CMS Energy [CMS] vs Southern Company [SO] Detailed Stock Comparison
TLDR: Quick Comparison Summary
Based on 21 vital metrics comparison: CMS Energy Corporation wins in 12 metrics, Southern Company wins in 9 metrics, with 0 ties. CMS Energy Corporation appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | CMS Energy Corporation | Southern Company | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 21.77 | 23.96 | CMS Energy Corporation |
| Price-to-Book Ratio | 2.63 | 2.92 | CMS Energy Corporation |
| Debt-to-Equity Ratio | 194.86 | 190.59 | Southern Company |
| PEG Ratio | 3.38 | 19.10 | CMS Energy Corporation |
| EV/EBITDA | 14.14 | 12.95 | Southern Company |
| Profit Margin (TTM) | 12.54% | 14.69% | Southern Company |
| Operating Margin (TTM) | 21.68% | 12.74% | CMS Energy Corporation |
| EBITDA Margin (TTM) | 21.68% | 12.74% | CMS Energy Corporation |
| Return on Equity | 10.86% | 11.04% | Southern Company |
| Return on Assets (TTM) | 3.15% | 3.28% | Southern Company |
| Free Cash Flow (TTM) | $-1.80B | $-2.94B | CMS Energy Corporation |
| Dividend Yield | 2.89% | 3.14% | Southern Company |
| 1-Year Return | 3.33% | 2.28% | CMS Energy Corporation |
| Price-to-Sales Ratio (TTM) | 2.76 | 3.58 | CMS Energy Corporation |
| Enterprise Value | $42.68B | $180.41B | Southern Company |
| EV/Revenue Ratio | 5.00 | 6.11 | CMS Energy Corporation |
| Gross Profit Margin (TTM) | 40.84% | 39.97% | CMS Energy Corporation |
| Revenue per Share (TTM) | $28 | $27 | CMS Energy Corporation |
| Earnings per Share (Diluted) | $3.52 | $3.92 | Southern Company |
| Beta (Stock Volatility) | 0.42 | 0.41 | Southern Company |
| Short % of Float | 0.03% | 2.41% | CMS Energy Corporation |
CMS Energy Corporation vs Southern Company Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| CMS Energy Corporation | -2.27% | -3.17% | -5.07% | -7.98% | -1.09% | 2.03% |
| Southern Company | -0.02% | -3.80% | -5.71% | -6.91% | 1.65% | 3.82% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| CMS Energy Corporation | 3.33% | 24.35% | 15.89% | 69.48% | 267.63% | 457.37% |
| Southern Company | 2.28% | 32.54% | 43.05% | 83.44% | 133.81% | 182.19% |
Performance & Financial Health Analysis: CMS Energy Corporation vs Southern Company
| Metric | CMS | SO |
|---|---|---|
| Market Information | ||
| Market Cap | $23.49B | $105.39B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 2,642,350 | 3,839,426 |
| 90 Day Avg. Volume | 2,631,910 | 4,787,199 |
| Last Close | $70.22 | $90.49 |
| 52 Week Range | $68.41 - $80.36 | $83.80 - $100.84 |
| % from 52W High | -12.62% | -10.26% |
| All-Time High | $80.36 (Apr 09, 2026) | $100.84 (Oct 16, 2025) |
| % from All-Time High | -12.62% | -10.26% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.12% | 0.10% |
| Quarterly Earnings Growth | 0.09% | -0.22% |
| Financial Health | ||
| Profit Margin (TTM) | 0.13% | 0.15% |
| Operating Margin (TTM) | 0.22% | 0.13% |
| Return on Equity (TTM) | 0.11% | 0.11% |
| Debt to Equity (MRQ) | 194.86 | 190.59 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $29.11 | $32.18 |
| Cash per Share (MRQ) | $1.66 | $1.46 |
| Operating Cash Flow (TTM) | $2.24B | $9.80B |
| Levered Free Cash Flow (TTM) | $-1,742,375,040 | $-3,460,124,928 |
| Dividends | ||
| Last 12-Month Dividend Yield | 2.89% | 3.14% |
| Last 12-Month Dividend | $2.19 | $2.96 |
