CMS Energy (CMS) is a multi-utilities company in the Utilities sector. Listed on the NASDAQ, CMS Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $73.46.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $73.46 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 8.74% |
| Risk / Std Dev (Annualized) | 18.96% |
| Sharpe Ratio (rf=4.5%) | 0.22 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Multi-Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 8.74% with an annualized volatility of 18.96%. The Sharpe ratio of 0.22 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 22.69B |
| Enterprise Value | 42.41B |
| Trailing P/E | 20.35 |
| Forward P/E | 17.61 |
| Price to Book | 2.46 |
| Price to Sales | 2.57 |
| EV/Revenue | 4.81 |
| EV/EBITDA | 13.91 |
| Profitability | | | Profit Margin | 12.55% | | Operating Margin | 19.82% | | ROE | 10.37% | | ROA | 3.13% |
| Growth | | | Revenue Growth | 11.6% | | Earnings Growth | 8.9% |
| Dividend | | | Dividend Yield | 310.0% | | Payout Ratio | 60.79% | | 5Y Avg Yield | 300.0% |
| Financial Health | | | Total Revenue | 8.82B | | Total Debt | 19.08B | | Total Cash | 0.17B | | Free Cash Flow | -2.16B | | Operating Cash Flow | 1.94B |
| Price & Technical | | | 52W High | $80.36$ | | 52W Low | $68.41$ | | 50-Day Avg | $75.03$ | | 200-Day Avg | $73.54$ | | Beta | 0.35 | | Shares Outstanding | 0.31B | | Float Shares | 0.31B | | Insider Holdings | 0.57% | | Institutional Holdings | 100.4% | | Short Ratio | 0.0 | | Short % of Float | 0.0% |
| Analyst Targets | | | Target High | $88.0$ | | Target Low | $66.0$ | | Target Mean | $79.79$ | | Target Median | $80.5$ | | # of Analysts | 14 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.