

2.79%

Short Ratio

2.90

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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.


1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%NovemberDecember2025FebruaryMarchApril
1,046.28%
1,813.63%
CMS (CMS Energy Corporation)
Benchmark (^GSPC)

Returns By Period

CMS Energy Corporation had a return of 9.15% year-to-date (YTD) and 25.52% in the last 12 months. Over the past 10 years, CMS Energy Corporation had an annualized return of 10.88%, outperforming the S&P 500 benchmark which had an annualized return of 10.27%.


CMS

YTD

9.15%

1M

-1.33%

6M

3.59%

1Y

25.52%

5Y*

7.71%

10Y*

10.88%

^GSPC (Benchmark)

YTD

-6.06%

1M

-1.00%

6M

-4.87%

1Y

8.34%

5Y*

14.11%

10Y*

10.27%

*Annualized

Monthly Returns

The table below presents the monthly returns of CMS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.98%11.55%2.82%-3.90%9.15%
2024-1.57%1.29%5.18%0.45%4.68%-5.40%8.85%5.54%4.08%-1.44%0.91%-4.39%18.60%
2023-0.22%-5.92%4.09%1.43%-6.13%1.33%3.95%-7.24%-5.48%2.32%5.39%2.31%-5.21%
2022-1.03%0.14%9.26%-1.79%4.12%-4.98%1.82%-1.08%-13.77%-2.04%7.92%3.70%0.18%
2021-6.77%-4.14%13.14%5.18%-1.90%-5.83%4.59%4.51%-6.86%1.04%-1.78%10.54%9.71%
20209.02%-11.28%-2.76%-2.83%3.38%-0.27%9.86%-5.13%1.52%3.13%-2.21%-0.86%-0.32%
20195.80%4.33%2.10%0.02%1.72%3.21%0.54%9.01%1.43%0.55%-4.10%2.51%30.04%
2018-5.39%-4.34%6.69%4.20%-1.49%2.49%2.24%2.63%-0.49%1.06%5.95%-4.68%8.25%
20172.35%5.33%0.49%1.48%5.20%-2.45%-0.02%5.73%-4.57%4.43%3.88%-5.21%17.03%
20167.76%2.55%7.28%-4.15%3.59%9.66%-1.48%-6.46%0.10%0.33%-3.86%3.48%18.85%
20158.58%-6.17%-0.63%-2.81%1.49%-6.74%7.60%-3.50%7.75%2.12%-2.13%3.03%7.31%
20143.81%3.33%2.99%4.46%-1.85%4.71%-6.29%5.57%-2.88%10.15%2.16%4.98%34.59%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, CMS is among the top 12% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CMS is 8888
Overall Rank
The Sharpe Ratio Rank of CMS is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of CMS is 8585
Sortino Ratio Rank
The Omega Ratio Rank of CMS is 8383
Omega Ratio Rank
The Calmar Ratio Rank of CMS is 9292
Calmar Ratio Rank
The Martin Ratio Rank of CMS is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for CMS Energy Corporation (CMS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for CMS, currently valued at 1.42, compared to the broader market-2.00-1.000.001.002.003.00
CMS: 1.42
^GSPC: 0.46
The chart of Sortino ratio for CMS, currently valued at 1.92, compared to the broader market-6.00-4.00-2.000.002.004.00
CMS: 1.92
^GSPC: 0.77
The chart of Omega ratio for CMS, currently valued at 1.25, compared to the broader market0.501.001.502.00
CMS: 1.25
^GSPC: 1.11
The chart of Calmar ratio for CMS, currently valued at 1.70, compared to the broader market0.001.002.003.004.005.00
CMS: 1.70
^GSPC: 0.47
The chart of Martin ratio for CMS, currently valued at 6.04, compared to the broader market-5.000.005.0010.0015.0020.00
CMS: 6.04
^GSPC: 1.94

The current CMS Energy Corporation Sharpe ratio is 1.42. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of CMS Energy Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.42
0.46
CMS (CMS Energy Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

CMS Energy Corporation provided a 2.89% dividend yield over the last twelve months, with an annual payout of $2.09 per share. The company has been increasing its dividends for 17 consecutive years.


2.40%2.60%2.80%3.00%3.20%3.40%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.09$2.06$1.95$1.84$1.74$1.63$1.53$1.43$1.33$1.24$1.16$1.08

Dividend yield

2.89%3.09%3.36%2.91%2.67%2.67%2.43%2.88%2.81%2.98%3.22%3.11%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.54$0.00$0.00$0.54
2024$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$2.06
2023$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$1.95
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$1.84
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$1.74
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$1.63
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$1.53
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$1.43
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$1.33
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$1.24
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$1.16
2014$0.27$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.00$0.27$0.00$1.08

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
CMS: 2.9%
CMS Energy Corporation has a dividend yield of 2.89%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
CMS: 48.5%
CMS Energy Corporation has a payout ratio of 48.51%, which is quite average when compared to the overall market. This suggests that CMS Energy Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-4.41%
-10.07%
CMS (CMS Energy Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the CMS Energy Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the CMS Energy Corporation was 91.20%, occurring on Mar 11, 2003. Recovery took 2839 trading sessions.

The current CMS Energy Corporation drawdown is 4.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.2%Dec 4, 19981070Mar 11, 20032839Jun 19, 20143909
-59.39%Jan 4, 1990583Apr 23, 19921152Nov 11, 19961735
-45.22%Jun 17, 198787Oct 19, 1987165Jun 14, 1988252
-29.55%Feb 19, 202024Mar 23, 2020491Mar 3, 2022515
-28.04%Apr 7, 2022373Oct 2, 2023231Sep 3, 2024604

Volatility

Volatility Chart

The current CMS Energy Corporation volatility is 7.35%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
7.35%
14.23%
CMS (CMS Energy Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of CMS Energy Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how CMS Energy Corporation is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0
CMS: 21.4
The chart displays the Price-to-Earnings (P/E) ratio for CMS, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, CMS has a P/E ratio of 21.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
1.02.03.04.0
CMS: 2.9
The chart shows the Price/Earnings to Growth (PEG) ratio for CMS compared to other companies in the Utilities - Regulated Electric industry. CMS currently has a PEG ratio of 2.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
CMS: 2.8
This chart shows the Price-to-Sales (P/S) ratio for CMS relative to other companies in the Utilities - Regulated Electric industry. Currently, CMS has a P/S ratio of 2.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
CMS: 2.7
The chart illustrates the Price-to-Book (P/B) ratio for CMS in comparison with other companies in the Utilities - Regulated Electric industry. Currently, CMS has a P/B value of 2.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items