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CMS Energy

CMS-US · New York Stock Exchange
$71.99-0.37%
2026-07-31 close

CMS Energy — pricey right now, or cheap? And what signals are flashing today?

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2 gurus reporting 13F holdings — Bridgewater (founded by Ray Dalio), George Soros
AI Insight

Why these signals fired — only backtest-proven edge, told honestly

Why this signalSignal guide

Moving-average alignment
No

No active signal.

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Strong-buy signal — the real recordrecord · not a prediction

Not this one stock, but every strong-buy pick we actually published (US market). When this stock flashes the signal, it is treated by the same rule.(as of 2026-08-03)

Last 30 sessions
759 picks
Next-day win rate
58.8%
Avg next-day
+0.55%
vs market
+0.45%p

Beat the market on 57.6% of picks (each pick vs its own day’s market average).

Recent publish days (next-day win rate)
07-30 27.3%07-29 30.8%07-28 11.1%07-27 50%07-24 28.6%07-23 44.4%07-22 50%07-21 60%07-20 33.3%07-17 37.5%07-16 16.7%07-15 50%
This stock has not flashed this signal recently — the record above is the signal’s own, not this stock’s.

Entry is the latest close at publish time; next-day is the following close. “Market” is the equal-weighted average of every stock in the same market that day; delisted names are excluded from both. Fees, taxes and slippage are not included. An observed record over a short window, not a pre-registered backtest. Not investment advice.

Valuation Grades

Relative to 85 유틸리티 peers · not investment advice

Pro unlocks the composite grade, 5 factors and sector rank · ₩19,900/mo

Valuation in its own history

PER 22.18 · PBR 2.7 — own history (2000-01~) percentiles 41/100 · 17/100

PER41/100
PBR17/100

Higher indicates lower valuation relative to its history (based on earnings and book yields).

Earnings percentiles can fluctuate for cyclical companies (including loss periods), so the book basis is shown alongside. Companies with large share buybacks can have structurally high PBR. Factual information, not investment advice.

Annual dividend

Split-adjusted annual DPS history and available grade axes

Annual dividend per share chart1973: $2.0019731974: $2.001975: $2.001976: $2.001977: $2.091978: $2.181979: $2.301980: $2.3619801981: $2.361982: $2.441983: $2.461984: $1.081985: No dividend paid19851986: No dividend paid1987: No dividend paid1988: No dividend paid1989: $0.101990: $0.3219901991: $0.481992: $0.481993: $0.601994: $0.781995: $0.9019951996: $1.021997: $1.141998: $1.261999: $1.392000: $1.4620002001: $1.462002: $1.092003: No dividend paid2004: No dividend paid2005: No dividend paid20052006: No dividend paid2007: $0.202008: $0.362009: $0.502010: $0.6620102011: $0.842012: $0.962013: $1.022014: $1.082015: $1.1620152016: $1.242017: $1.332018: $1.432019: $1.532020: $1.6320202021: $1.742022: $1.842023: $1.952024: $2.062025: $2.17$2.172025
Annual dividend (per share · split-adjusted) · as of 2025
Consistency
B+
Growth
B
Yield
B+
Safety
B+
Reference indicatorView observed cut rates

Paid 19 consecutive years · Raised 18 consecutive years · Yield 3.01% (based on 2025 payment of $2.17) · 3-year growth +5.7%

Per-share amount adjusted for splits and capital reductions · Factual information, not investment advice.

Financial safety

Reference indicatorAs of 2024
Distress zoneFinancial-metric reference signal
Altman Z'' zoneZ'' 0.66
Distress
Grey
Safe
The marker shows the current Z'' value within the displayed zones.
Altman Z''
0.66
Beneish M-Score
-2.54

No statistical flag

Sloan accrual
-3.81%

부실·조작 위험을 나타내는 사실 지표입니다. 투자 조언이 아니며, 검증 전이라 참고용입니다.

Factual information, not investment advice.

