Regulated Electric
Compare Stocks
4 / 10Stock Comparison
CMSC vs WEC vs CMS vs EVRG
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
CMSC vs WEC vs CMS vs EVRG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $7.04B | $36.74B | $22.85B | $19.05B |
| Revenue (TTM) | $8.54B | $10.08B | $8.82B | $5.99B |
| Net Income (TTM) | $1.07B | $1.64B | $1.11B | $882M |
| Gross Margin | 26.2% | 55.7% | 64.6% | 41.5% |
| Operating Margin | 20.2% | 24.0% | 19.5% | 25.4% |
| Forward P/E | 5.9x | 20.2x | 19.0x | 19.5x |
| Total Debt | $18.90B | $22.31B | $18.94B | $15.44B |
| Cash & Equiv. | $615M | $28M | $615M | $25M |
CMSC vs WEC vs CMS vs EVRG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| CMS Energy Corporat… (CMSC) | 100 | 85.0 | -15.0% |
| WEC Energy Group, I… (WEC) | 100 | 122.9 | +22.9% |
| CMS Energy Corporat… (CMS) | 100 | 126.3 | +26.3% |
| Evergy, Inc. (EVRG) | 100 | 134.1 | +34.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CMSC vs WEC vs CMS vs EVRG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CMSC is the #2 pick in this set and the best alternative if income & stability and valuation efficiency is your priority.
- Dividend streak 14 yrs, beta 0.69, yield 9.6%
- PEG 0.99 vs WEC's 4.06
- Beta 0.69, yield 9.6%, current ratio 1.23x
- Lower P/E (5.9x vs 19.5x), PEG 0.99 vs 3.19
WEC carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 14.0%, EPS growth 0.0%, 3Y rev CAGR 0.7%
- 133.1% 10Y total return vs EVRG's 100.7%
- 14.0% revenue growth vs EVRG's 1.7%
- 16.2% margin vs CMSC's 12.5%
CMS is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.01, current ratio 0.98x
- Beta 0.01 vs CMSC's 0.69
EVRG is the clearest fit if your priority is momentum.
- +22.7% vs CMS's +3.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.0% revenue growth vs EVRG's 1.7% | |
| Value | Lower P/E (5.9x vs 19.5x), PEG 0.99 vs 3.19 | |
| Quality / Margins | 16.2% margin vs CMSC's 12.5% | |
| Stability / Safety | Beta 0.01 vs CMSC's 0.69 | |
| Dividends | 9.6% yield, 14-year raise streak, vs WEC's 3.1% | |
| Momentum (1Y) | +22.7% vs CMS's +3.0% | |
| Efficiency (ROA) | 3.3% ROA vs EVRG's 2.6%, ROIC 5.1% vs 4.5% |
CMSC vs WEC vs CMS vs EVRG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CMSC vs WEC vs CMS vs EVRG — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
CMSC leads in 1 of 6 categories
WEC leads 1 • EVRG leads 1 • CMS leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — CMSC and EVRG each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WEC is the larger business by revenue, generating $10.1B annually — 1.7x EVRG's $6.0B. Profitability is closely matched — net margins range from 16.2% (WEC) to 12.5% (CMSC). On growth, CMSC holds the edge at +12.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $8.5B | $10.1B | $8.8B | $6.0B |
| EBITDAEarnings before interest/tax | $2.8B | $3.9B | $2.9B | $2.7B |
| Net IncomeAfter-tax profit | $1.1B | $1.6B | $1.1B | $882M |
| Free Cash FlowCash after capex | $2.2B | -$1.1B | -$2.0B | -$1.1B |
| Gross MarginGross profit ÷ Revenue | +26.2% | +55.7% | +64.6% | +41.5% |
| Operating MarginEBIT ÷ Revenue | +20.2% | +24.0% | +19.5% | +25.4% |
| Net MarginNet income ÷ Revenue | +12.5% | +16.2% | +12.5% | +14.7% |
| FCF MarginFCF ÷ Revenue | +26.2% | -11.0% | -23.1% | -18.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.3% | +9.0% | +11.6% | +5.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.8% | +7.9% | +11.9% | +18.5% |
Valuation Metrics
CMSC leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 6.5x trailing earnings, CMSC trades at a 72% valuation discount to WEC's 23.3x P/E. Adjusting for growth (PEG ratio), CMSC offers better value at 1.09x vs WEC's 4.70x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $7.0B | $36.7B | $22.8B | $19.1B |
| Enterprise ValueMkt cap + debt − cash | $25.3B | $59.0B | $41.2B | $34.5B |
| Trailing P/EPrice ÷ TTM EPS | 6.51x | 23.35x | 20.95x | 22.60x |
| Forward P/EPrice ÷ next-FY EPS est. | 5.93x | 20.15x | 19.05x | 19.52x |
