Regulated Electric
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5 / 10Stock Comparison
CMSD vs PNW vs WEC vs EVRG vs GE
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
Aerospace & Defense
CMSD vs PNW vs WEC vs EVRG vs GE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric | Aerospace & Defense |
| Market Cap | $7.18B | $12.06B | $36.74B | $19.05B | $316.20B |
| Revenue (TTM) | $8.54B | $5.46B | $10.08B | $5.99B | $48.35B |
| Net Income (TTM) | $1.07B | $654M | $1.64B | $882M | $8.66B |
| Gross Margin | 26.2% | 40.7% | 55.7% | 41.5% | 34.8% |
| Operating Margin | 20.2% | 27.5% | 24.0% | 25.4% | 18.5% |
| Forward P/E | 6.1x | 20.9x | 19.9x | 19.3x | 39.3x |
| Total Debt | $18.90B | $17.85B | $22.31B | $15.44B | $20.49B |
| Cash & Equiv. | $615M | $7M | $28M | $25M | $12.39B |
CMSD vs PNW vs WEC vs EVRG vs GE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| CMS Energy Corporat… (CMSD) | 100 | 88.5 | -11.5% |
| Pinnacle West Capit… (PNW) | 100 | 127.4 | +27.4% |
| WEC Energy Group, I… (WEC) | 100 | 121.7 | +21.7% |
| Evergy, Inc. (EVRG) | 100 | 132.6 | +32.6% |
| GE Aerospace (GE) | 100 | 908.4 | +808.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CMSD vs PNW vs WEC vs EVRG vs GE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CMSD is the #2 pick in this set and the best alternative if income & stability and valuation efficiency is your priority.
- Dividend streak 16 yrs, beta 0.69, yield 9.4%
- PEG 1.02 vs PNW's 28.73
- Beta 0.69, yield 9.4%, current ratio 0.98x
- Lower P/E (6.1x vs 39.3x), PEG 1.02 vs 3.33
PNW lags the leaders in this set but could rank higher in a more targeted comparison.
Among these 5 stocks, WEC doesn't own a clear edge in any measured category.
EVRG ranks third and is worth considering specifically for sleep-well-at-night.
- Lower volatility, beta 0.06, current ratio 0.49x
- Beta 0.06 vs GE's 1.14
GE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 18.5%, EPS growth 36.2%, 3Y rev CAGR 16.3%
- 121.0% 10Y total return vs WEC's 133.1%
- 18.5% revenue growth vs EVRG's 1.7%
- 17.9% margin vs PNW's 12.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.5% revenue growth vs EVRG's 1.7% | |
| Value | Lower P/E (6.1x vs 39.3x), PEG 1.02 vs 3.33 | |
| Quality / Margins | 17.9% margin vs PNW's 12.0% | |
| Stability / Safety | Beta 0.06 vs GE's 1.14 | |
| Dividends | 9.4% yield, 16-year raise streak, vs WEC's 3.1% | |
| Momentum (1Y) | +44.9% vs WEC's +6.2% | |
| Efficiency (ROA) | 6.8% ROA vs PNW's 2.2%, ROIC 24.7% vs 3.9% |
CMSD vs PNW vs WEC vs EVRG vs GE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CMSD vs PNW vs WEC vs EVRG vs GE — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
GE leads in 2 of 6 categories
CMSD leads 1 • PNW leads 0 • WEC leads 0 • EVRG leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — PNW and GE each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GE is the larger business by revenue, generating $48.4B annually — 8.9x PNW's $5.5B. GE is the more profitable business, keeping 17.9% of every revenue dollar as net income compared to PNW's 12.0%. On growth, GE holds the edge at +24.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $8.5B | $5.5B | $10.1B | $6.0B | $48.4B |
| EBITDAEarnings before interest/tax | $2.8B | $2.5B | $3.9B | $2.7B | $9.9B |
| Net IncomeAfter-tax profit | $1.1B | $654M | $1.6B | $882M | $8.7B |
| Free Cash FlowCash after capex | $2.2B | -$992M | -$1.1B | -$1.1B | $7.5B |
| Gross MarginGross profit ÷ Revenue | +26.2% | +40.7% | +55.7% | +41.5% | +34.8% |
| Operating MarginEBIT ÷ Revenue | +20.2% | +27.5% | +24.0% | +25.4% | +18.5% |
| Net MarginNet income ÷ Revenue | +12.5% | +12.0% | +16.2% | +14.7% | +17.9% |
| FCF MarginFCF ÷ Revenue | +26.2% | -18.2% | -11.0% | -18.3% | +15.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.3% | +11.4% | +9.0% | +5.5% | +24.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.8% | +7.8% | +7.9% | +18.5% | -1.1% |
Valuation Metrics
CMSD leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 6.6x trailing earnings, CMSD trades at a 82% valuation discount to GE's 37.1x P/E. Adjusting for growth (PEG ratio), CMSD offers better value at 1.11x vs PNW's 28.73x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $7.2B | $12.1B | $36.7B | $19.1B | $316.2B |
