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Upturn AI SWOT - About
CMS 
CMS Energy Corporation (CMS)
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Upturn Advisory Summary
04/22/2025: CMS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -9.21% | Avg. Invested days 35 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.04B USD | Price to earnings Ratio 22.13 | 1Y Target Price 74.1 |
Price to earnings Ratio 22.13 | 1Y Target Price 74.1 | ||
Volume (30-day avg) 2792012 | Beta 0.34 | 52 Weeks Range 57.16 - 76.45 | Updated Date 04/22/2025 |
52 Weeks Range 57.16 - 76.45 | Updated Date 04/22/2025 | ||
Dividends yield (FY) 2.94% | Basic EPS (TTM) 3.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-04-23 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin 13.35% | Operating Margin (TTM) 23.48% |
Management Effectiveness
Return on Assets (TTM) 2.98% | Return on Equity (TTM) 11.23% |
Valuation
Trailing PE 22.13 | Forward PE 20.49 | Enterprise Value 38731751842 | Price to Sales(TTM) 2.93 |
Enterprise Value 38731751842 | Price to Sales(TTM) 2.93 | ||
Enterprise Value to Revenue 5.15 | Enterprise Value to EBITDA 12.61 | Shares Outstanding 299115008 | Shares Floating 296756859 |
Shares Outstanding 299115008 | Shares Floating 296756859 | ||
Percent Insiders 0.51 | Percent Institutions 97.14 |
Analyst Ratings
Rating 3.79 | Target Price 73.8 | 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, founded in 1886 as Consumers Power Company, is a Michigan-based energy company. It evolved from providing electricity to gas and expanded into other energy-related services. Over time, it transitioned into a holding company, focusing on energy infrastructure and generation.
Core Business Areas
- Electric Utility (Consumers Energy): Generates, transmits, and distributes electricity to approximately 6.8 million residents in the lower peninsula of Michigan.
- Gas Utility (Consumers Energy): Purchases, stores, distributes, and transports natural gas to approximately 1.8 million customers in Michigan.
- CMS Enterprises: Independent power producer with a portfolio of primarily renewable energy facilities.
Leadership and Structure
The company is led by Patti Poppe as CEO. It operates with a board of directors and a hierarchical organizational structure, with distinct business units responsible for specific areas.
Top Products and Market Share
Key Offerings
- Electricity: Consumers Energy provides electricity to residential, commercial, and industrial customers in Michigan. Market share is approximately 70% in its service territory. Competitors include DTE Energy.
- Natural Gas: Consumers Energy distributes natural gas to residential, commercial, and industrial customers. Market share is approximately 60% in its service territory. Competitors include DTE Energy.
- Renewable Energy: CMS Enterprises operates renewable energy facilities, generating electricity from solar, wind and other resources. Competitors include NextEra Energy Resources and Invenergy.
Market Dynamics
Industry Overview
The utility industry is currently characterized by increasing demand for renewable energy, regulatory changes, and infrastructure modernization needs.
Positioning
CMS Energy Corporation is a major player in the Michigan energy market, with a strong focus on regulated utility operations and a growing presence in renewable energy. Its competitive advantage lies in its established infrastructure and customer base.
Total Addressable Market (TAM)
The TAM for electricity and natural gas in Michigan is estimated at $15-20 billion annually. CMS Energy is positioned to capture a significant portion through its regulated utility operations. TAM for renewable energy is also increasing.
Upturn SWOT Analysis
Strengths
- Established infrastructure
- Large customer base
- Regulated utility operations
- Growing renewable energy portfolio
- Strong financial performance
Weaknesses
- Dependence on regulatory approvals
- Exposure to commodity price fluctuations
- Environmental liabilities
- High capital expenditure requirements
- Cybersecurity risks
Opportunities
- Expansion of renewable energy generation
- Infrastructure modernization projects
- Growth in electric vehicle adoption
- Increased demand for energy efficiency programs
- Technological advancements
Threats
- Changes in government regulations
- Increased competition from alternative energy providers
- Economic downturns
- Environmental regulations
- Cybersecurity breaches
Competitors and Market Share
Key Competitors
- DTE (DTE)
- NextEra Energy (NEE)
- Southern Company (SO)
Competitive Landscape
CMS Energy competes with other utilities on price, reliability, and service quality. Its competitive advantage lies in its strong presence in Michigan.
Major Acquisitions
EnerBank USA
- Year: 2020
- Acquisition Price (USD millions): 347
- Strategic Rationale: Acquisition will accelerate CMS Enterprisesu2019 growth in the renewables and energy solutions markets, enabling it to offer end-to-end solutions to customers.
Growth Trajectory and Initiatives
Historical Growth: CMS Energy has shown steady growth in revenue and earnings over the past few years, driven by infrastructure investments and increasing demand for energy.
Future Projections: Analysts predict continued growth for CMS Energy, driven by its focus on renewable energy and infrastructure modernization.
Recent Initiatives: CMS Energy is investing in renewable energy projects, upgrading its infrastructure, and implementing energy efficiency programs.
Summary
CMS Energy Corporation is a solid utility company with a strong presence in Michigan. It benefits from regulated utility operations and a growing focus on renewable energy. While dependence on regulatory approvals and commodity prices pose risks, CMS is well-positioned for future growth. CMS needs to be mindful of cybersecurity risks.
Similar Companies
DTE
DTE Energy Company
DTE
DTE Energy Company
EXC
Exelon Corporation
EXC
Exelon Corporation
NEE
Nextera Energy Inc
NEE
Nextera Energy Inc
SO
Southern Company
SO
Southern Company
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Yahoo Finance
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change.
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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