CMS Energy [CMS] vs Southern Company [SO] Detailed Stock Comparison
CMS Energy
NYSE
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Southern Company
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: CMS Energy wins in 9 metrics, Southern Company wins in 11 metrics, with 0 ties. Southern Company appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | CMS Energy | Southern Company | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 21.86 | 24.81 | CMS Energy |
| Price-to-Book Ratio | 2.72 | 3.10 | CMS Energy |
| Debt-to-Equity Ratio | 201.15 | 189.66 | Southern Company |
| PEG Ratio | 20.70 | 22.22 | CMS Energy |
| EV/EBITDA | 14.07 | 13.36 | Southern Company |
| Profit Margin (TTM) | 12.76% | 15.10% | Southern Company |
| Operating Margin (TTM) | 19.80% | 27.48% | Southern Company |
| EBITDA Margin (TTM) | 19.80% | 27.48% | Southern Company |
| Return on Equity | 11.31% | 11.23% | CMS Energy |
| Return on Assets (TTM) | 3.08% | 3.36% | Southern Company |
| Free Cash Flow (TTM) | $-808.00M | $833.00M | Southern Company |
| Dividend Yield | 2.30% | 2.44% | Southern Company |
| 1-Year Return | 12.37% | 9.09% | CMS Energy |
| Price-to-Sales Ratio (TTM) | 2.77 | 3.72 | CMS Energy |
| Enterprise Value | $40.19B | $178.49B | Southern Company |
| EV/Revenue Ratio | 5.01 | 6.29 | CMS Energy |
| Gross Profit Margin (TTM) | 38.85% | 50.05% | Southern Company |
| Revenue per Share (TTM) | $27 | $26 | CMS Energy |
| Earnings per Share (Diluted) | $3.39 | $3.87 | Southern Company |
| Beta (Stock Volatility) | 0.35 | 0.36 | CMS Energy |
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends
CMS Energy vs Southern Company Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| CMS Energy | -1.41% | -0.81% | 5.92% | 1.21% | 6.22% | 10.45% |
| Southern Company | -0.69% | -0.32% | 3.76% | 4.85% | 10.74% | 15.38% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| CMS Energy | 12.37% | 5.48% | 20.71% | 108.19% | 323.33% | 368.99% |
| Southern Company | 9.09% | 21.21% | 76.79% | 104.38% | 164.20% | 176.95% |
Performance & Financial Health Analysis: CMS Energy vs Southern Company
| Metric | CMS | SO |
|---|---|---|
| Market Information | ||
| Market Cap | $22.18B | $105.60B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 2,374,000 | 5,874,150 |
| 90 Day Avg. Volume | 2,172,587 | 5,383,087 |
| Last Close | $73.48 | $94.69 |
| 52 Week Range | $63.97 - $76.45 | $80.46 - $96.44 |
| % from 52W High | -3.88% | -1.81% |
| All-Time High | $76.45 (Mar 31, 2025) | $96.44 (Jul 22, 2025) |
| % from All-Time High | -3.88% | -1.81% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.14% | 0.08% |
| Quarterly Earnings Growth | 0.02% | -0.27% |
| Financial Health | ||
| Profit Margin (TTM) | 0.13% | 0.15% |
| Operating Margin (TTM) | 0.20% | 0.27% |
| Return on Equity (TTM) | 0.11% | 0.11% |
| Debt to Equity (MRQ) | 201.15 | 189.66 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $27.30 | $30.92 |
| Cash per Share (MRQ) | $2.82 | $1.15 |
| Operating Cash Flow (TTM) | $2.12B | $9.22B |
| Levered Free Cash Flow (TTM) | $-1,308,249,984 | $-1,070,875,008 |
| Dividends | ||
| Last 12-Month Dividend Yield | 2.30% | 2.44% |
| Last 12-Month Dividend | $1.58 | $2.16 |
Valuation & Enterprise Metrics Analysis: CMS Energy vs Southern Company
| Metric | CMS | SO |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 21.86 | 24.81 |
| Forward P/E | 20.70 | 22.22 |
| PEG Ratio | 20.70 | 22.22 |
| Price to Sales (TTM) | 2.77 | 3.72 |
| Price to Book (MRQ) | 2.72 | 3.10 |
| Market Capitalization | ||
| Market Capitalization | $22.18B | $105.60B |
| Enterprise Value | $40.19B | $178.49B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 5.01 | 6.29 |
| Enterprise to EBITDA | 14.07 | 13.36 |
| Risk & Other Metrics | ||
| Beta | 0.35 | 0.36 |
| Book Value per Share (MRQ) | $27.30 | $30.92 |
Financial Statements Comparison: CMS Energy vs Southern Company
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | CMS | SO |
|---|---|---|
| Revenue/Sales | $1.84B | $6.97B |
| Cost of Goods Sold | $1.12B | $3.48B |
| Gross Profit | $714.00M | $3.49B |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | $317.00M | $1.76B |
| EBITDA | $755.00M | $3.39B |
| Pre-Tax Income | $255.00M | $1.14B |
| Income Tax | $62.00M | $289.00M |
| Net Income (Profit) | $193.00M | $853.00M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | CMS | SO |
|---|---|---|
| Cash & Equivalents | $465.00M | $2.33B |
| Total Current Assets | $2.78B | $11.82B |
| Total Current Liabilities | $2.63B | $13.77B |
| Long-Term Debt | $16.26B | $64.24B |
| Total Shareholders Equity | $8.92B | $37.22B |
| Retained Earnings | $2.17B | $14.29B |
| Property, Plant & Equipment | $1.53B | $3.01B |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | CMS | SO |
|---|---|---|
| Operating Cash Flow | $992.00M | $1.94B |
| Capital Expenditures | $-31.00M | $-2.44B |
| Free Cash Flow | $231.00M | $-1.19B |
| Debt Repayment | $-107.00M | $-876.00M |
| Common Stock Repurchase | $0 | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | CMS | SO |
|---|---|---|
| Shares Short | 11.83M | 30.51M |
| Short Ratio | 5.10 | 5.49 |
| Short % of Float | 0.04% | 0.03% |
| Average Daily Volume (10 Day) | 2,374,000 | 5,874,150 |
| Average Daily Volume (90 Day) | 2,172,587 | 5,383,087 |
| Shares Outstanding | 298.78M | 1.10B |
| Float Shares | 297.25M | 1.10B |
| % Held by Insiders | 0.01% | 0.00% |
| % Held by Institutions | 0.98% | 0.72% |
Dividend Analysis & Yield Comparison: CMS Energy vs Southern Company
| Metric | CMS | SO |
|---|---|---|
| Last 12-Month Dividend | $1.58 | $2.16 |
| Last 12-Month Dividend Yield | 2.30% | 2.44% |
| 3-Year Avg Annual Dividend | $3.33 | $2.34 |
| 3-Year Avg Dividend Yield | 1.27% | 0.93% |
| 3-Year Total Dividends | $10.00 | $7.02 |
| Ex-Dividend Date | Feb 14, 2025 | Feb 18, 2025 |