| PEG RatioP/E ÷ EPS growth rate | 1.09x | 4.70x | 3.50x | 3.70x |
| EV / EBITDAEnterprise value multiple | 8.94x | 15.32x | 14.31x | 12.72x |
| Price / SalesMarket cap ÷ Revenue | 0.82x | 3.75x | 2.68x | 3.22x |
| Price / BookPrice ÷ Book value/share | 0.71x | 2.63x | 2.29x | 1.88x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — |
Profitability & Efficiency
WEC leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
WEC delivers a 11.6% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $9 for EVRG. EVRG carries lower financial leverage with a 1.50x debt-to-equity ratio, signaling a more conservative balance sheet compared to CMS's 1.95x. On the Piotroski fundamental quality scale (0–9), CMSC scores 6/9 vs EVRG's 4/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +11.6% | +11.6% | +11.6% | +8.6% |
| ROA (TTM)Return on assets | +2.8% | +3.3% | +2.8% | +2.6% |
| ROICReturn on invested capital | +4.9% | +5.1% | +4.9% | +4.5% |
| ROCEReturn on capital employed | +4.9% | +5.4% | +5.0% | +4.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 6 | 4 |
| Debt / EquityFinancial leverage | 1.95x | 1.59x | 1.95x | 1.50x |
| Net DebtTotal debt minus cash | $18.3B | $22.3B | $18.3B | $15.4B |
| Cash & Equiv.Liquid assets | $615M | $28M | $615M | $25M |
| Total DebtShort + long-term debt | $18.9B | $22.3B | $18.9B | $15.4B |
| Interest CoverageEBIT ÷ Interest expense | 2.42x | 2.87x | 2.58x | 2.46x |
Total Returns (Dividends Reinvested)
EVRG leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EVRG five years ago would be worth $14,912 today (with dividends reinvested), compared to $11,011 for CMSC. Over the past 12 months, EVRG leads with a +22.7% total return vs CMS's +3.0%. The 3-year compound annual growth rate (CAGR) favors EVRG at 13.4% vs CMSC's 3.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +2.0% | +6.8% | +5.8% | +14.2% |
| 1-Year ReturnPast 12 months | +10.3% | +6.2% | +3.0% | +22.7% |
| 3-Year ReturnCumulative with dividends | +12.0% | +29.4% | +30.3% | +46.0% |
| 5-Year ReturnCumulative with dividends | +10.1% | +31.8% | +30.4% | +49.1% |
| 10-Year ReturnCumulative with dividends | +36.7% | +133.1% | +119.4% | +100.7% |
| CAGR (3Y)Annualised 3-year return | +3.8% | +9.0% | +9.2% | +13.4% |
Risk & Volatility
Evenly matched — WEC and EVRG each lead in 1 of 2 comparable metrics.
Risk & Volatility
WEC is the less volatile stock with a -0.03 beta — it tends to amplify market swings less than CMSC's 0.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EVRG currently trades 97.0% from its 52-week high vs CMS's 92.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.69x | -0.03x | 0.01x | 0.06x |
| 52-Week HighHighest price in past year | $24.53 | $119.62 | $80.36 | $85.27 |
| 52-Week LowLowest price in past year | $6.15 | $100.61 | $67.71 | $63.29 |
| % of 52W HighCurrent price vs 52-week peak | +93.6% | +94.3% | +92.0% | +97.0% |
| RSI (14)Momentum oscillator 0–100 | 70.8 | 44.5 | 38.2 | 45.8 |
| Avg Volume (50D)Average daily shares traded | 18K | 1.8M | 2.6M | 1.8M |
Analyst Outlook
Evenly matched — CMSC and WEC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WEC as "Hold", CMS as "Buy", EVRG as "Hold". Consensus price targets imply 9.5% upside for CMS (target: $81) vs 7.6% for EVRG (target: $89). For income investors, CMSC offers the higher dividend yield at 9.59% vs CMS's 2.98%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Buy | Hold |
| Price TargetConsensus 12-month target | — | $122.78 | $81.00 | $89.00 |
| # AnalystsCovering analysts | — | 34 | 29 | 18 |
| Dividend YieldAnnual dividend ÷ price | +9.6% | +3.1% | +3.0% | +3.2% |
| Dividend StreakConsecutive years of raises | 14 | 23 | 19 | 6 |
| Dividend / ShareAnnual DPS | $2.20 | $3.50 | $2.21 | $2.62 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% | 0.0% | 0.0% |
CMSC leads in 1 of 6 categories (Valuation Metrics). WEC leads in 1 (Profitability & Efficiency). 3 tied.
