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Upturn AI SWOT - About
CMS 
CMS Energy Corporation (CMS)
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Upturn Advisory Summary
09/17/2025: CMS (1-star) is a SELL. SELL since 2 days. Simulated Profits (-2.45%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $76.46
1 Year Target Price $76.46
| 6 | Strong Buy |
| 4 | Buy |
| 8 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.86% | Avg. Invested days 39 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.94B USD | Price to earnings Ratio 20.64 | 1Y Target Price 76.46 |
Price to earnings Ratio 20.64 | 1Y Target Price 76.46 | ||
Volume (30-day avg) 19 | Beta 0.38 | 52 Weeks Range 62.54 - 75.33 | Updated Date 09/17/2025 |
52 Weeks Range 62.54 - 75.33 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 2.95% | Basic EPS (TTM) 3.39 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.76% | Operating Margin (TTM) 19.8% |
Management Effectiveness
Return on Assets (TTM) 3.08% | Return on Equity (TTM) 11.31% |
Valuation
Trailing PE 20.64 | Forward PE 18.15 | Enterprise Value 38366508851 | Price to Sales(TTM) 2.61 |
Enterprise Value 38366508851 | Price to Sales(TTM) 2.61 | ||
Enterprise Value to Revenue 4.79 | Enterprise Value to EBITDA 11.95 | Shares Outstanding 299335008 | Shares Floating 297228139 |
Shares Outstanding 299335008 | Shares Floating 297228139 | ||
Percent Insiders 0.52 | Percent Institutions 101.01 |
Upturn AI SWOT
CMS Energy Corporation
Company Overview
History and Background
CMS Energy Corporation was founded in 1987 as Consumers Power Company and became CMS Energy Corporation in 1997. It is headquartered in Jackson, Michigan. It is primarily involved in the generation, transmission, and distribution of electricity and natural gas.
Core Business Areas
- Electric: Through Consumers Energy, generates, purchases, distributes, and sells electricity to approximately 1.9 million customers in Michigan.
- Gas: Through Consumers Energy, purchases, stores, distributes, and sells natural gas to approximately 1.8 million customers in Michigan.
- Enterprises: Engages in independent power production and energy-related businesses.
Leadership and Structure
The current CEO is Garrick Rochow. The organizational structure is that of a holding company with Consumers Energy as its primary subsidiary.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Distributes electricity to residential, commercial, and industrial customers. Market share is difficult to pinpoint precisely across the entire US, but Consumers Energy has a significant share in Michigan. Competitors include DTE Energy in Michigan.
- Market Share (%):
- Market Share (%):
- Natural Gas Distribution: Distributes natural gas to residential, commercial, and industrial customers. Consumers Energy maintains a major portion of the natural gas market share in the lower penninsula. Competitors include DTE Energy in Michigan.
- Market Share (%):
- Renewable Energy: CMS Energy is expanding its renewable energy portfolio, including wind and solar. While specific market share is not readily available, this area is becoming more critical. Competitors include NextEra Energy and other renewable energy developers.
Market Dynamics
Industry Overview
The utility industry is undergoing significant transformation due to increasing demand for renewable energy, regulatory changes, and technological advancements such as smart grids.
Positioning
CMS Energy is a major player in the Michigan energy market. Its competitive advantages include a strong infrastructure network and a focus on sustainability.
Total Addressable Market (TAM)
The total US electricity and natural gas market is estimated to be worth hundreds of billions of dollars annually. CMS Energy is positioned to capture a share of this market, particularly in the Midwest, through its regulated utility operations and investments in renewable energy. A full market report would give a more detailed overview.
Upturn SWOT Analysis
Strengths
- Strong regional presence in Michigan
- Regulated utility operations provide stable revenue streams
- Growing renewable energy portfolio
- Commitment to infrastructure modernization
Weaknesses
- Geographic concentration limits growth potential
- Vulnerable to regulatory changes
- Reliance on traditional energy sources
Opportunities
- Expansion of renewable energy generation
- Investments in smart grid technologies
- Potential for acquisitions in the energy sector
- Government incentives for clean energy projects
Threats
- Rising interest rates
- Fluctuations in natural gas prices
- Increasing competition from alternative energy providers
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- DTE (DTE)
- Exelon (EXC)
- American Electric Power (AEP)
Competitive Landscape
CMS Energy competes with other utility companies in the Midwest region. Its advantages include a strong regional presence and a focus on sustainability. Disadvantages include geographic concentration and reliance on traditional energy sources.
Growth Trajectory and Initiatives
Historical Growth: CMS Energy's growth has been driven by its regulated utility operations and investments in renewable energy.
Future Projections: Analyst estimates project continued growth for CMS Energy, driven by increased demand for electricity and investments in renewable energy. A detailed analyst report would have more information.
Recent Initiatives: Recent initiatives include investments in renewable energy projects, infrastructure modernization, and customer service improvements.
Summary
CMS Energy is a large utility company operating primarily in Michigan, with a focus on regulated electricity and natural gas distribution. The company is investing heavily in renewable energy. Key strengths include its strong regional presence and stable revenue streams from regulated utility operations. CMS Energy needs to be prepared for risks such as regulatory changes, cybersecurity threats, and fluctuations in natural gas prices.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Industry Reports
- Analyst Reports (FactSet)
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is estimated and may vary depending on the source.
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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