Cms Energy Stock Filter Stocks by Fundamentals
| CMS Stock | USD 61.33 0.23 0.37% |
CMS Energy fundamentals help investors to digest information that contributes to CMS Energy's financial success or failures. It also enables traders to predict the movement of CMS Stock. The fundamental analysis module provides a way to measure CMS Energy's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to CMS Energy stock.
CMS | Shares Owned by Institutions |
CMS Energy ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, CMS Energy's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to CMS Energy's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
CMS Energy Institutional Holders
Institutional Holdings refers to the ownership stake in CMS Energy that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of CMS Energy's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing CMS Energy's value.| Shares | T. Rowe Price Associates, Inc. | 2023-12-31 | 5.3 M | Amvescap Plc. | 2023-12-31 | 4.7 M | Pictet Asset Manangement Sa | 2023-12-31 | 4.5 M | Dz Bank Ag Deutsche Zentral-genossenschaftsbank Frankfurt Am Main | 2023-12-31 | 4.3 M | Amundi | 2023-12-31 | 4.1 M | Bank Of New York Mellon Corp | 2023-12-31 | 4 M | Legal & General Group Plc | 2023-12-31 | 3.9 M | Exoduspoint Capital Management, Lp | 2023-12-31 | 3.9 M | Massachusetts Financial Services Company | 2023-12-31 | 3.5 M | Vanguard Group Inc | 2023-12-31 | 37 M | Blackrock Inc | 2023-12-31 | 29.3 M |
CMS Fundamentals
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.029 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.19 % | ||||
| Current Valuation | 34.08 B | ||||
| Shares Outstanding | 298.64 M | ||||
| Shares Owned By Insiders | 0.48 % | ||||
| Shares Owned By Institutions | 95.74 % | ||||
| Number Of Shares Shorted | 11.52 M | ||||
| Price To Earning | 20.03 X | ||||
| Price To Book | 2.35 X | ||||
| Price To Sales | 2.31 X | ||||
| Revenue | 7.46 B | ||||
| Gross Profit | 2.76 B | ||||
| EBITDA | 2.78 B | ||||
| Net Income | 808 M | ||||
| Cash And Equivalents | 164 M | ||||
| Cash Per Share | 0.58 X | ||||
| Total Debt | 15.64 B | ||||
| Debt To Equity | 1.83 % | ||||
| Current Ratio | 2.03 X | ||||
| Book Value Per Share | 25.98 X | ||||
| Cash Flow From Operations | 2.31 B | ||||
| Short Ratio | 4.50 X | ||||
| Earnings Per Share | 3.28 X | ||||
| Price To Earnings To Growth | 2.23 X | ||||
| Target Price | 63.59 | ||||
| Number Of Employees | 8.36 K | ||||
| Beta | 0.38 | ||||
| Market Capitalization | 18.38 B | ||||
| Total Asset | 33.52 B | ||||
| Retained Earnings | 1.66 B | ||||
| Working Capital | (56 M) | ||||
| Current Asset | 3 B | ||||
| Current Liabilities | 1.75 B | ||||
| Annual Yield | 0.03 % | ||||
| Five Year Return | 2.71 % | ||||
| Net Asset | 33.52 B | ||||
| Last Dividend Paid | 1.98 |
About CMS Energy Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze CMS Energy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of CMS Energy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of CMS Energy based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
CMS Energy Investors Sentiment
The influence of CMS Energy's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in CMS. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to CMS Energy's public news can be used to forecast risks associated with an investment in CMS. The trend in average sentiment can be used to explain how an investor holding CMS can time the market purely based on public headlines and social activities around CMS Energy. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
CMS Energy's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for CMS Energy's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average CMS Energy's news discussions. The higher the estimated score, the more favorable is the investor's outlook on CMS Energy.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards CMS Energy in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, CMS Energy's short interest history, or implied volatility extrapolated from CMS Energy options trading.
Pair Trading with CMS Energy
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if CMS Energy position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in CMS Energy will appreciate offsetting losses from the drop in the long position's value.Moving together with CMS Stock
| 0.83 | D | Dominion Energy | PairCorr |
| 0.78 | ED | Consolidated Edison | PairCorr |
| 0.84 | ES | Eversource Energy | PairCorr |
| 0.79 | FE | FirstEnergy | PairCorr |
Moving against CMS Stock
| 0.67 | HE | Hawaiian Electric Financial Report 14th of May 2024 | PairCorr |
The ability to find closely correlated positions to CMS Energy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace CMS Energy when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back CMS Energy - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling CMS Energy to buy it.
The correlation of CMS Energy is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as CMS Energy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if CMS Energy moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for CMS Energy can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out CMS Energy Piotroski F Score and CMS Energy Altman Z Score analysis. For more information on how to buy CMS Stock please use our How to Invest in CMS Energy guide.You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Complementary Tools for CMS Stock analysis
When running CMS Energy's price analysis, check to measure CMS Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CMS Energy is operating at the current time. Most of CMS Energy's value examination focuses on studying past and present price action to predict the probability of CMS Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CMS Energy's price. Additionally, you may evaluate how the addition of CMS Energy to your portfolios can decrease your overall portfolio volatility.
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Is CMS Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of CMS Energy. If investors know CMS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about CMS Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.39 | Dividend Share 1.978 | Earnings Share 3.28 | Revenue Per Share 25.125 | Quarterly Revenue Growth (0.05) |
The market value of CMS Energy is measured differently than its book value, which is the value of CMS that is recorded on the company's balance sheet. Investors also form their own opinion of CMS Energy's value that differs from its market value or its book value, called intrinsic value, which is CMS Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because CMS Energy's market value can be influenced by many factors that don't directly affect CMS Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between CMS Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if CMS Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CMS Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.