Cms Energy Stock Performance
| CMS Stock | USD 61.56 0.29 0.47% |
CMS Energy has a performance score of 11 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.72, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, CMS Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding CMS Energy is expected to be smaller as well. CMS Energy currently shows a risk of 1.03%. Please confirm CMS Energy skewness, and the relationship between the value at risk and day median price , to decide if CMS Energy will be following its price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in CMS Energy are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively conflicting primary indicators, CMS Energy may actually be approaching a critical reversion point that can send shares even higher in June 2024. ...more
Actual Historical Performance (%)
One Day Return 0.47 | Five Day Return 1.79 | Year To Date Return 3.97 | Ten Year Return 107.06 | All Time Return 110.46 |
Forward Dividend Yield 0.0335 | Payout Ratio 0.5932 | Forward Dividend Rate 2.06 | Dividend Date 2024-05-31 | Ex Dividend Date 2024-05-14 |
| CMS Energy dividend paid on 12th of February 2024 | 02/12/2024 |
| CMS Energy dividend paid on 29th of February 2024 | 02/29/2024 |
1 | Disposition of 25935 shares by Garrick Rochow of CMS Energy at 58.97 subject to Rule 16b-3 | 03/28/2024 |
2 | Disposition of 3650 shares by Shaun Johnson of CMS Energy at 58.97 subject to Rule 16b-3 | 04/05/2024 |
3 | BofA raises CMS Energy stock target on growth visibility | 04/16/2024 |
4 | CMS Energy Q1 2024 Earnings Preview | 04/24/2024 |
5 | CMS Energy earnings missed by 0.01, revenue fell short of estimates | 04/25/2024 |
6 | CMS Energy Has Announced A Dividend Of 0.515 | 04/26/2024 |
7 | CMS Energy Corporation Q1 2024 Earnings Call Transcript | 04/30/2024 |
8 | Consumers Energy Foundation Awards 50,000 for Winners of the Put Your Town on the Map Competition | 05/01/2024 |
9 | Insider Sale Senior Vice President Brian Rich Sells Shares of CMS Energy Corp | 05/03/2024 |
| Begin Period Cash Flow | 182 M |
CMS |
CMS Energy Relative Risk vs. Return Landscape
If you would invest 5,595 in CMS Energy on February 6, 2024 and sell it today you would earn a total of 561.00 from holding CMS Energy or generate 10.03% return on investment over 90 days. CMS Energy is generating 0.157% of daily returns assuming volatility of 1.028% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than CMS, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
CMS Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CMS Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as CMS Energy, and traders can use it to determine the average amount a CMS Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1527
| Best Portfolio | Best Equity | |||
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| Small Returns | CMS | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average CMS Energy is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of CMS Energy by adding it to a well-diversified portfolio.
CMS Energy Fundamentals Growth
CMS Stock prices reflect investors' perceptions of the future prospects and financial health of CMS Energy, and CMS Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on CMS Stock performance.
| 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 | ||||
| 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 | ||||
| Earnings Per Share | 3.28 X | ||||
| 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 | ||||
About CMS Energy Performance
To evaluate CMS Energy Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when CMS Energy generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare CMS Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand CMS Energy market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents CMS's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 74.43 | 105.63 | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.04 | 0.05 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.12 | 0.12 |
Things to note about CMS Energy performance evaluation
Checking the ongoing alerts about CMS Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for CMS Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| CMS Energy has a very strong financial position based on the latest SEC filings | |
| Over 96.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from gurufocus.com: Insider Sale Senior Vice President Brian Rich Sells Shares of CMS Energy Corp |
- Analyzing CMS Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether CMS Energy's stock is overvalued or undervalued compared to its peers.
- Examining CMS Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating CMS Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CMS Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of CMS Energy's stock. These opinions can provide insight into CMS Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in CMS Energy. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population. For more information on how to buy CMS Stock please use our How to Invest in CMS Energy guide.You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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.