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CMSCMS Energy Corporation
$77.02$23.8B
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  4. Financial Ratios

CMS Energy Corporation (CMS) Financial Ratios

Latest Ratios: P/E Ratio 21.8x · EV/EBITDA 14.6x · ROE 11.6%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

CMS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$23.8B$21.0B$19.9B$16.9B$18.4B$18.8B$17.5B$17.9B$14.0B$13.3B$11.6B
Enterprise Value$42.1B$39.3B$36.4B$32.4B$32.5B$30.9B$29.9B$31.0B$25.7B$23.6B$21.4B
P/E Ratio →21.8219.8120.0219.2922.2213.9623.1126.2921.4028.8421.02
P/S Ratio2.792.462.652.272.142.572.722.702.042.021.81
P/B Ratio2.382.162.272.082.422.622.873.532.932.972.71
P/FCF—————————332.05—
P/OCF10.659.408.397.3421.4810.3513.699.988.257.797.13

P/E links to full P/E history page with 30-year chart

CMS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.614.844.343.794.214.654.683.733.583.35
EV / EBITDA14.6413.6713.3413.4113.8513.6613.1414.7412.2510.6310.36
EV / EBIT24.3919.3119.8620.2822.9023.3422.7225.3420.8417.8116.98
EV / FCF—————————589.67—

CMS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin60.9%60.9%42.7%38.4%32.1%36.1%41.0%36.8%34.9%38.0%36.7%
Operating Margin20.2%20.2%19.8%16.6%14.2%15.6%19.2%16.8%16.9%20.3%19.6%
Net Profit Margin12.5%12.5%13.3%11.9%9.7%18.5%11.8%10.3%9.6%7.0%8.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE11.6%11.6%11.9%11.3%11.3%20.4%13.6%13.8%14.2%10.5%13.3%
ROA2.8%2.8%2.9%2.7%2.8%4.6%2.7%2.6%2.8%2.1%2.6%
ROIC4.9%4.9%4.6%4.1%4.5%4.6%5.0%4.8%5.6%7.0%6.9%
ROCE5.0%5.0%4.7%4.2%4.5%4.3%4.8%4.8%5.5%6.8%6.8%

CMS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.951.951.901.931.891.742.042.632.462.342.34
Debt / EBITDA6.586.586.086.496.105.535.476.325.624.734.85
Net Debt / Equity—1.891.881.901.871.682.042.602.432.302.28
Net Debt / EBITDA6.376.376.056.396.035.335.456.255.554.644.74
Debt / FCF—————————257.63—
Interest Coverage2.582.582.592.482.742.652.602.662.693.022.90

CMS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.980.980.790.981.151.190.780.860.940.890.86
Quick Ratio0.760.760.570.660.780.890.590.640.690.650.62
Cash Ratio0.170.170.030.080.050.210.010.050.060.070.09
Asset Turnover—0.210.210.220.270.250.220.250.280.290.30
Inventory Turnover4.224.225.604.905.227.026.586.926.886.076.47
Days Sales Outstanding———————————

CMS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield2.9%3.2%3.1%3.4%3.0%2.7%2.7%2.4%2.9%2.8%3.0%
Payout Ratio61.9%61.9%62.4%65.3%65.2%37.6%61.9%64.1%61.9%82.0%63.0%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.6%5.0%5.0%5.2%4.5%7.2%4.3%3.8%4.7%3.5%4.8%
FCF Yield—————————0.3%—
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield2.9%3.2%3.1%3.4%3.0%2.7%2.7%2.4%2.9%2.8%3.0%
Shares Outstanding—$301M$298M$292M$290M$290M$286M$284M$283M$281M$279M

Key Metrics

Growth RegimeExpanding
ProfitabilityStable
Balance SheetAdequate
Cash FlowBurning
Top Statement Risk

Regulatory concentration in Michigan

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Premium Valuation Reflects Regulatory Confidence

With a forward P/E of 20.29, CMS trades at a premium that suggests investors are pricing in consistent rate base growth, though the 2.8% dividend yield, as reported in recent financial data, remains modest compared to broader utility sector averages and fixed-income alternatives.

The current valuation appears to reflect market confidence in the company's ability to navigate the Michigan regulatory environment effectively. However, the elevated P/E relative to historical ranges warrants caution, as any regulatory friction could lead to multiple compression given the utility's sensitivity to interest rate shifts.

ROE Compression Signals Regulatory Lag

Based on the provided quarterly data, the earned ROE has fluctuated between 2.2% and 3.9% over the last ten quarters, which suggests a persistent gap between the company's actual returns and the authorized levels typically expected in a constructive regulatory environment.

This variance in earned ROE may indicate that the company is experiencing regulatory lag, where the timing of rate cases fails to fully capture the rising costs of capital and infrastructure investment. Investors should monitor whether future MPSC decisions provide the necessary headroom to align earned returns more closely with the authorized cost of equity.

Capital Structure Constrained by Investment

As reported in financial statements, the debt-to-capital ratio has remained consistently near 0.65, reflecting a capital structure that is heavily utilized to fund the company's aggressive infrastructure modernization program within its regulated service territory.

While this leverage level is generally consistent with regulated utility norms, the persistent reliance on debt to finance capital expenditures limits the company's financial flexibility. The interest coverage ratio, which has hovered around 2.5x to 2.9x, suggests that the balance sheet remains adequate but sensitive to any sustained increase in borrowing costs.

Payout Ratios Reflect Capital Intensity

According to the reported figures, the dividend payout ratio has shown significant volatility, ranging from 46.6% to 82.1% over the last ten quarters, which highlights the tension between returning capital to shareholders and funding the company's substantial ongoing capital expenditure requirements.

The fluctuation in payout levels suggests that dividend sustainability is closely tied to the timing of regulatory rate recovery and the success of O&M cost-reduction initiatives. Investors should interpret these shifts as a sign that the dividend policy is secondary to the company's primary objective of maintaining its regulated asset base.

Misapplication of P/E Multiples

The most commonly misapplied metric for CMS is the standard P/E ratio, which investors often use to compare the company against broader market indices, failing to account for the fact that utility valuations are primarily anchored to interest rates and regulatory authorized returns.

Using a standard P/E ignores the impact of regulatory accounting and the pass-through nature of fuel costs, which can artificially inflate or deflate earnings. A more appropriate analytical approach would involve focusing on the relationship between the market-to-book ratio and the earned ROE, which better captures the value created by the regulated rate base.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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CMS — Frequently Asked Questions

Quick answers to the most common questions about buying CMS stock.

What is CMS Energy Corporation's P/E ratio?

CMS Energy Corporation's current P/E ratio is 21.8x. The historical average is 18.4x. This places it at the 83th percentile of its historical range.

What is CMS Energy Corporation's EV/EBITDA?

CMS Energy Corporation's current EV/EBITDA is 14.6x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 11.8x.

What is CMS Energy Corporation's ROE?

CMS Energy Corporation's return on equity (ROE) is 11.6%. The historical average is 7.0%.

Is CMS stock overvalued?

Based on historical data, CMS Energy Corporation is trading at a P/E of 21.8x. This is at the 83th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is CMS Energy Corporation's dividend yield?

CMS Energy Corporation's current dividend yield is 2.86% with a payout ratio of 61.9%.

What are CMS Energy Corporation's profit margins?

CMS Energy Corporation has 60.9% gross margin and 20.2% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does CMS Energy Corporation have?

CMS Energy Corporation's Debt/EBITDA ratio is 6.6x, indicating high leverage. A ratio above 4x may signal elevated financial risk.