AEE vs. CMS
Compare and contrast key facts about Ameren Corporation (AEE) and CMS Energy Corporation (CMS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEE or CMS.
Key characteristics
| AEE | CMS | |
|---|---|---|
| YTD Return | 4.98% | 6.49% |
| 1Y Return | -12.29% | 3.62% |
| 3Y Return (Ann) | -1.26% | 1.08% |
| 5Y Return (Ann) | 3.44% | 4.96% |
| 10Y Return (Ann) | 9.74% | 10.70% |
| Sharpe Ratio | -0.62 | 0.17 |
| Daily Std Dev | 20.62% | 18.88% |
| Max Drawdown | -60.57% | -91.20% |
| Current Drawdown | -18.89% | -11.22% |
Fundamentals
| AEE | CMS | |
|---|---|---|
| Market Cap | $19.63B | $17.72B |
| EPS | $4.38 | $3.28 |
| PE Ratio | 16.82 | 18.09 |
| PEG Ratio | 2.74 | 2.23 |
| Revenue (TTM) | $7.26B | $7.35B |
| Gross Profit (TTM) | $3.34B | $2.76B |
| EBITDA (TTM) | $3.14B | $2.48B |
Correlation
The correlation between AEE and CMS is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AEE vs. CMS - Performance Comparison
In the year-to-date period, AEE achieves a 4.98% return, which is significantly lower than CMS's 6.49% return. Over the past 10 years, AEE has underperformed CMS with an annualized return of 9.74%, while CMS has yielded a comparatively higher 10.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AEE vs. CMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameren Corporation (AEE) and CMS Energy Corporation (CMS). 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.
Dividends
AEE vs. CMS - Dividend Comparison
AEE's dividend yield for the trailing twelve months is around 3.40%, more than CMS's 3.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEE Ameren Corporation | 3.40% | 3.48% | 2.65% | 2.47% | 2.56% | 2.50% | 2.83% | 3.01% | 3.27% | 3.83% | 3.49% | 4.42% |
CMS CMS Energy Corporation | 2.43% | 3.36% | 2.91% | 2.67% | 2.67% | 2.43% | 2.88% | 2.81% | 2.98% | 3.22% | 3.11% | 3.81% |
Drawdowns
AEE vs. CMS - Drawdown Comparison
The maximum AEE drawdown since its inception was -60.57%, smaller than the maximum CMS drawdown of -91.20%. Use the drawdown chart below to compare losses from any high point for AEE and CMS. For additional features, visit the drawdowns tool.
Volatility
AEE vs. CMS - Volatility Comparison
Ameren Corporation (AEE) has a higher volatility of 5.23% compared to CMS Energy Corporation (CMS) at 4.97%. This indicates that AEE's price experiences larger fluctuations and is considered to be riskier than CMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AEE vs. CMS - Financials Comparison
This section allows you to compare key financial metrics between Ameren Corporation and CMS Energy Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities