CMS vs. AEE
Compare and contrast key facts about CMS Energy Corporation (CMS) and Ameren Corporation (AEE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMS or AEE.
Correlation
The correlation between CMS and AEE is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CMS vs. AEE - Performance Comparison
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Key characteristics
CMS:
0.95
AEE:
1.86
CMS:
1.45
AEE:
2.50
CMS:
1.18
AEE:
1.33
CMS:
1.27
AEE:
1.44
CMS:
4.35
AEE:
10.04
CMS:
4.17%
AEE:
3.50%
CMS:
17.63%
AEE:
19.07%
CMS:
-91.20%
AEE:
-60.57%
CMS:
-4.64%
AEE:
-4.77%
Fundamentals
CMS:
$21.21B
AEE:
$26.17B
CMS:
$3.38
AEE:
$4.51
CMS:
20.98
AEE:
21.47
CMS:
2.87
AEE:
2.37
CMS:
2.72
AEE:
3.45
CMS:
2.61
AEE:
2.10
CMS:
$7.79B
AEE:
$7.90B
CMS:
$3.05B
AEE:
$4.88B
CMS:
$3.15B
AEE:
$3.58B
Returns By Period
In the year-to-date period, CMS achieves a 8.89% return, which is significantly lower than AEE's 10.75% return. Over the past 10 years, CMS has underperformed AEE with an annualized return of 10.95%, while AEE has yielded a comparatively higher 12.57% annualized return.
CMS
8.89%
-0.22%
6.36%
16.70%
9.17%
10.95%
AEE
10.75%
0.02%
9.03%
35.11%
10.52%
12.57%
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Risk-Adjusted Performance
CMS vs. AEE — Risk-Adjusted Performance Rank
CMS
AEE
CMS vs. AEE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CMS Energy Corporation (CMS) and Ameren Corporation (AEE). 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.
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Dividends
CMS vs. AEE - Dividend Comparison
CMS's dividend yield for the trailing twelve months is around 2.96%, more than AEE's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMS CMS Energy Corporation | 2.96% | 3.09% | 3.36% | 2.91% | 2.67% | 2.67% | 2.43% | 2.88% | 2.81% | 2.98% | 3.22% | 3.11% |
AEE Ameren Corporation | 2.77% | 3.01% | 3.48% | 2.65% | 2.47% | 2.56% | 2.50% | 2.83% | 3.01% | 3.27% | 3.83% | 3.49% |
Drawdowns
CMS vs. AEE - Drawdown Comparison
The maximum CMS drawdown since its inception was -91.20%, which is greater than AEE's maximum drawdown of -60.57%. Use the drawdown chart below to compare losses from any high point for CMS and AEE. For additional features, visit the drawdowns tool.
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Volatility
CMS vs. AEE - Volatility Comparison
CMS Energy Corporation (CMS) has a higher volatility of 6.80% compared to Ameren Corporation (AEE) at 5.82%. This indicates that CMS's price experiences larger fluctuations and is considered to be riskier than AEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CMS vs. AEE - Financials Comparison
This section allows you to compare key financial metrics between CMS Energy Corporation and Ameren 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
CMS vs. AEE - Profitability Comparison
CMS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CMS Energy Corporation reported a gross profit of 1.04B and revenue of 2.45B. Therefore, the gross margin over that period was 42.7%.
AEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ameren Corporation reported a gross profit of 2.10B and revenue of 2.10B. Therefore, the gross margin over that period was 100.0%.
CMS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CMS Energy Corporation reported an operating income of 494.00M and revenue of 2.45B, resulting in an operating margin of 20.2%.
AEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ameren Corporation reported an operating income of 430.00M and revenue of 2.10B, resulting in an operating margin of 20.5%.
CMS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CMS Energy Corporation reported a net income of 304.00M and revenue of 2.45B, resulting in a net margin of 12.4%.
AEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ameren Corporation reported a net income of 289.00M and revenue of 2.10B, resulting in a net margin of 13.8%.