| Enterprise ValueMkt cap + debt − cash | $25.5B | $29.9B | $59.0B | $34.5B | $324.3B |
| Trailing P/EPrice ÷ TTM EPS | 6.63x | 19.71x | 23.35x | 22.60x | 37.09x |
| Forward P/EPrice ÷ next-FY EPS est. | 6.08x | 20.93x | 19.95x | 19.29x | 39.27x |
| PEG RatioP/E ÷ EPS growth rate | 1.11x | 28.73x | 4.70x | 3.70x | 3.14x |
| EV / EBITDAEnterprise value multiple | 8.99x | 14.32x | 15.32x | 12.72x | 32.46x |
| Price / SalesMarket cap ÷ Revenue | 0.84x | 2.26x | 3.75x | 3.22x | 6.90x |
| Price / BookPrice ÷ Book value/share | 0.72x | 1.71x | 2.63x | 1.88x | 17.09x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | 43.53x |
Profitability & Efficiency
GE leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
GE delivers a 45.8% return on equity — every $100 of shareholder capital generates $46 in annual profit, vs $9 for EVRG. GE carries lower financial leverage with a 1.08x debt-to-equity ratio, signaling a more conservative balance sheet compared to PNW's 2.52x. On the Piotroski fundamental quality scale (0–9), CMSD scores 6/9 vs PNW's 3/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +11.6% | +9.3% | +11.6% | +8.6% | +45.8% |
| ROA (TTM)Return on assets | +2.8% | +2.2% | +3.3% | +2.6% | +6.8% |
| ROICReturn on invested capital | +4.9% | +3.9% | +5.1% | +4.5% | +24.7% |
| ROCEReturn on capital employed | +5.0% | +4.3% | +5.4% | +4.9% | +9.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 3 | 5 | 4 | 6 |
| Debt / EquityFinancial leverage | 1.95x | 2.52x | 1.59x | 1.50x | 1.08x |
| Net DebtTotal debt minus cash | $18.3B | $17.8B | $22.3B | $15.4B | $8.1B |
| Cash & Equiv.Liquid assets | $615M | $7M | $28M | $25M | $12.4B |
| Total DebtShort + long-term debt | $18.9B | $17.8B | $22.3B | $15.4B | $20.5B |
| Interest CoverageEBIT ÷ Interest expense | 2.42x | 2.75x | 2.87x | 2.46x | 11.69x |
Total Returns (Dividends Reinvested)
GE leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GE five years ago would be worth $46,249 today (with dividends reinvested), compared to $11,102 for CMSD. Over the past 12 months, GE leads with a +44.9% total return vs WEC's +6.2%. The 3-year compound annual growth rate (CAGR) favors GE at 56.0% vs CMSD's 4.4% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +0.8% | +15.0% | +6.8% | +14.2% | -5.5% |
| 1-Year ReturnPast 12 months | +11.1% | +10.0% | +6.2% | +22.7% | +44.9% |
| 3-Year ReturnCumulative with dividends | +13.8% | +38.1% | +29.4% | +46.0% | +280.0% |
| 5-Year ReturnCumulative with dividends | +11.0% | +35.9% | +31.8% | +49.1% | +362.5% |
| 10-Year ReturnCumulative with dividends | +34.6% | +78.9% | +133.1% | +100.7% | +121.0% |
| CAGR (3Y)Annualised 3-year return | +4.4% | +11.4% | +9.0% | +13.4% | +56.0% |
Risk & Volatility
Evenly matched — PNW 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 GE's 1.14 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 GE's 86.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.70x | -0.04x | -0.03x | 0.05x | 1.19x |
| 52-Week HighHighest price in past year | $24.76 | $104.92 | $119.62 | $85.27 | $348.48 |
| 52-Week LowLowest price in past year | $6.20 | $85.32 | $100.61 | $63.29 | $208.22 |
| % of 52W HighCurrent price vs 52-week peak | +94.6% | +94.9% | +94.3% | +97.0% | +86.8% |
| RSI (14)Momentum oscillator 0–100 | 72.1 | 43.1 | 44.5 | 45.8 | 56.4 |
| Avg Volume (50D)Average daily shares traded | 42K | 1.1M | 1.8M | 1.8M | 5.7M |
Analyst Outlook
Evenly matched — CMSD and WEC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PNW as "Hold", WEC as "Hold", EVRG as "Hold", GE as "Buy". Consensus price targets imply 27.6% upside for GE (target: $386) vs 3.6% for PNW (target: $103). For income investors, CMSD offers the higher dividend yield at 9.42% vs GE's 0.45%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | — | $103.13 | $123.11 | $89.43 | $386.20 |
| # AnalystsCovering analysts | — | 24 | 34 | 18 | 34 |
| Dividend YieldAnnual dividend ÷ price | +9.4% | +3.5% | +3.1% | +3.2% | +0.4% |
| Dividend StreakConsecutive years of raises | 16 | 1 | 23 | 6 | 2 |
| Dividend / ShareAnnual DPS | $2.21 | $3.47 | $3.50 | $2.62 | $1.36 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +0.0% | 0.0% | +2.4% |
GE leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). CMSD leads in 1 (Valuation Metrics). 3 tied.
