Cms Energy Preferred Stock Performance
| CMS-PC Preferred Stock | USD 18.19 0.09 0.49% |
The firm shows a Beta (market volatility) of 0.32, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, CMS Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding CMS Energy is expected to be smaller as well. At this point, CMS Energy has a negative expected return of -0.1%. Please make sure to confirm CMS Energy's accumulation distribution, and the relationship between the potential upside and day median price , to decide if CMS Energy performance from the past will be repeated at future time.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days CMS Energy has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Preferred Stock's basic indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
| Begin Period Cash Flow | 476 M |
CMS |
CMS Energy Relative Risk vs. Return Landscape
If you would invest 1,943 in CMS Energy on November 4, 2024 and sell it today you would lose (124.00) from holding CMS Energy or give up 6.38% of portfolio value over 90 days. CMS Energy is producing return of less than zero assuming 0.9732% volatility of returns over the 90 days investment horizon. Simply put, 8% of all preferred stocks have less volatile historical return distribution than CMS Energy, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CMS Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CMS Energy's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as CMS Energy, and traders can use it to determine the average amount a CMS Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1062
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CMS-PC |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average CMS Energy is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of CMS Energy by adding CMS Energy to a well-diversified portfolio.
CMS Energy Fundamentals Growth
CMS Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of CMS Energy, and CMS Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on CMS Preferred Stock performance.
| Return On Equity | 0.0934 | ||||
| Return On Asset | 0.0261 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 21.14 B | ||||
| Price To Earning | 3.53 X | ||||
| Revenue | 8.6 B | ||||
| EBITDA | 1.42 B | ||||
| Cash And Equivalents | 168 M | ||||
| Cash Per Share | 0.58 X | ||||
| Total Debt | 15.43 B | ||||
| Debt To Equity | 1.83 % | ||||
| Book Value Per Share | 23.73 X | ||||
| Cash Flow From Operations | 855 M | ||||
| Earnings Per Share | 4.67 X | ||||
| Total Asset | 31.35 B | ||||
| Retained Earnings | 1.35 B | ||||
About CMS Energy Performance
By analyzing CMS Energy's fundamental ratios, stakeholders can gain valuable insights into CMS Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if CMS Energy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if CMS Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
CMS Energy Corporation operates as an energy company primarily in Michigan. The company was incorporated in 1987 and is headquartered in Jackson, Michigan. CMS ENERGY operates under UtilitiesRegulated Electric classification in the United States and is traded on New York Stock Exchange. It employs 8504 people.Things to note about CMS Energy performance evaluation
Checking the ongoing alerts about CMS Energy for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for CMS Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| CMS Energy generated a negative expected return over the last 90 days |
- Analyzing CMS Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether CMS Energy's stock is overvalued or undervalued compared to its peers.
- Examining CMS Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating CMS Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CMS Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of CMS Energy's preferred stock. These opinions can provide insight into CMS Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for CMS Preferred Stock analysis
When running CMS Energy's price analysis, check to measure CMS Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CMS Energy is operating at the current time. Most of CMS Energy's value examination focuses on studying past and present price action to predict the probability of CMS Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CMS Energy's price. Additionally, you may evaluate how the addition of CMS Energy to your portfolios can decrease your overall portfolio volatility.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |