Cms Energy Stock Buy Hold or Sell Recommendation
| CMS Stock | USD 58.25 1.36 2.39% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding CMS Energy is 'Strong Hold'. Macroaxis provides CMS Energy buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CMS positions. The advice algorithm takes into account all of CMS Energy's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting CMS Energy's buy or sell advice are summarized below:
Real Value 59.99 | Target Price 61.93 | Hype Value 58.34 | Market Value 58.25 | Naive Value 57.71 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell CMS Energy given historical horizon and risk tolerance towards CMS Energy. When Macroaxis issues a 'buy' or 'sell' recommendation for CMS Energy, the advice is generated through an automated system that utilizes algorithms and statistical models.
CMS |
Execute CMS Energy Buy or Sell Advice
The CMS recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on CMS Energy. Macroaxis does not own or have any residual interests in CMS Energy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute CMS Energy's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Very Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
CMS Energy Trading Alerts and Improvement Suggestions
| CMS Energy has a very strong financial position based on the latest SEC filings | |
| Over 96.0% of the company shares are held by institutions such as insurance companies | |
| On 29th of February 2024 CMS Energy paid $ 0.515 per share dividend to its current shareholders | |
| Latest headline from investing.com: BMO raises CMS Energy stock target on strong outlook |
CMS Energy Returns Distribution Density
The distribution of CMS Energy's historical returns is an attempt to chart the uncertainty of CMS Energy's future price movements. The chart of the probability distribution of CMS Energy daily returns describes the distribution of returns around its average expected value. We use CMS Energy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of CMS Energy returns is essential to provide solid investment advice for CMS Energy.
| Mean Return | 0.02 | Value At Risk | -1.86 | Potential Upside | 1.69 | Standard Deviation | 1.14 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of CMS Energy historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
CMS Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as CMS Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading CMS Energy backward and forwards among themselves. CMS Energy's institutional investor refers to the entity that pools money to purchase CMS Energy's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | T. Rowe Price Associates, Inc. | 2023-12-31 | 5.3 M | Amvescap Plc. | 2023-12-31 | 4.7 M | Pictet Asset Manangement Sa | 2023-12-31 | 4.5 M | Dz Bank Ag Deutsche Zentral-genossenschaftsbank Frankfurt Am Main | 2023-12-31 | 4.3 M | Amundi | 2023-12-31 | 4.1 M | Bank Of New York Mellon Corp | 2023-12-31 | 4 M | Legal & General Group Plc | 2023-12-31 | 3.9 M | Exoduspoint Capital Management, Lp | 2023-12-31 | 3.9 M | Massachusetts Financial Services Company | 2023-12-31 | 3.5 M | Vanguard Group Inc | 2023-12-31 | 37 M | Blackrock Inc | 2023-12-31 | 29.3 M |
CMS Energy Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (18M) | 28M | 291M | (294M) | 66M | 69.3M | |
| Free Cash Flow | (446M) | (1.2B) | (390M) | (1.6B) | (265M) | (278.3M) | |
| Other Non Cash Items | (68M) | (734M) | (82M) | (60M) | (286M) | (271.7M) | |
| Dividends Paid | 436M | 467M | 509M | 546M | (579M) | (550.1M) | |
| Capital Expenditures | 2.2B | 2.4B | 2.2B | 2.5B | 2.6B | 1.4B | |
| Net Income | 682M | 752M | 1.3B | 813M | 808M | 848.4M | |
| End Period Cash Flow | 157M | 185M | 476M | 182M | 248M | 268.4M | |
| Change To Inventory | 44M | 28M | (93M) | (450M) | 185M | 194.3M | |
| Change To Netincome | 151M | (477M) | 466M | 5M | 4.5M | 4.3M | |
| Depreciation | 992M | 1.0B | 1.1B | 1.1B | 1.2B | 875.9M | |
| Investments | (2.8B) | (2.9B) | (1.2B) | (2.5B) | (3.4B) | (3.2B) | |
| Net Borrowings | 859M | 1.1B | 100M | 1.8B | 2.1B | 2.2B |
CMS Energy Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to CMS Energy or Multi-Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that CMS Energy's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a CMS stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.02 | |
