CMS Energy Corporation (CMS)
Company Info
US1258961002
125896100
Dec 31, 1984
Highlights
$21.72B
$3.38
21.38
3.00
$7.79B
$3.05B
$3.15B
$56.73 - $75.88
$75.14
3.07%
2.81
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
CMS Energy Corporation (CMS) returned 10.12% year-to-date (YTD) and 19.41% over the past 12 months. Over the past 10 years, CMS delivered an annualized return of 11.55%, outperforming the S&P 500 benchmark at 10.46%.
CMS
10.12%
1.78%
9.97%
19.41%
8.86%
11.55%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.98% | 11.55% | 2.82% | -1.94% | -1.12% | 10.12% | |||||||
| 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% |
| 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% | 0.56% | -4.10% | 2.51% | 30.03% |
| 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% | 1.49% | -6.74% | 7.60% | -3.50% | 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% | 5.56% | -2.88% | 10.15% | 2.16% | 4.98% | 34.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, CMS is among the top 16% 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.
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Dividends
Dividend History
CMS Energy Corporation provided a 3.64% dividend yield over the last twelve months, with an annual payout of $2.63 per share. The company has been increasing its dividends for 17 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.63 | $2.06 | $1.95 | $1.84 | $1.74 | $1.63 | $1.53 | $1.43 | $1.33 | $1.24 | $1.16 | $1.08 |
Dividend yield | 3.64% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.54 | $0.00 | $0.00 | $0.54 | $1.09 | |||||||
| 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
CMS Energy Corporation has a dividend yield of 3.64%, which is quite average when compared to the overall market.
Payout Ratio
CMS Energy Corporation has a payout ratio of 62.39%, 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.
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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 3.56%.
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% | Jan 4, 1990 | 583 | Apr 23, 1992 | 1152 | Nov 11, 1996 | 1735 |
| -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 chart below shows the rolling one-month volatility.
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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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of CMS Energy Corporation, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 1.2% positive surprise.
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
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 significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
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 3.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
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
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
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