Cms Energy Stock Alpha and Beta Analysis

CMS Stock  USD 69.96  0.15  0.21%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as CMS Energy. It also helps investors analyze the systematic and unsystematic risks associated with investing in CMS Energy over a specified time horizon. Remember, high CMS Energy's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to CMS Energy's market risk premium analysis include:
Beta
0.18
Alpha
(0.04)
Risk
0.96
Sharpe Ratio
(0.06)
Expected Return
(0.06)
Please note that although CMS Energy alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, CMS Energy did 0.04  worse than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of CMS Energy stock's relative risk over its benchmark. CMS Energy has a beta of 0.18  . 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 time, CMS Energy's Book Value Per Share is comparatively stable compared to the past year. Tangible Book Value Per Share is likely to gain to 30.86 in 2025, whereas Enterprise Value Over EBITDA is likely to drop 11.24 in 2025.

CMS Energy Quarterly Cash And Equivalents

362 Million

Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Check out CMS Energy Backtesting, CMS Energy Valuation, CMS Energy Correlation, CMS Energy Hype Analysis, CMS Energy Volatility, CMS Energy History and analyze CMS Energy Performance.
For more information on how to buy CMS Stock please use our How to Invest in CMS Energy guide.

CMS Energy Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. CMS Energy market risk premium is the additional return an investor will receive from holding CMS Energy long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in CMS Energy. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate CMS Energy's performance over market.
α-0.04   β0.18

CMS Energy expected buy-and-hold returns

Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of CMS Energy's Buy-and-hold return. Our buy-and-hold chart shows how CMS Energy performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.

CMS Energy Market Price Analysis

Market price analysis indicators help investors to evaluate how CMS Energy stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading CMS Energy shares will generate the highest return on investment. By understating and applying CMS Energy stock market price indicators, traders can identify CMS Energy position entry and exit signals to maximize returns.

CMS Energy Return and Market Media

The median price of CMS Energy for the period between Tue, Sep 30, 2025 and Mon, Dec 29, 2025 is 72.71 with a coefficient of variation of 2.33. The daily time series for the period is distributed with a sample standard deviation of 1.69, arithmetic mean of 72.53, and mean deviation of 1.44. The Stock received substential amount of media coverage during this period.
 Price Growth (%)  
       Timeline  
1
Examining the Future NiSources Earnings Outlook
10/28/2025
2
Duff Phelps Investment Management Co. Purchases 71,620 Shares of CMS Energy Corporation CMS
11/17/2025
3
Horizon Kinetics Asset Management LLC Sells 3,378 Shares of CMS Energy Corporation CMS
11/25/2025
 
CMS Energy dividend paid on 26th of November 2025
11/26/2025
4
CMS Energy SP 500 Today Strengthening Regional Energy
12/01/2025
5
Head-To-Head Comparison CMS Energy Premier
12/05/2025
6
CMS Energy Corporation CMS Position Increased by Bank of Nova Scotia
12/10/2025
7
Is CMS Energy Stock Underperforming the SP 500
12/11/2025
8
Acquisition by Garrick Rochow of 1796 shares of CMS Energy subject to Rule 16b-3
12/19/2025
9
How Investors Are Reacting To CMS Energy Upgraded Earnings Guidance And Data Center Demand Tailwinds
12/22/2025
10
CMS Energy Poised to Gain From Renewable Expansion Investments
12/26/2025

About CMS Energy Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including CMS or other stocks. Alpha measures the amount that position in CMS Energy has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
 2022 2023 2024 2025 (projected)
Dividend Yield0.02980.03420.03160.0252
Price To Sales Ratio2.132.272.642.77

CMS Energy Upcoming Company Events

As portrayed in its financial statements, the presentation of CMS Energy's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, CMS Energy's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of CMS Energy's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of CMS Energy. Please utilize our Beneish M Score to check the likelihood of CMS Energy's management manipulating its earnings.
1st of February 2024
Upcoming Quarterly Report
View
25th of April 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
1st of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

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Additional Tools for CMS 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.