β | Beta against NYSE Composite | 0.82 | |
σ | Overall volatility | 1.14 | |
Ir | Information ratio | -0.03 |
CMS Energy Volatility Alert
CMS Energy has relatively low volatility with skewness of 0.24 and kurtosis of 0.02. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure CMS Energy's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact CMS Energy's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.CMS Energy Fundamentals Vs Peers
Comparing CMS Energy's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze CMS Energy's direct or indirect competition across all of the common fundamentals between CMS Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as CMS Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of CMS Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing CMS Energy by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare CMS Energy to competition |
| Fundamentals | CMS Energy | Peer Average |
| Return On Equity | 0.1 | -0.31 |
| Return On Asset | 0.0273 | -0.14 |
| Profit Margin | 0.12 % | (1.27) % |
| Operating Margin | 0.23 % | (5.51) % |
| Current Valuation | 33 B | 16.62 B |
| Shares Outstanding | 298.62 M | 571.82 M |
| Shares Owned By Insiders | 0.48 % | 10.09 % |
| Shares Owned By Institutions | 96.24 % | 39.21 % |
| Number Of Shares Shorted | 11.66 M | 4.71 M |
| Price To Earning | 20.03 X | 28.72 X |
| Price To Book | 2.35 X | 9.51 X |
| Price To Sales | 2.31 X | 11.42 X |
| Revenue | 7.46 B | 9.43 B |
| Gross Profit | 2.76 B | 27.38 B |
| EBITDA | 2.78 B | 3.9 B |
| Net Income | 808 M | 570.98 M |
| Cash And Equivalents | 164 M | 2.7 B |
| Cash Per Share | 0.58 X | 5.01 X |
| Total Debt | 15.64 B | 5.32 B |
| Debt To Equity | 1.83 % | 48.70 % |
| Current Ratio | 2.03 X | 2.16 X |
| Book Value Per Share | 24.86 X | 1.93 K |
| Cash Flow From Operations | 2.31 B | 971.22 M |
| Short Ratio | 4.08 X | 4.00 X |
| Earnings Per Share | 3.01 X | 3.12 X |
| Price To Earnings To Growth | 2.23 X | 4.89 X |
| Target Price | 62.66 | |
| Number Of Employees | 8.36 K | 18.84 K |
| Beta | 0.38 | -0.15 |
| Market Capitalization | 16.99 B | 19.03 B |
| Total Asset | 33.52 B | 29.47 B |
| Retained Earnings | 1.66 B | 9.33 B |
| Working Capital | (56 M) | 1.48 B |
Note: Disposition of 3650 shares by Shaun Johnson of CMS Energy at 58.97 subject to Rule 16b-3 [view details]
CMS Energy Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as CMS . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About CMS Energy Buy or Sell Advice
When is the right time to buy or sell CMS Energy? Buying financial instruments such as CMS Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 12.5B | 15.4B | 15.6B | 9.3B | Total Assets | 28.8B | 31.4B | 33.5B | 19.7B |
Use Investing Ideas to Build Portfolios
In addition to having CMS Energy in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Latest Losers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 135 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Latest Losers Theme or any other thematic opportunities.
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Check out CMS Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy CMS Stock please use our How to Invest in CMS Energy guide.You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
Complementary 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.
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Is CMS Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of CMS Energy. If investors know CMS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about CMS Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.805 | Dividend Share 1.95 | Earnings Share 3.01 | Revenue Per Share 25.625 | Quarterly Revenue Growth (0.14) |
The market value of CMS Energy is measured differently than its book value, which is the value of CMS that is recorded on the company's balance sheet. Investors also form their own opinion of CMS Energy's value that differs from its market value or its book value, called intrinsic value, which is CMS Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because CMS Energy's market value can be influenced by many factors that don't directly affect CMS Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between CMS Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if CMS Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CMS Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.