CMS vs. XEL
Compare and contrast key facts about CMS Energy Corporation (CMS) and Xcel Energy Inc. (XEL).
Performance
CMS vs. XEL - Performance Comparison
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CMS vs. XEL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMS CMS Energy Corporation | 11.77% | 8.13% | 18.60% | -5.21% | 0.84% | 9.71% | -0.32% | 30.04% | 8.25% | 17.03% |
XEL Xcel Energy Inc. | 8.35% | 13.89% | 12.32% | -8.67% | 6.44% | 4.40% | 7.77% | 32.37% | 5.88% | 21.91% |
Fundamentals
CMS:
$23.31B
XEL:
$47.43B
CMS:
$3.57
XEL:
$3.44
CMS:
21.73
XEL:
23.11
CMS:
2.73
XEL:
3.18
CMS:
$8.54B
XEL:
$14.67B
CMS:
$2.35B
XEL:
$5.30B
CMS:
$2.95B
XEL:
$6.19B
Returns By Period
In the year-to-date period, CMS achieves a 11.77% return, which is significantly higher than XEL's 8.35% return. Over the past 10 years, CMS has underperformed XEL with an annualized return of 9.41%, while XEL has yielded a comparatively higher 9.92% 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%
XEL
- 1D
- 0.35%
- 1M
- -4.00%
- YTD
- 8.35%
- 6M
- -0.01%
- 1Y
- 15.77%
- 3Y*
- 9.29%
- 5Y*
- 6.86%
- 10Y*
- 9.92%
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Return for Risk
CMS vs. XEL — Risk / Return Rank
CMS
XEL
CMS vs. XEL - Risk-Adjusted Trends 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.
| CMS | XEL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.80 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.62 | 1.23 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.16 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.53 | -0.62 |
Martin ratioReturn relative to average drawdown | 1.70 | 3.81 | -2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CMS | XEL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.80 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.34 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.46 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.41 | -0.06 |
Correlation
The correlation between CMS and XEL is 0.54, 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. XEL - Dividend Comparison
CMS's dividend yield for the trailing twelve months is around 2.83%, less than XEL's 2.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XEL Xcel Energy Inc. | 2.90% | 3.83% | 2.43% | 3.36% | 2.78% | 2.70% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% |
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.
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Drawdown Indicators
| CMS | XEL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.20% | -80.64% | -10.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.51% | -11.50% | +2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -27.56% | -34.41% | +6.85% |
Max Drawdown (10Y)Largest decline over 10 years | -29.55% | -34.41% | +4.86% |
Current DrawdownCurrent decline from peak | -0.91% | -4.63% | +3.72% |
Average DrawdownAverage peak-to-trough decline | -27.45% | -11.35% | -16.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.55% | 4.60% | -0.05% |
Volatility
CMS vs. XEL - Volatility Comparison
CMS Energy Corporation (CMS) and Xcel Energy Inc. (XEL) have volatilities of 5.46% and 5.23%, 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
| CMS | XEL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 5.23% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.15% | 11.72% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 19.77% | -3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.83% | 20.47% | -1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 21.57% | -0.92% |
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 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%.
XEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Xcel Energy Inc. reported a gross profit of 0.00 and revenue of 3.56B. Therefore, the gross margin over that period was 0.0%.
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%.
XEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Xcel Energy Inc. reported an operating income of 580.00M and revenue of 3.56B, resulting in an operating margin of 16.3%.
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%.
XEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Xcel Energy Inc. reported a net income of 567.00M and revenue of 3.56B, resulting in a net margin of 15.9%.