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CMS vs. LNT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CMS vs. LNT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CMS Energy Corporation (CMS) and Alliant Energy Corporation (LNT). The values are adjusted to include any dividend payments, if applicable.

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CMS vs. LNT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CMS
CMS Energy Corporation
11.77%8.13%18.60%-5.21%0.84%9.71%-0.32%30.04%8.25%17.03%
LNT
Alliant Energy Corporation
11.28%13.52%19.54%-3.84%-7.44%22.86%-3.16%33.43%2.37%16.05%

Fundamentals

Market Cap

CMS:

$23.31B

LNT:

$18.57B

EPS

CMS:

$3.57

LNT:

$3.14

PE Ratio

CMS:

21.73

LNT:

22.85

PS Ratio

CMS:

2.73

LNT:

4.24

Total Revenue (TTM)

CMS:

$8.54B

LNT:

$4.36B

Gross Profit (TTM)

CMS:

$2.35B

LNT:

$1.75B

EBITDA (TTM)

CMS:

$2.95B

LNT:

$1.97B

Returns By Period

The year-to-date returns for both stocks are quite close, with CMS having a 11.77% return and LNT slightly lower at 11.28%. Over the past 10 years, CMS has underperformed LNT with an annualized return of 9.41%, while LNT has yielded a comparatively higher 10.12% annualized return.


CMS

1D
0.48%
1M
-0.63%
YTD
11.77%
6M
7.50%
1Y
6.41%
3Y*
11.62%
5Y*
8.32%
10Y*
9.41%

LNT

1D
0.38%
1M
-0.80%
YTD
11.28%
6M
8.13%
1Y
15.11%
3Y*
14.19%
5Y*
9.19%
10Y*
10.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CMS vs. LNT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CMS
CMS Risk / Return Rank: 5454
Overall Rank
CMS Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
CMS Sortino Ratio Rank: 4646
Sortino Ratio Rank
CMS Omega Ratio Rank: 4545
Omega Ratio Rank
CMS Calmar Ratio Rank: 6262
Calmar Ratio Rank
CMS Martin Ratio Rank: 6060
Martin Ratio Rank

LNT
LNT Risk / Return Rank: 6969
Overall Rank
LNT Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
LNT Sortino Ratio Rank: 6363
Sortino Ratio Rank
LNT Omega Ratio Rank: 6262
Omega Ratio Rank
LNT Calmar Ratio Rank: 7575
Calmar Ratio Rank
LNT Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CMS vs. LNT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CMS Energy Corporation (CMS) and Alliant Energy Corporation (LNT). 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.


CMSLNTDifference

Sharpe ratio

Return per unit of total volatility

0.39

0.88

-0.50

Sortino ratio

Return per unit of downside risk

0.62

1.24

-0.62

Omega ratio

Gain probability vs. loss probability

1.08

1.17

-0.09

Calmar ratio

Return relative to maximum drawdown

0.91

1.77

-0.86

Martin ratio

Return relative to average drawdown

1.70

4.22

-2.52

CMS vs. LNT - Sharpe Ratio Comparison

The current CMS Sharpe Ratio is 0.39, which is lower than the LNT Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of CMS and LNT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CMSLNTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

0.88

-0.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.47

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.48

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.50

-0.14

Correlation

The correlation between CMS and LNT is 0.52, 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.


Dividends

CMS vs. LNT - Dividend Comparison

CMS's dividend yield for the trailing twelve months is around 2.83%, less than LNT's 2.87% yield.


TTM20252024202320222021202020192018201720162015
CMS
CMS Energy Corporation
2.83%3.10%3.09%3.36%3.62%2.67%2.67%2.43%2.88%2.81%2.98%3.22%
LNT
Alliant Energy Corporation
2.87%3.12%3.25%3.53%3.10%2.62%2.95%2.60%3.17%2.96%3.10%3.52%

Drawdowns

CMS vs. LNT - Drawdown Comparison

The maximum CMS drawdown since its inception was -91.20%, which is greater than LNT's maximum drawdown of -51.66%. Use the drawdown chart below to compare losses from any high point for CMS and LNT.


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Drawdown Indicators


CMSLNTDifference

Max Drawdown

Largest peak-to-trough decline

-91.20%

-51.66%

-39.54%

Max Drawdown (1Y)

Largest decline over 1 year

-8.51%

-9.34%

+0.83%

Max Drawdown (5Y)

Largest decline over 5 years

-27.56%

-25.60%

-1.96%

Max Drawdown (10Y)

Largest decline over 10 years

-29.55%

-33.54%

+3.99%

Current Drawdown

Current decline from peak

-0.91%

-1.74%

+0.83%

Average Drawdown

Average peak-to-trough decline

-27.45%

-8.78%

-18.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.55%

3.91%

+0.64%

Volatility

CMS vs. LNT - Volatility Comparison

CMS Energy Corporation (CMS) and Alliant Energy Corporation (LNT) have volatilities of 5.46% and 5.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CMSLNTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

5.26%

+0.20%

Volatility (6M)

Calculated over the trailing 6-month period

11.15%

10.68%

+0.47%

Volatility (1Y)

Calculated over the trailing 1-year period

16.71%

17.19%

-0.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.83%

19.66%

-0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.65%

21.18%

-0.53%

Financials

CMS vs. LNT - Financials Comparison

This section allows you to compare key financial metrics between CMS Energy Corporation and Alliant 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.50B2.00B2.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.23B
1.06B
(CMS) Total Revenue
(LNT) Total Revenue
Values in USD except per share items

CMS vs. LNT - Profitability Comparison

The chart below illustrates the profitability comparison between CMS Energy Corporation and Alliant Energy Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
42.0%
Portfolio components
CMS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CMS Energy Corporation reported a gross profit of 0.00 and revenue of 2.23B. Therefore, the gross margin over that period was 0.0%.

LNT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Alliant Energy Corporation reported a gross profit of 447.00M and revenue of 1.06B. Therefore, the gross margin over that period was 42.0%.

CMS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CMS Energy Corporation reported an operating income of 435.00M and revenue of 2.23B, resulting in an operating margin of 19.5%.

LNT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Alliant Energy Corporation reported an operating income of 196.00M and revenue of 1.06B, resulting in an operating margin of 18.4%.

CMS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CMS Energy Corporation reported a net income of 289.00M and revenue of 2.23B, resulting in a net margin of 12.9%.

LNT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Alliant Energy Corporation reported a net income of 142.00M and revenue of 1.06B, resulting in a net margin of 13.4%.