CMSC vs WEC vs CMS vs EVRG: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is CMSC or WEC or CMS or EVRG a better buy right now?
For growth investors, WEC Energy Group, Inc.
(WEC) is the stronger pick with 14. 0% revenue growth year-over-year, versus 1. 7% for Evergy, Inc. (EVRG). CMS Energy Corporation 5. 875% J (CMSC) offers the better valuation at 6. 5x trailing P/E (5. 9x forward), making it the more compelling value choice. Analysts rate CMS Energy Corporation (CMS) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CMSC or WEC or CMS or EVRG?
On trailing P/E, CMS Energy Corporation 5.
875% J (CMSC) is the cheapest at 6. 5x versus WEC Energy Group, Inc. at 23. 3x. On forward P/E, CMS Energy Corporation 5. 875% J is actually cheaper at 5. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: CMS Energy Corporation 5. 875% J wins at 0. 99x versus WEC Energy Group, Inc. 's 4. 06x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — CMSC or WEC or CMS or EVRG?
Over the past 5 years, Evergy, Inc.
(EVRG) delivered a total return of +49. 1%, compared to +10. 1% for CMS Energy Corporation 5. 875% J (CMSC). Over 10 years, the gap is even starker: WEC returned +133. 1% versus CMSC's +36. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CMSC or WEC or CMS or EVRG?
By beta (market sensitivity over 5 years), WEC Energy Group, Inc.
(WEC) is the lower-risk stock at -0. 03β versus CMS Energy Corporation 5. 875% J's 0. 69β — meaning CMSC is approximately -2582% more volatile than WEC relative to the S&P 500. On balance sheet safety, Evergy, Inc. (EVRG) carries a lower debt/equity ratio of 150% versus 195% for CMS Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — CMSC or WEC or CMS or EVRG?
By revenue growth (latest reported year), WEC Energy Group, Inc.
(WEC) is pulling ahead at 14. 0% versus 1. 7% for Evergy, Inc. (EVRG). On earnings-per-share growth, the picture is similar: CMS Energy Corporation 5. 875% J grew EPS 6. 0% year-over-year, compared to -3. 4% for Evergy, Inc.. Over a 3-year CAGR, WEC leads at 0. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CMSC or WEC or CMS or EVRG?
WEC Energy Group, Inc.
(WEC) is the more profitable company, earning 15. 9% net margin versus 12. 5% for CMS Energy Corporation — meaning it keeps 15. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVRG leads at 25. 2% versus 20. 2% for CMS. At the gross margin level — before operating expenses — CMS leads at 60. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CMSC or WEC or CMS or EVRG more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, CMS Energy Corporation 5. 875% J (CMSC) is the more undervalued stock at a PEG of 0. 99x versus WEC Energy Group, Inc. 's 4. 06x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, CMS Energy Corporation 5. 875% J (CMSC) trades at 5. 9x forward P/E versus 20. 2x for WEC Energy Group, Inc. — 14. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CMS: 9. 5% to $81. 00.
08Which pays a better dividend — CMSC or WEC or CMS or EVRG?
All stocks in this comparison pay dividends.
CMS Energy Corporation 5. 875% J (CMSC) offers the highest yield at 9. 6%, versus 3. 0% for CMS Energy Corporation (CMS).
09Is CMSC or WEC or CMS or EVRG better for a retirement portfolio?
For long-horizon retirement investors, WEC Energy Group, Inc.
(WEC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 03), 3. 1% yield, +133. 1% 10Y return). Both have compounded well over 10 years (WEC: +133. 1%, CMSC: +36. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CMSC and WEC and CMS and EVRG?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: CMSC is a small-cap deep-value stock; WEC is a mid-cap income-oriented stock; CMS is a mid-cap quality compounder stock; EVRG is a mid-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.