CMS Energy Corporation (CMS)
Company Info
US1258961002
125896100
Dec 31, 1984
Highlights
$20.03B
$3.51
19.10
2.43
$7.48B
$2.52B
$3.03B
$53.73 - $71.85
$71.95
3.02%
3.38
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
CMS Energy Corporation had a return of 18.53% year-to-date (YTD) and 20.95% in the last 12 months. Over the past 10 years, CMS Energy Corporation had an annualized return of 9.95%, while the S&P 500 had an annualized return of 11.06%, indicating that CMS Energy Corporation did not perform as well as the benchmark.
CMS
18.53%
-2.79%
13.59%
20.95%
4.16%
9.95%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.57% | 1.29% | 5.18% | 0.45% | 4.68% | -5.40% | 8.85% | 5.54% | 4.08% | -1.44% | 0.91% | 18.53% | |
| 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% |
| 2020 | 9.02% | -11.28% | -2.76% | -2.83% | 3.38% | -0.27% | 9.86% | -5.13% | 1.52% | 3.13% | -2.21% | -0.86% | -0.32% |
| 2019 | 5.80% | 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% |
| 2017 | 2.35% | 5.33% | 0.49% | 1.48% | 5.20% | -2.45% | -0.02% | 5.73% | -4.57% | 4.43% | 3.88% | -5.21% | 17.03% |
| 2016 | 7.76% | 2.55% | 7.28% | -4.15% | 3.59% | 9.66% | -1.48% | -6.46% | 0.10% | 0.33% | -3.86% | 3.48% | 18.85% |
| 2015 | 8.58% | -6.17% | -0.63% | -2.81% | 1.50% | -6.74% | 7.60% | -3.49% | 7.75% | 2.12% | -2.13% | 3.03% | 7.31% |
| 2014 | 3.81% | 3.33% | 2.99% | 4.46% | -1.85% | 4.71% | -6.29% | 5.57% | -2.88% | 10.15% | 2.16% | 4.98% | 34.59% |
| 2013 | 5.41% | 4.57% | 5.00% | 7.16% | -9.21% | 0.82% | 3.95% | -5.22% | -0.79% | 5.29% | -3.35% | 0.87% | 13.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, CMS is among the top 19% 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.
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.
Dividends
Dividend History
CMS Energy Corporation provided a 3.09% dividend yield over the last twelve months, with an annual payout of $2.06 per share. The company has been increasing its dividends for 16 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.06 | $1.95 | $1.84 | $1.74 | $1.63 | $1.53 | $1.43 | $1.33 | $1.24 | $1.16 | $1.08 | $1.02 |
Dividend yield | 3.09% | 3.36% | 2.91% | 2.67% | 2.67% | 2.43% | 2.88% | 2.81% | 2.98% | 3.22% | 3.11% | 3.81% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.00 | $0.27 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $1.08 |
| 2013 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $1.02 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 6.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.2% | Dec 4, 1998 | 1070 | Mar 11, 2003 | 2839 | Jun 19, 2014 | 3909 |
| -59.39% | Oct 9, 1989 | 643 | Apr 23, 1992 | 1152 | Nov 11, 1996 | 1795 |
| -45.22% | Jun 17, 1987 | 87 | Oct 19, 1987 | 165 | Jun 14, 1988 | 252 |
| -29.55% | Feb 19, 2020 | 24 | Mar 23, 2020 | 491 | Mar 3, 2022 | 515 |
| -28.04% | Apr 7, 2022 | 373 | Oct 2, 2023 | 231 | Sep 3, 2024 | 604 |
Volatility
Volatility Chart
The current CMS Energy Corporation volatility is 4.19%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of CMS Energy Corporation compared to its peers in the Utilities - Regulated Electric industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for CMS in comparison to other companies of the Utilities - Regulated Electric industry. Currently, CMS has a PE value of 19.1. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for CMS in comparison to other companies of the Utilities - Regulated Electric industry. Currently, CMS has a PEG value of 2.4. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for CMS Energy Corporation.
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Income Statement
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