Cms Energy Preferred Stock Performance
| CMS-PC Preferred Stock | USD 19.59 0.10 0.51% |
CMS Energy has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.21, which signifies not very significant fluctuations relative to the market. 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. CMS Energy currently shows a risk of 0.83%. Please confirm CMS Energy expected short fall, day median price, and the relationship between the potential upside and accumulation distribution , to decide if CMS Energy will be following its price patterns.
Risk-Adjusted Performance
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in CMS Energy are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, CMS Energy is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 476 M |
CMS |
CMS Energy Relative Risk vs. Return Landscape
If you would invest 1,887 in CMS Energy on September 2, 2024 and sell it today you would earn a total of 72.00 from holding CMS Energy or generate 3.82% return on investment over 90 days. CMS Energy is generating 0.0619% of daily returns assuming 0.8275% volatility of returns over the 90 days investment horizon. Simply put, 7% 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 = 0.0748
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| Cash | CMS-PC | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average CMS Energy is performing at about 5% of its full potential. 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 it 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.Evaluating CMS Energy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate CMS Energy's preferred stock performance include:- 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.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |