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Upturn AI SWOT - About
CMS Energy Corp (CMSA)
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Upturn Advisory Summary
10/17/2025: CMSA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 20.69% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.00B USD | Price to earnings Ratio 11.91 | 1Y Target Price - |
Price to earnings Ratio 11.91 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.32 - 24.38 | Updated Date 06/28/2025 |
52 Weeks Range 20.32 - 24.38 | Updated Date 06/28/2025 | ||
Dividends yield (FY) 6.33% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 11.91 | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
CMS Energy Corp
Company Overview
History and Background
CMS Energy Corporation was founded in 1987 as a holding company for Consumers Power Company (now Consumers Energy). Consumers Power was initially founded in 1886. CMS has evolved from a pure utility company to a diversified energy company, later refocusing on its core utility operations.
Core Business Areas
- Electric Utility (Consumers Energy): Generates, transmits, and distributes electricity to approximately 1.9 million customers in Michigan. This segment provides a large portion of the company's revenue.
- Natural Gas Utility (Consumers Energy): Purchases, stores, transports, and distributes natural gas to approximately 1.8 million customers in Michigan.
- CMS Enterprises: Independent Power Production. This segment owns/operates independent power plants, and generates clean, renewable energy.
Leadership and Structure
The leadership team is headed by Garrick Rochow as CEO. The organizational structure includes various departments such as operations, finance, and customer service, overseen by senior management.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Provides electricity to residential, commercial, and industrial customers in Michigan. Market share is significant within its service territory (Michigan). Competitors include DTE Energy (DTE).
- Natural Gas Distribution: Supplies natural gas to customers for heating, cooking, and other uses. Market share similar to electricity distribution within its service area. Competitors include DTE Energy (DTE).
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 major drivers.
Positioning
CMS Energy is a major player in the Michigan energy market, focusing on reliable service and renewable energy initiatives. They are well-positioned to benefit from the shift to cleaner energy sources.
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 within this TAM through its Consumers Energy subsidiary.
Upturn SWOT Analysis
Strengths
- Strong regulated utility business
- Large customer base in Michigan
- Increasing focus on renewable energy
- Consistent dividend payments
Weaknesses
- Reliance on regulatory approvals
- Exposure to commodity price fluctuations
- Dependence on Michigan economy
- High capital expenditure requirements
Opportunities
- Expansion of renewable energy portfolio
- Investment in smart grid technologies
- Growth in Michigan economy
- Federal infrastructure spending on grids
Threats
- Changes in regulatory policies
- Economic downturn in Michigan
- Increased competition from alternative energy sources
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- DTE (DTE)
- IDACORP (IDA)
- Edison International (EIX)
Competitive Landscape
CMS Energy benefits from its large customer base and focus on renewable energy. However, it faces competition from other utility companies, particularly DTE, and alternative energy providers.
Growth Trajectory and Initiatives
Historical Growth: Assess revenue and earnings growth over the past 5-10 years.
Future Projections: Based on analyst estimates, project future revenue and earnings growth. Need to review earnings calls.
Recent Initiatives: Highlight CMS Energy's recent investments in renewable energy and infrastructure upgrades.
Summary
CMS Energy is a stable utility company with a large customer base and a growing focus on renewable energy. The company's regulated business provides consistent earnings, but it faces challenges from regulatory changes and competition. CMS Energy's future growth depends on its ability to capitalize on renewable energy opportunities and manage its costs effectively. The company benefits from its position in Michigan.
Peer Comparison
Sources and Disclaimers
Data Sources:
- CMS Energy Investor Relations
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Publications
Disclaimers:
The information 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 qualified financial advisor.
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 Corp
Exchange NYSE | Headquaters - | ||
IPO Launch date 2018-03-12 | CEO - | ||
Sector Utilities | Industry Multiline Utilities | Full time employees 7822 | Website |
Full time employees 7822 | Website | ||
CMS Energy Corporation operates as an energy company primarily in Michigan. It operates through three segments: Electric Utility, Gas Utility, and Enterprises. The Electric Utility segment engages in the generation, purchase, transmission, distribution, and sale of electricity. It generates electricity through fossil-fuel-fired plants, as well as renewable energy and nuclear sources. This segment's transmission and distribution system includes 214 miles of transmission overhead lines; 188 miles of high-voltage distribution overhead lines; 4 miles of high-voltage distribution underground lines; 4,431 miles of high-voltage distribution overhead lines; 19 miles of high-voltage distribution underground lines; 56,098 miles of electric distribution overhead lines; 10,665 miles of underground distribution lines; and substations. The Gas Utility segment is involved in the purchase, transmission, storage, distribution, and sale of natural gas. This segment's gas transmission, storage, and distribution system comprises 1,672 miles of transmission lines; 15 gas storage fields; 28,194 miles of distribution mains; and 8 compressor stations. The Enterprises segment engages in the independent power production and marketing activities; and development of renewable generation. This segment owns interests in independent power plants totaling 1,203 megawatts. The company also operates an industrial bank providing unsecured consumer installment loans for financing home improvements. It serves 1.8 million electric customers and 1.8 million gas customers, including residential, commercial, and diversified industrial customers in Michigan's Lower Peninsula. CMS Energy Corporation was founded in 1987 and is headquartered in Jackson, Michigan.
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