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Upturn AI SWOT - About
CMS 
CMS Energy Corporation (CMS)
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Upturn Advisory Summary
06/30/2025: CMS (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
19 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $75.27
1 Year Target Price $75.27
| 6 | Strong Buy |
| 4 | Buy |
| 8 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.49% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.64B USD | Price to earnings Ratio 20.42 | 1Y Target Price 75.27 |
Price to earnings Ratio 20.42 | 1Y Target Price 75.27 | ||
Volume (30-day avg) 19 | Beta 0.38 | 52 Weeks Range 56.73 - 75.88 | Updated Date 06/30/2025 |
52 Weeks Range 56.73 - 75.88 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.14% | Basic EPS (TTM) 3.38 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.1% | Operating Margin (TTM) 21.9% |
Management Effectiveness
Return on Assets (TTM) 3.09% | Return on Equity (TTM) 11.23% |
Valuation
Trailing PE 20.42 | Forward PE 19.19 | Enterprise Value 37367529642 | Price to Sales(TTM) 2.65 |
Enterprise Value 37367529642 | Price to Sales(TTM) 2.65 | ||
Enterprise Value to Revenue 4.8 | Enterprise Value to EBITDA 11.91 | Shares Outstanding 299124000 | Shares Floating 297056800 |
Shares Outstanding 299124000 | Shares Floating 297056800 | ||
Percent Insiders 0.51 | Percent Institutions 98.17 |
Analyst Ratings
Rating 4 | Target Price 75.27 | Buy 4 | Strong Buy 6 |
Buy 4 | Strong Buy 6 | ||
Hold 8 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CMS Energy Corporation
Company Overview
History and Background
CMS Energy Corporation was founded in 1987 as CMS Energy Corporation, the holding company of Consumers Energy, which dates back to 1886. It evolved from providing electricity and natural gas services in Michigan to a broader energy infrastructure company.
Core Business Areas
- Electric Utility: Consumers Energy, a subsidiary, generates, purchases, distributes, and sells electricity to approximately 1.9 million customers in Michigan.
- Gas Utility: Consumers Energy distributes and sells natural gas to approximately 1.8 million customers in Michigan.
- Enterprises: This includes independent power production and energy marketing.
Leadership and Structure
CMS Energy Corporation is led by Patti Poppe (CEO). The organizational structure includes various departments such as operations, finance, legal, and regulatory affairs.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Provides electricity to 1.9 million customers in Michigan. Market share within Michigan is significant but fluctuates. Competitors include DTE Energy (DTE).
- Natural Gas Distribution: Provides natural gas to 1.8 million customers in Michigan. Market share within Michigan is significant. Competitors include DTE Energy (DTE).
Market Dynamics
Industry Overview
The utility industry is undergoing a transformation with a focus on renewable energy, grid modernization, and energy efficiency. Regulations and environmental concerns heavily influence the industry.
Positioning
CMS Energy is a major player in the Michigan energy market, with a focus on reliability, affordability, and clean energy. It has a strong presence in both electricity and natural gas distribution.
Total Addressable Market (TAM)
The total addressable market for utilities in Michigan is estimated to be in the billions of dollars annually. CMS is well-positioned to capture a significant portion, with future growth tied to infrastructure modernization and renewable energy investments.
Upturn SWOT Analysis
Strengths
- Strong market position in Michigan
- Diversified energy portfolio
- Focus on renewable energy investments
- Established infrastructure network
Weaknesses
- Dependence on regulatory approvals
- Exposure to commodity price fluctuations
- High capital expenditure requirements
- Aging infrastructure in some areas
Opportunities
- Expanding renewable energy generation
- Modernizing grid infrastructure
- Increasing energy efficiency programs
- Acquiring smaller utility companies
Threats
- Changing regulatory landscape
- Increased competition from alternative energy sources
- Economic downturn affecting energy demand
- Cybersecurity risks to critical infrastructure
Competitors and Market Share
Key Competitors
- DTE (DTE)
- Edison International (EIX)
- Exelon Corporation (EXC)
Competitive Landscape
CMS Energy faces competition from other utilities and alternative energy providers. Its advantages include its strong market position in Michigan and its focus on renewable energy. Disadvantages could be regulatory constraints and high capital costs.
Major Acquisitions
EnerBank USA
- Year: 2020
- Acquisition Price (USD millions): 349
- Strategic Rationale: EnerBank USA acquisition provides financing options to homeowners for energy efficiency and renewable energy projects.
Growth Trajectory and Initiatives
Historical Growth: CMS Energy's growth has been driven by increased energy demand, infrastructure investments, and acquisitions.
Future Projections: Analyst projections depend on various factors, including regulatory changes, economic growth, and energy prices.
Recent Initiatives: Recent initiatives include investments in renewable energy projects, grid modernization efforts, and energy efficiency programs.
Summary
CMS Energy Corporation holds a strong position in the Michigan energy market, primarily through its subsidiary Consumers Energy. The company is heavily investing in renewable energy and modernizing its infrastructure, which are positive steps. However, it faces regulatory challenges and commodity price risks. Overall, CMS Energy is stable with a focus on sustainable growth, but needs to manage regulatory hurdles effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Financial Reports
- Industry Analysis Reports
- Analyst Estimates
- Company Website
- SEC Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market conditions and company performance can change over time.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CMS Energy Corporation
Exchange NYSE | Headquaters Jackson, MI, United States | ||
IPO Launch date 1984-12-31 | President, CEO & Director Mr. Garrick J. Rochow | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 8324 | Website https://www.cmsenergy.com |
Full time employees 8324 | Website https://www.cmsenergy.com | ||
CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and NorthStar Clean Energy. The Electric Utility segment is involved in the generation, purchase, distribution, and sale of electricity. This segment generates electricity through coal, wind, gas, renewable energy, oil, and nuclear sources. Its distribution system comprises 270 miles of high-voltage distribution overhead lines; 4 miles of high-voltage distribution underground lines; 4,646 miles of high-voltage distribution overhead lines; 18 miles of high-voltage distribution underground lines; 81,924 miles of electric distribution overhead lines; 9,775 miles of underground distribution lines; and 1,098 substations. The Gas Utility segment engages in the purchase, transmission, storage, distribution, and sale of natural gas, which includes 2,342 miles of transmission lines; 15 gas storage fields; 28,368 miles of distribution mains; and 8 compressor stations. The NorthStar Clean Energy segment is involved in the independent power production and marketing, including the development and operation of renewable generation. The company serves 1.9 million electric and 1.8 million gas customers, including residential, commercial, and diversified industrial customers. The company was incorporated in 1987 and is headquartered in Jackson, Michigan.
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