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Upturn AI SWOT - About
CMS 
CMS Energy Corporation (CMS)
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Upturn Advisory Summary
08/14/2025: 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 $76.31
1 Year Target Price $76.31
| 6 | Strong Buy |
| 4 | Buy |
| 8 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -2.32% | Avg. Invested days 36 | 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 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 21.73B USD | Price to earnings Ratio 21.41 | 1Y Target Price 76.31 |
Price to earnings Ratio 21.41 | 1Y Target Price 76.31 | ||
Volume (30-day avg) 19 | Beta 0.35 | 52 Weeks Range 62.54 - 75.33 | Updated Date 08/15/2025 |
52 Weeks Range 62.54 - 75.33 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 2.88% | Basic EPS (TTM) 3.39 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-23 | When Before Market | Estimate 0.6807 | Actual 0.71 |
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 21.41 | Forward PE 20.16 | Enterprise Value 39153761113 | Price to Sales(TTM) 2.71 |
Enterprise Value 39153761113 | Price to Sales(TTM) 2.71 | ||
Enterprise Value to Revenue 4.88 | Enterprise Value to EBITDA 12.19 | Shares Outstanding 299335008 | Shares Floating 297249093 |
Shares Outstanding 299335008 | Shares Floating 297249093 | ||
Percent Insiders 0.52 | Percent Institutions 102.07 |
Upturn AI SWOT
CMS Energy Corporation
Company Overview
History and Background
CMS Energy Corporation was founded in 1987 as Consumers Power Company and later became CMS Energy in 1997. It has evolved from a single-state utility to a diversified energy company with operations across North America.
Core Business Areas
- Electric: Generation, distribution, and sales of electricity. Serves 1.8 million customers in Michigan.
- Gas: Purchasing, transmission, storage, distribution, and sales of natural gas. Serves 1.8 million customers in Michigan.
- CMS Enterprises: Independent power production and energy marketing. Operates power plants throughout North America.
Leadership and Structure
The leadership team includes the CEO, CFO, and various vice presidents overseeing different business units. The organizational structure is hierarchical, with distinct divisions for electric, gas, and enterprises.
Top Products and Market Share
Key Offerings
- Electricity: Electricity generation and distribution to residential, commercial, and industrial customers. Market share in Michigan approximately 50%. Competitors include DTE Energy and municipal utilities. Revenue not publicly broken down by product, but electricity contributes significantly to total revenue. Competitors include DTE Energy (DTE), Indiana Michigan Power (AEP), and various municipal and cooperative utilities.
- Natural Gas: Natural gas distribution to residential, commercial, and industrial customers. Market share in Michigan approximately 50%. Competitors include DTE Energy and SEMCO Energy. Revenue not publicly broken down by product, but natural gas contributes significantly to total revenue. Competitors include DTE Energy (DTE), SEMCO Energy, and various municipal and cooperative utilities.
- Independent Power Production: Electricity production from power plants primarily under long-term contracts. Revenue generation is dependent on the amount of energy produced and current energy prices. Competitors include NextEra Energy Resources (NEE), NRG Energy (NRG), and Vistra (VST).
Market Dynamics
Industry Overview
The utility industry is undergoing a transition towards renewable energy sources and smart grid technologies. Regulatory frameworks and environmental concerns are key factors.
Positioning
CMS Energy Corporation is a major player in the Michigan energy market with a focus on reliability, affordability, and sustainability. The company is actively investing in renewable energy and grid modernization.
Total Addressable Market (TAM)
The TAM for electricity and natural gas in Michigan is estimated to be in the billions of dollars annually. CMS Energy is well-positioned to capture a significant portion of this market due to its established infrastructure and customer base.
Upturn SWOT Analysis
Strengths
- Large, established customer base
- Integrated utility operations (electric and gas)
- Diversified generation portfolio including renewables
- Strong regulatory relationships in Michigan
- Consistent dividend payments
Weaknesses
- Dependence on regulatory approvals
- Exposure to commodity price fluctuations
- High capital expenditures
- Geographic concentration in Michigan
Opportunities
- Growth in renewable energy demand
- Expansion of smart grid technologies
- Infrastructure upgrades and modernization
- Potential acquisitions and partnerships
- Federal and State incentives for renewable projects
Threats
- Increasing competition from alternative energy sources
- Changes in government regulations
- Economic downturns impacting energy demand
- Cybersecurity risks
- Environmental regulations and compliance costs
Competitors and Market Share
Key Competitors
- DTE Energy (DTE)
- Ameren (AEE)
- Alliant Energy (LNT)
Competitive Landscape
CMS Energy Corporation's advantages include its strong presence in Michigan and its diversified generation portfolio. Disadvantages include its geographic concentration and dependence on regulatory approvals.
Major Acquisitions
EnerBank USA
- Year: 2020
- Acquisition Price (USD millions): 397
- Strategic Rationale: Financing and home improvement solutions to energy efficiency projects for customers
Growth Trajectory and Initiatives
Historical Growth: CMS Energy Corporation has experienced steady growth driven by increasing energy demand and investments in renewable energy.
Future Projections: Analysts project continued growth in revenue and earnings per share driven by renewable energy projects and infrastructure investments. Expected revenue CAGR of 4-5%.
Recent Initiatives: Recent strategic initiatives include investments in renewable energy projects, grid modernization efforts, and expansion of energy efficiency programs.
Summary
CMS Energy is a stable utility company with a solid presence in Michigan. Its renewable energy investments position it well for future growth. Regulatory dependence and commodity price volatility remain key watchouts. Solid dividend growth supports investor returns. The company has some debt that must be considered when taking long term investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations Website
- Analyst Reports
- Various Financial data providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to 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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