CMS vs. XEL
Compare and contrast key facts about CMS Energy Corporation (CMS) and Xcel Energy Inc. (XEL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMS or XEL.
Correlation
The correlation between CMS and XEL is 0.35, 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. XEL - Performance Comparison
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Key characteristics
CMS:
0.95
XEL:
1.68
CMS:
1.45
XEL:
2.31
CMS:
1.18
XEL:
1.31
CMS:
1.27
XEL:
1.25
CMS:
4.35
XEL:
8.07
CMS:
4.17%
XEL:
4.33%
CMS:
17.63%
XEL:
20.59%
CMS:
-91.20%
XEL:
-80.64%
CMS:
-4.64%
XEL:
0.00%
Fundamentals
CMS:
$21.21B
XEL:
$41.10B
CMS:
$3.38
XEL:
$3.40
CMS:
20.98
XEL:
20.96
CMS:
2.87
XEL:
2.81
CMS:
2.72
XEL:
3.00
CMS:
2.61
XEL:
2.08
CMS:
$7.79B
XEL:
$13.71B
CMS:
$3.05B
XEL:
$4.66B
CMS:
$3.15B
XEL:
$5.59B
Returns By Period
The year-to-date returns for both investments are quite close, with CMS having a 8.89% return and XEL slightly higher at 8.99%. Both investments have delivered pretty close results over the past 10 years, with CMS having a 10.95% annualized return and XEL not far ahead at 11.19%.
CMS
8.89%
-0.22%
6.36%
16.70%
9.17%
10.95%
XEL
8.99%
4.75%
5.95%
34.26%
7.87%
11.19%
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Risk-Adjusted Performance
CMS vs. XEL — Risk-Adjusted Performance Rank
CMS
XEL
CMS vs. XEL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CMS Energy Corporation (CMS) and Xcel Energy Inc. (XEL). 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. XEL - Dividend Comparison
CMS's dividend yield for the trailing twelve months is around 2.96%, less than XEL's 3.06% 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% |
XEL Xcel Energy Inc. | 3.06% | 2.43% | 3.36% | 2.78% | 2.70% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% | 3.34% |
Drawdowns
CMS vs. XEL - Drawdown Comparison
The maximum CMS drawdown since its inception was -91.20%, which is greater than XEL's maximum drawdown of -80.64%. Use the drawdown chart below to compare losses from any high point for CMS and XEL. For additional features, visit the drawdowns tool.
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Volatility
CMS vs. XEL - Volatility Comparison
The current volatility for CMS Energy Corporation (CMS) is 6.80%, while Xcel Energy Inc. (XEL) has a volatility of 8.08%. This indicates that CMS experiences smaller price fluctuations and is considered to be less risky than XEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CMS vs. XEL - Financials Comparison
This section allows you to compare key financial metrics between CMS Energy Corporation and Xcel Energy Inc.. 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. XEL - 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%.
XEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Xcel Energy Inc. reported a gross profit of 1.69B and revenue of 3.91B. Therefore, the gross margin over that period was 43.1%.
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%.
XEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Xcel Energy Inc. reported an operating income of 677.00M and revenue of 3.91B, resulting in an operating margin of 17.3%.
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%.
XEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Xcel Energy Inc. reported a net income of 483.00M and revenue of 3.91B, resulting in a net margin of 12.4%.