Consumers Energy Preferred Stock Performance
| CMS-PB Preferred Stock | USD 78.89 2.36 2.90% |
The firm shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Consumers Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Consumers Energy is expected to be smaller as well. At this point, Consumers Energy has a negative expected return of -0.16%. Please make sure to confirm Consumers Energy's maximum drawdown, daily balance of power, period momentum indicator, as well as the relationship between the skewness and day typical price , to decide if Consumers Energy performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Consumers Energy has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Preferred Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
| Begin Period Cash Flow | 476 M |
Consumers |
Consumers Energy Relative Risk vs. Return Landscape
If you would invest 8,775 in Consumers Energy on October 22, 2024 and sell it today you would lose (886.00) from holding Consumers Energy or give up 10.1% of portfolio value over 90 days. Consumers Energy is producing return of less than zero assuming 1.4075% volatility of returns over the 90 days investment horizon. Simply put, 12% of all preferred stocks have less volatile historical return distribution than Consumers Energy, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Consumers Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Consumers Energy's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Consumers Energy, and traders can use it to determine the average amount a Consumers Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1169
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| Negative Returns | CMS-PB |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Consumers Energy is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Consumers Energy by adding Consumers Energy to a well-diversified portfolio.
Consumers Energy Fundamentals Growth
Consumers Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Consumers Energy, and Consumers Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Consumers Preferred Stock performance.
| Return On Equity | 0.0973 | ||||
| Return On Asset | 0.0313 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 17.4 B | ||||
| Shares Outstanding | 84.11 M | ||||
| Price To Earning | 13.92 X | ||||
| Price To Sales | 0.95 X | ||||
| Revenue | 8.6 B | ||||
| EBITDA | 2.02 B | ||||
| Cash And Equivalents | 196 M | ||||
| Cash Per Share | 2.33 X | ||||
| Total Debt | 9.19 B | ||||
| Debt To Equity | 87.90 % | ||||
| Book Value Per Share | 119.86 X | ||||
| Cash Flow From Operations | 994 M | ||||
| Earnings Per Share | 10.86 X | ||||
| Total Asset | 29.92 B | ||||
| Retained Earnings | 1.09 B | ||||
| Current Asset | 1.65 B | ||||
| Current Liabilities | 1.3 B | ||||
About Consumers Energy Performance
By analyzing Consumers Energy's fundamental ratios, stakeholders can gain valuable insights into Consumers Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Consumers Energy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Consumers Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Consumers Energy Company operates as an electric and gas utility in Michigan. Consumers Energy Company is a subsidiary of CMS Energy Corporation. CMS Energy operates under Utilities - Regulated Electric classification in USA and is traded on New York Stock Exchange. It employs 7504 people.Things to note about Consumers Energy performance evaluation
Checking the ongoing alerts about Consumers Energy for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Consumers Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Consumers Energy generated a negative expected return over the last 90 days | |
| Consumers Energy has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations |
- Analyzing Consumers Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Consumers Energy's stock is overvalued or undervalued compared to its peers.
- Examining Consumers Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Consumers Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Consumers Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Consumers Energy's preferred stock. These opinions can provide insight into Consumers Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Consumers Preferred Stock analysis
When running Consumers Energy's price analysis, check to measure Consumers Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Consumers Energy is operating at the current time. Most of Consumers Energy's value examination focuses on studying past and present price action to predict the probability of Consumers Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Consumers Energy's price. Additionally, you may evaluate how the addition of Consumers Energy to your portfolios can decrease your overall portfolio volatility.
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