Earnings quality · Piotroski F-Score

6/9Moderate

Piotroski measures year-over-year financial improvement, not absolute quality.

Financial improvement score6/9

Profitability

  • Positive ROAPass
  • Positive OCFPass
  • Improving ΔROAPass
  • Accruals (OCF > net income)Pass

Leverage & liquidity

  • Lower debtPass
  • Higher current ratioNot passed
  • No new sharesPass

Efficiency

  • Higher gross marginNot passed
  • Higher asset turnoverNot passed

Calculation note: F7(신주)은 equity/asset 유지로 근사

Already-stable companies may score lower when year-over-year improvement is limited.

Factual information, not investment advice.

Industry structure

USAs of 2026-08-03

유틸리티

This stock is in 유틸리티: revenue rank 22 of 74, share 1.6%.

22 / 741.6%revenue share

Who dominates this industry?

  1. 1Duke Energy6.8%
  2. 2NRG Energy6.3%
  3. 3Southern5.7%
  4. 4NextEra Energy5.6%
  5. 5PG&E5.5%
  6. 6CMS Energy1.6%

Concentration

DistributedCR3 18.9%
HHI 37474 revenue members

HHI and CR3 are separate industrial-organization facts; they are not the polarization verdict.

Polarization

MixedConsistent

Polarization measures industry gaps and structure, not valuation, forecast, or investment advice.

Margin lens

IQR%p
15.85
Direction
확대
Level
넓음
Years
8

Value lens

P90/P10
7.8
Median P/B
2.08
Level
보통
n
71

Survivorship note: 현재 산업 멤버십을 과거 연도에 소급 적용 — 과거 진입·퇴출 기업 미반영(복원 불가)

Factual information, not investment advice.

Risk sensitivity — adverse assumptions

Metric changes under stated assumptions; not a forecast or investment advice.

Base metrics

Operating margin
22.2%
Interest coverage
2.2x
Return on equity (ROE)
12.2%

Operating margin −5pp

Tolerable
Interest coverageBase 2.2x adverse case 1.7x
Return on equity (ROE)Base 12.2% adverse case 6.2%

Revenue −15%

Tolerable
Interest coverageBase 2.2x adverse case 1.9x
Return on equity (ROE)Base 12.2% adverse case 7.7%

Interest rate +2pp

Interest coverage risk
Interest coverageBase 2.2x adverse case 1.2x
Return on equity (ROE)Base 12.2% adverse case 3.9%

Interest coverage limit

Current margin 12.1pp

Interest coverage limit at an operating margin of 10.1%

Interest expense coverage threshold

Financials at a glance

CMS Energy's latest results and balance sheet. The bars track the last three periods.

Who held it · filings

Filed record

A historical record from curated-guru 13F filings and DART 5%+ major-holding disclosures.

US 13F는 분기 공시이며 최대 45일 뒤 제출될 수 있습니다.

Curated gurus reporting this holding

A curated subset of well-known investors — not the full institutional ownership.

  • Bridgewater Associates35,626주2026-03-31 · 증감 0주
  • Soros Fund Management1,034,397주2026-03-31 · 증감 0주

Connections

AI-extracted related companies · for reference

Suppliers
Great Lakes Transmission Limited Partnership
Customers
Consumers Energy
Same theme
Consumers Energy Solar GardensCMS Enterprises
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📦 ETFs holding this stock

by weight · top-10 constituents basis

Passive money holding this stock ≈ $25M(lower bound — top-10 basis, not a forecast)

Factual holdings info from daily disclosures — not a recommendation.

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Recent filings

Filings for overseas stocks are on the way. For now we cover Korean stocks only.

Signal history (last ~2 years)

Every occurrence on this stock, with the return 20 trading days later. Small sample — a record, not a prediction.

New MA alignment×1
26-07-07·

“·” = fewer than 20 trading days since the event. Cup-and-handle entries are days our board actually showed the badge (archive grows daily since 2026-05-12); others are recomputed from price data.

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