Valuation & Enterprise Metrics Analysis: CMS Energy Corporation vs Southern Company
| Metric | CMS (Apr 26, 2026) | SO (Apr 26, 2026) |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 21.77 | 23.96 |
| Forward P/E | 18.36 | 19.10 |
| PEG Ratio | 3.38 | 19.10 |
| Price to Sales (TTM) | 2.76 | 3.58 |
| Price to Book (MRQ) | 2.63 | 2.92 |
| Market Capitalization | ||
| Market Capitalization | $23.49B | $105.39B |
| Enterprise Value | $42.68B | $180.41B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 5.00 | 6.11 |
| Enterprise to EBITDA | 14.14 | 12.95 |
| Risk & Other Metrics | ||
| Beta | 0.42 | 0.41 |
| Book Value per Share (MRQ) | $29.11 | $32.18 |
Financial Statements Comparison: CMS Energy Corporation vs Southern Company
Financial Metrics
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Revenue
Operating Margin
Profit Margin
Long Term Debt
Income Flow Analysis
Financial Statements Comparison
Income Statement
| Metric | CMS (2025) | SO (2025) |
|---|---|---|
| Revenue/Sales | 8.54B | 29.55B |
| Cost of Goods Sold | 4.99B | 15.23B |
| COGS % of Revenue | 58.5% | 51.5% |
| Gross Profit | 3.55B | 14.32B |
| Gross Margin | 41.5% | 48.5% |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | 1.73B | 7.29B |
| Operating Margin | 20.2% | 24.7% |
| EBITDA | 3.26B | 13.93B |
| EBITDA Margin | 38.1% | 47.1% |
| Pre-Tax Income | 1.25B | 5.00B |
| Pre-Tax Income % of Revenue | 14.6% | 16.9% |
| Income Tax | 246.00M | 828.00M |
| Income Tax % of Revenue | 2.9% | 2.8% |
| Net Income (Profit) | 1.00B | 4.17B |
| Profit Margin | 11.7% | 14.1% |
Balance Sheet & Liquidity Metrics
| Metric | CMS (2025) | SO (2025) |
|---|---|---|
| Cash & Equivalents | 509.00M | 1.64B |
| Total Current Assets | 3.47B | 10.92B |
| Total Current Assets % of Revenue | 40.7% | 36.9% |
| Total Current Liabilities | 3.55B | 16.89B |
| Total Current Liabilities % of Revenue | 41.6% | 57.1% |
| Long-Term Debt | 17.94B | 66.94B |
| Long-Term Debt % of Revenue | 210.1% | 226.5% |
| Total Shareholders Equity | 9.71B | 38.87B |
| Retained Earnings | 2.44B | 14.86B |
| Retained Earnings % of Revenue | 28.6% | 50.3% |
| Property, Plant & Equipment | 34.00M | 2.97B |
Cash Flow Statement Comparison
| Metric | CMS (2025) | SO (2025) |
|---|---|---|
| Operating Cash Flow | 2.00B | 10.04B |
| Operating Cash Flow % of Revenue | 23.4% | 34.0% |
| Capital Expenditures | -214.00M | -12.74B |
| Free Cash Flow | -1.80B | -2.94B |
| FCF Margin | -21.1% | -9.9% |
| Debt Repayment | -1.15B | -5.88B |
| Common Stock Repurchase | N/A | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | CMS | SO |
|---|---|---|
| Shares Short | 83,195 | 27.12M |
| Short Ratio | 0.03 | 4.94 |
| Short % of Float | 0.03% | 2.41% |
| Shares Outstanding | 306.41M | 1.12B |
| Float Shares | 304.32M | 1.12B |
| % Held by Insiders | 0.57% | 0.10% |
| % Held by Institutions | 98.48% | 72.46% |
| % Held by Public | 0.95% | 27.44% |
Dividend Analysis & Yield Comparison: CMS Energy Corporation vs Southern Company
| Metric | CMS | SO |
|---|---|---|
| Last 12-Month Dividend | $2.19 | $2.96 |
| Last 12-Month Dividend Yield | 2.89% | 3.14% |
| 3-Year Avg Annual Dividend | $2.09 | $2.88 |
| 3-Year Avg Dividend Yield | 0.79% | 0.89% |
| 3-Year Total Dividends | $6.28 | $8.64 |
| Ex-Dividend Date | Feb 17, 2026 | Feb 17, 2026 |