CMSD vs PNW vs WEC vs EVRG vs GE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is CMSD or PNW or WEC or EVRG or GE a better buy right now?
For growth investors, GE Aerospace (GE) is the stronger pick with 18.
5% revenue growth year-over-year, versus 1. 7% for Evergy, Inc. (EVRG). CMS Energy Corporation 5. 875% Junior Subordinated Notes due 2079 (CMSD) offers the better valuation at 6. 6x trailing P/E (6. 1x forward), making it the more compelling value choice. Analysts rate GE Aerospace (GE) a "Buy" — based on 34 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 — CMSD or PNW or WEC or EVRG or GE?
On trailing P/E, CMS Energy Corporation 5.
875% Junior Subordinated Notes due 2079 (CMSD) is the cheapest at 6. 6x versus GE Aerospace at 37. 1x. On forward P/E, CMS Energy Corporation 5. 875% Junior Subordinated Notes due 2079 is actually cheaper at 6. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: CMS Energy Corporation 5. 875% Junior Subordinated Notes due 2079 wins at 1. 02x versus Pinnacle West Capital Corporation's 28. 73x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — CMSD or PNW or WEC or EVRG or GE?
Over the past 5 years, GE Aerospace (GE) delivered a total return of +362.
5%, compared to +11. 0% for CMS Energy Corporation 5. 875% Junior Subordinated Notes due 2079 (CMSD). Over 10 years, the gap is even starker: WEC returned +131. 2% versus CMSD's +35. 1%. 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 — CMSD or PNW or WEC or EVRG or GE?
By beta (market sensitivity over 5 years), Pinnacle West Capital Corporation (PNW) is the lower-risk stock at -0.
04β versus GE Aerospace's 1. 19β — meaning GE is approximately -3012% more volatile than PNW relative to the S&P 500. On balance sheet safety, GE Aerospace (GE) carries a lower debt/equity ratio of 108% versus 3% for Pinnacle West Capital Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — CMSD or PNW or WEC or EVRG or GE?
By revenue growth (latest reported year), GE Aerospace (GE) is pulling ahead at 18.
5% versus 1. 7% for Evergy, Inc. (EVRG). On earnings-per-share growth, the picture is similar: GE Aerospace grew EPS 36. 2% year-over-year, compared to -3. 6% for Pinnacle West Capital Corporation. Over a 3-year CAGR, GE leads at 16. 3% 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 — CMSD or PNW or WEC or EVRG or GE?
GE Aerospace (GE) is the more profitable company, earning 19.
0% net margin versus 11. 5% for Pinnacle West Capital Corporation — meaning it keeps 19. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVRG leads at 25. 2% versus 19. 1% for GE. At the gross margin level — before operating expenses — WEC leads at 50. 5%, 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 CMSD or PNW or WEC or EVRG or GE 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% Junior Subordinated Notes due 2079 (CMSD) is the more undervalued stock at a PEG of 1. 02x versus Pinnacle West Capital Corporation's 28. 73x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, CMS Energy Corporation 5. 875% Junior Subordinated Notes due 2079 (CMSD) trades at 6. 1x forward P/E versus 39. 3x for GE Aerospace — 33. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GE: 27. 6% to $386. 20.
08Which pays a better dividend — CMSD or PNW or WEC or EVRG or GE?
All stocks in this comparison pay dividends.
CMS Energy Corporation 5. 875% Junior Subordinated Notes due 2079 (CMSD) offers the highest yield at 9. 4%, versus 0. 4% for GE Aerospace (GE).
09Is CMSD or PNW or WEC or EVRG or GE 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, +131. 2% 10Y return). Both have compounded well over 10 years (WEC: +131. 2%, GE: +117. 1%), 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 CMSD and PNW and WEC and EVRG and GE?
These companies operate in different sectors (CMSD (Utilities) and PNW (Utilities) and WEC (Utilities) and EVRG (Utilities) and GE (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: CMSD is a small-cap deep-value stock; PNW is a mid-cap income-oriented stock; WEC is a mid-cap income-oriented stock; EVRG is a mid-cap income-oriented stock; GE is a large-cap high-growth stock. CMSD, PNW, WEC, EVRG pay a dividend while GE does not, making them suitable for different income and tax situations. 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.
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