XEL vs. CMS
Compare and contrast key facts about Xcel Energy Inc. (XEL) and CMS Energy Corporation (CMS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XEL or CMS.
Correlation
The correlation between XEL and CMS 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
XEL vs. CMS - Performance Comparison
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Key characteristics
XEL:
1.68
CMS:
0.95
XEL:
2.31
CMS:
1.45
XEL:
1.31
CMS:
1.18
XEL:
1.25
CMS:
1.27
XEL:
8.07
CMS:
4.35
XEL:
4.33%
CMS:
4.17%
XEL:
20.59%
CMS:
17.63%
XEL:
-80.64%
CMS:
-91.20%
XEL:
0.00%
CMS:
-4.64%
Fundamentals
XEL:
$41.75B
CMS:
$21.38B
XEL:
$3.40
CMS:
$3.38
XEL:
21.29
CMS:
21.15
XEL:
2.81
CMS:
2.87
XEL:
3.05
CMS:
2.75
XEL:
2.08
CMS:
2.61
XEL:
$13.71B
CMS:
$7.79B
XEL:
$4.66B
CMS:
$3.05B
XEL:
$5.59B
CMS:
$3.15B
Returns By Period
The year-to-date returns for both stocks are quite close, with XEL having a 8.99% return and CMS slightly lower at 8.89%. Both investments have delivered pretty close results over the past 10 years, with XEL having a 11.11% annualized return and CMS not far behind at 10.96%.
XEL
8.99%
3.21%
5.95%
35.06%
7.06%
11.11%
CMS
8.89%
-1.24%
6.36%
16.54%
8.22%
10.96%
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Risk-Adjusted Performance
XEL vs. CMS — Risk-Adjusted Performance Rank
XEL
CMS
XEL vs. CMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) and CMS Energy Corporation (CMS). 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
XEL vs. CMS - Dividend Comparison
XEL's dividend yield for the trailing twelve months is around 3.06%, more than CMS's 2.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XEL Xcel Energy Inc. | 3.06% | 2.43% | 3.36% | 2.78% | 2.71% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% | 3.34% |
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% |
Drawdowns
XEL vs. CMS - Drawdown Comparison
The maximum XEL drawdown since its inception was -80.64%, smaller than the maximum CMS drawdown of -91.20%. Use the drawdown chart below to compare losses from any high point for XEL and CMS. For additional features, visit the drawdowns tool.
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Volatility
XEL vs. CMS - Volatility Comparison
Xcel Energy Inc. (XEL) has a higher volatility of 8.08% compared to CMS Energy Corporation (CMS) at 6.80%. This indicates that XEL's price experiences larger fluctuations and is considered to be riskier than CMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
XEL vs. CMS - Financials Comparison
This section allows you to compare key financial metrics between Xcel Energy Inc. and CMS 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.
Total Revenue: Total amount of money received from sales and other business activities
XEL vs. CMS - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.