CMS vs. ES
Compare and contrast key facts about CMS Energy Corporation (CMS) and Eversource Energy (ES).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMS or ES.
Correlation
The correlation between CMS and ES is 0.34, 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. ES - Performance Comparison
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Key characteristics
CMS:
0.92
ES:
0.33
CMS:
1.39
ES:
0.61
CMS:
1.18
ES:
1.08
CMS:
1.21
ES:
0.23
CMS:
4.13
ES:
0.92
CMS:
4.16%
ES:
8.67%
CMS:
17.63%
ES:
24.52%
CMS:
-91.20%
ES:
-65.47%
CMS:
-5.40%
ES:
-24.73%
Fundamentals
CMS:
$20.58B
ES:
$22.54B
CMS:
$3.38
ES:
$2.28
CMS:
20.35
ES:
26.91
CMS:
2.80
ES:
0.92
CMS:
2.64
ES:
1.78
CMS:
2.55
ES:
1.47
CMS:
$7.79B
ES:
$12.69B
CMS:
$3.05B
ES:
$4.91B
CMS:
$3.15B
ES:
$4.26B
Returns By Period
In the year-to-date period, CMS achieves a 8.02% return, which is significantly lower than ES's 11.30% return. Over the past 10 years, CMS has outperformed ES with an annualized return of 10.92%, while ES has yielded a comparatively lower 5.97% annualized return.
CMS
8.02%
-1.76%
6.80%
16.06%
9.00%
10.92%
ES
11.30%
8.92%
5.25%
8.05%
-0.26%
5.97%
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Risk-Adjusted Performance
CMS vs. ES — Risk-Adjusted Performance Rank
CMS
ES
CMS vs. ES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CMS Energy Corporation (CMS) and Eversource Energy (ES). 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. ES - Dividend Comparison
CMS's dividend yield for the trailing twelve months is around 2.98%, less than ES's 4.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMS CMS Energy Corporation | 2.98% | 3.09% | 3.36% | 2.91% | 2.67% | 2.67% | 2.43% | 2.88% | 2.81% | 2.98% | 3.22% | 3.11% |
ES Eversource Energy | 4.71% | 4.98% | 4.37% | 3.04% | 2.65% | 2.62% | 2.52% | 3.11% | 3.01% | 3.22% | 3.27% | 2.93% |
Drawdowns
CMS vs. ES - Drawdown Comparison
The maximum CMS drawdown since its inception was -91.20%, which is greater than ES's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for CMS and ES. For additional features, visit the drawdowns tool.
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Volatility
CMS vs. ES - Volatility Comparison
The current volatility for CMS Energy Corporation (CMS) is 6.79%, while Eversource Energy (ES) has a volatility of 8.00%. This indicates that CMS experiences smaller price fluctuations and is considered to be less risky than ES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CMS vs. ES - Financials Comparison
This section allows you to compare key financial metrics between CMS Energy Corporation and Eversource Energy. 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. ES - 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%.
ES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Eversource Energy reported a gross profit of 2.29B and revenue of 4.12B. Therefore, the gross margin over that period was 55.6%.
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%.
ES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Eversource Energy reported an operating income of 926.39M and revenue of 4.12B, resulting in an operating margin of 22.5%.
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%.
ES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Eversource Energy reported a net income of 550.79M and revenue of 4.12B, resulting in a net margin of 13.4%.