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Upturn AI SWOT - About
CMS Energy Corp (CMSA)
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Upturn Advisory Summary
06/27/2025: 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.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $0
Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.02% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/27/2025 |
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 - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CMS Energy Corp
Company Overview
History and Background
CMS Energy Corporation was founded in 1987 as Consumers Power Company, later renamed CMS Energy Corporation in 1997. It evolved from a focus on natural gas and electricity to a diversified energy company with international operations and energy-related businesses.
Core Business Areas
- Electric Utility (Consumers Energy): Consumers Energy is the primary subsidiary, providing electricity to 6.8 million of Michigan's 10 million residents across the lower peninsula of Michigan.
- Gas Utility (Consumers Energy): Consumers Energy also provides natural gas to 1.8 million customers in Michigan.
- CMS Enterprises: CMS Enterprises develops, owns, and operates independent power generation facilities in the Midwest and Northeast.
Leadership and Structure
The leadership team is headed by the CEO, Rejji P. Hayes. The organizational structure includes various departments such as finance, operations, legal, and human resources, with oversight by a Board of Directors.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Electricity distribution to residential, commercial, and industrial customers in Michigan. Consumers Energy holds a significant market share in its service territory, competing with DTE Energy (DTE). Exact market share figures fluctuate but is typically around 40% of the Michigan market, with DTE serving a slightly larger portion. Competitors are DTE Energy and municipal electric utilities.
- Natural Gas Distribution: Natural gas distribution to residential, commercial, and industrial customers in Michigan. Consumers Energy is one of the largest natural gas distributors in the state, competing with SEMCO Energy and DTE Energy (DTE). Similar to Electricity, market share in its service territory is sizable, approaching or exceeding DTE Energy's share in some regions. Competitors are DTE Energy and SEMCO Energy.
- Power Generation: Operates power generation facilities which includes renewables. Revenue from this are rolled into Electricity Distribution. Key competitors are independent power producers and other utilities. Competitors are Calpine Corporation and NRG Energy.
Market Dynamics
Industry Overview
The utility industry is undergoing significant changes due to the shift toward renewable energy, increasing regulatory scrutiny, and evolving customer expectations. The industry is experiencing large investments into renewable generation, grid modernization and efficiency programs.
Positioning
CMS Energy Corp is a major player in the Michigan energy market, with a focus on providing reliable and affordable energy while transitioning to cleaner sources. Its competitive advantages include its established infrastructure, customer base, and regulatory relationships.
Total Addressable Market (TAM)
The TAM for utilities in Michigan is estimated to be in the billions of dollars annually. CMS Energy Corp is well-positioned to capture a significant portion of this market due to its extensive infrastructure and customer base. The US TAM for Utility is $882.00 Billion.
Upturn SWOT Analysis
Strengths
- Established infrastructure
- Large customer base
- Strong regulatory relationships
- Diversified energy portfolio
- Commitment to renewable energy
Weaknesses
- Dependence on regulatory approvals
- Exposure to commodity price fluctuations
- Aging infrastructure in some areas
- Vulnerability to extreme weather events
Opportunities
- Expansion of renewable energy generation
- Investment in grid modernization
- Growth in electric vehicle adoption
- Increased energy efficiency programs
- Development of new energy storage technologies
Threats
- Increasing regulatory scrutiny
- Rising interest rates
- Competition from alternative energy providers
- Cybersecurity threats
- Economic downturn
Competitors and Market Share
Key Competitors
- DTE (DTE)
- Edison International (EIX)
- Exelon (EXC)
Competitive Landscape
CMS Energy Corp faces competition from other utilities, independent power producers, and alternative energy providers. Its advantages include its established infrastructure, customer base, and regulatory relationships. Disadvantages include reliance on regulation.
Major Acquisitions
None Publically Announced
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: N/A
Growth Trajectory and Initiatives
Historical Growth: CMS Energy Corp's historical growth has been driven by increasing energy demand in Michigan, investments in renewable energy, and operational efficiencies.
Future Projections: Future growth is projected to be driven by continued investments in renewable energy, grid modernization, and new energy technologies. Analyst estimates can be found on financial websites.
Recent Initiatives: Recent initiatives include investments in solar and wind energy projects, grid modernization efforts, and energy efficiency programs.
Summary
CMS Energy Corp is a major utility player with a significant presence in Michigan. They are benefiting from the growth in demand and transitioning towards renewable energy. Their continued growth depends on the support of regulatory approvals. One area to watch out for is the potential impacts of economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial news websites
- Analyst reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share is estimated.
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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