CMS Energy [CMS] vs Southern Company [SO] Detailed Stock Comparison
CMS Energy
Southern Company
TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: CMS Energy wins in 7 metrics, Southern Company wins in 13 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) | 21.76 | 24.91 | CMS Energy |
| Price-to-Book Ratio | 2.70 | 3.12 | CMS Energy |
| Debt-to-Equity Ratio | 201.15 | 189.66 | Southern Company |
| PEG Ratio | 12.25 | -0.91 | Southern Company |
| EV/EBITDA | 14.03 | 13.39 | Southern Company |
| Profit Margin (TTM) | 12.76% | 15.10% | Southern Company |
| Operating Margin (TTM) | 19.80% | 28.08% | Southern Company |
| EBITDA Margin (TTM) | 19.80% | 28.08% | Southern Company |
| Return on Equity | 11.31% | 11.23% | CMS Energy |
| Return on Assets (TTM) | 3.08% | 3.39% | Southern Company |
| Free Cash Flow (TTM) | $-808.00M | $833.00M | Southern Company |
| Dividend Yield | 2.30% | 2.44% | Southern Company |
| 1-Year Return | 5.68% | 8.06% | Southern Company |
| Price-to-Sales Ratio (TTM) | 2.75 | 3.74 | CMS Energy |
| Enterprise Value | $40.08B | $178.95B | Southern Company |
| EV/Revenue Ratio | 5.00 | 6.31 | 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) | 0.40 | 0.41 | CMS Energy |
CMS Energy vs Southern Company Stock Performance Analysis
Loading Price Chart...
Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| CMS Energy | 1.11% | 2.02% | 3.34% | 5.05% | 3.02% | 10.15% |
| Southern Company | 2.25% | 2.39% | 5.39% | 4.53% | 9.49% | 17.13% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| CMS Energy | 5.68% | 35.53% | 12.25% | 101.37% | 289.58% | 388.53% |
| Southern Company | 8.06% | 51.36% | 64.75% | 107.98% | 155.12% | 188.68% |
News Based Sentiment: CMS Energy vs Southern Company
CMS Energy
News based Sentiment: POSITIVE
CMS Energy demonstrated strong financial performance in Q2 and benefited from positive regulatory developments throughout October. While institutional activity was mixed, the overall narrative is positive, supported by reaffirmed guidance and strategic leadership changes, indicating continued growth potential and shareholder value creation.
Southern Company
News based Sentiment: MIXED
October presented a mixed bag for Southern Company, with positive developments in infrastructure and demand growth overshadowed by a disappointing earnings report, analyst downgrades, and concerns about its financial health. The increased capital expenditure plan and the negative outlook from Moody's add complexity to the investment picture, making it a significant month for investors to reassess their positions.
Performance & Financial Health Analysis: CMS Energy vs Southern Company
| Metric | CMS | SO |
|---|---|---|
| Market Information | ||
| Market Cap | $22.08B | $105.80B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 2,674,240 | 5,804,390 |
| 90 Day Avg. Volume | 2,224,650 | 4,806,100 |
| Last Close | $74.09 | $98.29 |
| 52 Week Range | $63.97 - $76.45 | $80.46 - $98.36 |
| % from 52W High | -3.09% | -0.07% |
| All-Time High | $76.45 (Mar 31, 2025) | $98.36 (Oct 10, 2025) |
| % from All-Time High | -3.09% | -0.07% |
| 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% | 0.28% |
| 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 | $-1,096,749,952 |
| 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) | 21.76 | 24.91 |
| Forward P/E | 20.60 | 22.32 |
| PEG Ratio | 12.25 | -0.91 |
| Price to Sales (TTM) | 2.75 | 3.74 |
| Price to Book (MRQ) | 2.70 | 3.12 |
| Market Capitalization | ||
| Market Capitalization | $22.08B | $105.80B |
| Enterprise Value | $40.08B | $178.95B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 5.00 | 6.31 |
| Enterprise to EBITDA | 14.03 | 13.39 |
| Risk & Other Metrics | ||
| Beta | 0.40 | 0.41 |
| Book Value per Share (MRQ) | $27.30 | $30.92 |
Financial Statements Comparison: CMS Energy vs Southern Company
Financial Metrics
Loading Financial Charts...
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 | 12.59M | 32.94M |
| Short Ratio | 6.39 | 8.74 |
| Short % of Float | 0.05% | 0.03% |
| Average Daily Volume (10 Day) | 2,674,240 | 5,804,390 |
| Average Daily Volume (90 Day) | 2,224,650 | 4,806,100 |
| Shares Outstanding | 298.78M | 1.10B |
| Float Shares | 297.23M | 1.10B |
| % Held by Insiders | 0.01% | 0.00% |
| % Held by Institutions | 1.01% | 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 |