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Upturn AI SWOT - About
CMS 
CMS Energy Corporation (CMS)
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Upturn Advisory Summary
11/12/2025: 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.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $78.31
1 Year Target Price $78.31
| 6 | Strong Buy |
| 4 | Buy |
| 8 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.63% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.78B USD | Price to earnings Ratio 21.57 | 1Y Target Price 78.31 |
Price to earnings Ratio 21.57 | 1Y Target Price 78.31 | ||
Volume (30-day avg) 19 | Beta 0.47 | 52 Weeks Range 62.07 - 75.54 | Updated Date 11/12/2025 |
52 Weeks Range 62.07 - 75.54 | Updated Date 11/12/2025 | ||
Dividends yield (FY) 2.89% | Basic EPS (TTM) 3.47 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-30 | When Before Market | Estimate 0.85 | Actual 0.93 |
Profitability
Profit Margin 12.62% | Operating Margin (TTM) 26.17% |
Management Effectiveness
Return on Assets (TTM) 3.25% | Return on Equity (TTM) 11.23% |
Valuation
Trailing PE 21.57 | Forward PE 19.23 | Enterprise Value 40472921795 | Price to Sales(TTM) 2.75 |
Enterprise Value 40472921795 | Price to Sales(TTM) 2.75 | ||
Enterprise Value to Revenue 4.88 | Enterprise Value to EBITDA 12.2 | Shares Outstanding 304319765 | Shares Floating 302213872 |
Shares Outstanding 304319765 | Shares Floating 302213872 | ||
Percent Insiders 0.51 | Percent Institutions 97.41 |
Upturn AI SWOT
CMS Energy Corporation
Company Overview
History and Background
CMS Energy Corporation was founded in 1987 as CMS Energy, a holding company for Consumers Power (now Consumers Energy). It evolved from serving the electricity and natural gas needs of Michigan residents and businesses to becoming a diversified energy company with investments in independent power production.
Core Business Areas
- Consumers Energy: Consumers Energy is the primary subsidiary, engaged in the generation, purchase, transmission, distribution, and sale of electricity and natural gas to approximately 6.8 million of Michigan's 10 million residents.
- CMS Enterprises: CMS Enterprises develops, owns and operates independent power generation facilities and energy-related businesses. It focuses on owning and operating clean and renewable energy projects.
Leadership and Structure
CMS Energy is led by Patti Poppe (CEO). The organizational structure includes various divisions and departments responsible for different aspects of the business, reporting to the executive leadership team and the Board of Directors.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Consumers Energy distributes electricity to approximately 1.9 million customers in Michigan. Market share of electricity distribution in Michigan is estimated at approximately 70%. Competitors include DTE Energy (DTE).
- Natural Gas Distribution: Consumers Energy distributes natural gas to approximately 1.8 million customers in Michigan. Market share of natural gas distribution in Michigan is estimated at approximately 60%. Competitors include DTE Energy (DTE).
- Independent Power Production: CMS Enterprises owns and operates power generation facilities, selling electricity to utilities and other customers. Revenue varies based on market prices and output.
Market Dynamics
Industry Overview
The energy industry is undergoing a significant transformation driven by factors like renewable energy mandates, technological advancements, and evolving consumer preferences. The industry is shifting towards cleaner energy sources and smart grid technologies.
Positioning
CMS Energy is positioned as a leading energy provider in Michigan, focusing on providing reliable and affordable energy while transitioning to a cleaner energy future. Competitive advantages include its established infrastructure, strong customer base, and commitment to renewable energy.
Total Addressable Market (TAM)
The total addressable market for electricity and natural gas in Michigan is estimated to be in the billions of dollars annually. CMS Energy is positioned to capture a significant portion of this market through its existing infrastructure and customer base. The increasing focus on renewable energy projects allows for further market penetration. The estimated TAM for Independent Power Production in the US is $50 billion.
Upturn SWOT Analysis
Strengths
- Dominant market position in Michigan
- Established infrastructure and customer base
- Commitment to renewable energy
- Experienced management team
- Strong regulatory relationships
Weaknesses
- Dependence on regulated markets
- Exposure to commodity price fluctuations
- Capital intensive operations
- Vulnerability to weather-related events
- Environmental liabilities
Opportunities
- Expansion of renewable energy portfolio
- Investment in smart grid technologies
- Growth in energy storage solutions
- Infrastructure modernization programs
- New market opportunities in energy-related services
Threats
- Increasing competition from other energy providers
- Changes in government regulations
- Technological disruptions
- Economic downturns
- Rising interest rates
Competitors and Market Share
Key Competitors
- DTE (DTE)
- Ameren (AEE)
- NextEra Energy (NEE)
Competitive Landscape
CMS Energy benefits from its established market position in Michigan. However, it faces competition from other energy providers and must continue to innovate and invest in new technologies to maintain its competitive edge.
Major Acquisitions
Entergy Vermont Yankee Nuclear Power Plant
- Year: 2019
- Acquisition Price (USD millions): 40
- Strategic Rationale: Acquisition of the Vermont Yankee Nuclear Power Plant was for decommissioning and site restoration, not ongoing power production, aligning with CMS Energy's focus on clean energy and responsible asset management.
Growth Trajectory and Initiatives
Historical Growth: CMS Energy has experienced steady growth in revenues and earnings over the past few years, driven by investments in infrastructure and renewable energy projects.
Future Projections: Analysts project continued growth for CMS Energy, driven by increasing demand for electricity and natural gas, as well as the company's investments in renewable energy. Revenue is expected to grow by 3-5% annually.
Recent Initiatives: Recent strategic initiatives include investing in smart grid technologies, expanding the renewable energy portfolio, and modernizing existing infrastructure.
Summary
CMS Energy is a stable utility company with a dominant position in Michigan. Their commitment to renewable energy positions them well for future growth. Dependence on regulated markets and exposure to commodity prices require careful management. Overall CMS is a stable and growing company with a good future.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Investor Presentations
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance can change, so it is essential to conduct thorough research before making any investment decisions.
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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