CMS Energy Corporation
CMS · Utilities · · USDFahodi Score HOLD Long-term (Investment)
51
/ 100
Technical
50
Trend & RS
53
Momentum
53
Fundamental
56
Macro
22
Liquidity
62
| Component | Score | Weight |
|---|---|---|
| Technical | 50.0 | 10% |
| Trend & RS | 52.6 | 10% |
| Momentum | 52.6 | 5% |
| Fundamental | 55.6 | 40% |
| Macro | 22.5 | 15% |
| Liquidity | 61.6 | 20% |
Trade Setup
| Entry | 70.68 |
| Stop Loss | 68.00 (3.8%) |
| Target 1 (1:1) | 73.36 (+3.8%) |
| Target 2 (2:1) | 76.04 (+7.6%) |
| ATR(14) | 1.34 (1.9%) |
| Risk per Share | 2.68 |
| Reward:Risk | 2:1 |
ATR-based levels. Adjust for support/resistance zones.
Factor Profile
| Factor | Score | Z | Bar |
|---|---|---|---|
| Value | 67.9 | +0.71 | |
| Momentum | 52.6 | +0.11 | |
| Quality | 27.6 | -0.90 | |
| Composite | 49.4 | ||
Quality Scores
Piotroski F-Score
5
/9 —
Average
✓
✓
✗
✗
✗
✗
✓
✓
✓
1. Positive Net Income
2. Positive Roa
3. Positive Cfo
4. Quality Earnings
5. Lower Leverage
6. Higher Liquidity
7. No Dilution
8. Higher Gross Margin
9. Higher Asset Turnover
Altman Z-Score
Insufficient Data
Valuation vs Peers Overvalued
| Metric | Stock | Sector | vs Peers |
|---|---|---|---|
| P/E Ratio | 25.2 | 16.0 | +58% above |
| P/B Ratio | 2.3 | 1.8 | Above |
| Dividend Yield | 3.2% | 3.5% | Below avg |
Comparing against Utilities median multiples.
Trading at a premium to sector peers — verify growth justifies premium.
Intrinsic Value (DCF) Significantly Overvalued
Intrinsic Value
44.63
vs
Market Price
70.68
Upside
-36.9%
| Margin of Safety | -58.4% |
| Stage 1 PV (5yr FCF) | 3,417,104,434 |
| Terminal Value PV | 10,579,286,537 |
| Total Enterprise Value | 13,996,390,971 |
Assumptions
| Base FCF | 702,521,441 |
| Growth Rate (5yr) | 8.0% |
| Terminal Growth | 2.5% |
| Discount Rate (WACC) | 9.0% |
2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.
Position Sizing — Kelly Criterion
4.6%
Recommended Size
33.08%
Full Kelly
16.54%
Half Kelly
5.0%
Max Cap (Moderate)
Kelly inputs derived from quant score 51/100. Estimated win rate 55%, avg win 8.0%, avg loss 4.0%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.
RECOVERY
Regime: RECOVERY (40% confidence) — position size reduced 8%
Signal Summary BUY
2
Bullish Signals
2
Bearish Signals
62.84
RSI(14)
1.1641
MACD
Relative Strength (RS) NEUTRAL
56
/ 99
RS Rating
O'Neil filter: <80
| RS vs SPY | → FLAT (+4.5% vs SPY 3M) |
| RS vs Sector | UNDERPERFORMING (Utilities) |
| RS New High | ✓ RS at 3-month high Institutional accumulation signal |
| Sector Outperformance | -4.5% (3M) |
RS Line — stock / SPY (90 bars)
← older
newer →
RS vs SPY
50-day SMA of RS
NEUTRAL:
In line with the market — no strong outperformance or underperformance.
Technical Indicators
| Indicator | Value | Signal |
|---|---|---|
| Rsi | 62.84 | NEUTRAL |
| Macd | 1.1641 | BULLISH |
| Ma Cross | 66.93 / 71.89 | DEATH CROSS |
| Trend Short | ABOVE SMA50 | |
| Trend Long | BELOW SMA200 | |
| Bollinger | MIDDLE | |
| Volume | 1.39x | NORMAL |
Key Levels
| Level | Price |
|---|---|
| 52-Week High | 80.36 |
| Bollinger Upper | 72.04 |
| SMA(200) | 71.89 |
| SMA(50) | 66.93 |
| SMA(20) | 68.64 |
| Current Price | 70.68 |
| Bollinger Lower | 65.23 |
| 52-Week Low | 62.29 |
| ATR(14) | 1.34 |
Advanced Technical Analysis
Click to expand
Wyckoff Phase & Volume Spread Analysis
Wyckoff Phase
ACCUMULATION E
Confidence
50%
Acc: 1.0 |
Dist: 1.0 |
Markup: 0.0 |
Markdown: 0.0
Volume Spread Analysis (last 5 bars)
| Date | Signal | Vol | Description |
|---|---|---|---|
| 2026-10-30 | Normal | 1.12x | Normal bar — no special VSA pattern |
| 2026-11-02 | Normal | 0.74x | Normal bar — no special VSA pattern |
| 2026-11-03 | Normal | 0.79x | Normal bar — no special VSA pattern |
| 2026-11-04 | Normal | 1.08x | Normal bar — no special VSA pattern |
| 2026-11-05 | Normal | 1.39x | Normal bar — no special VSA pattern |
Ichimoku Cloud BULLISH
| Line | Value | Status |
|---|---|---|
| Tenkan-sen (9) | 70.22 | Above Kijun |
| Kijun-sen (26) | 67.45 | Base line |
| Senkou A | 68.83 | Leading span A |
| Senkou B | 67.32 | Leading span B |
| Cloud | 67.32 – 68.83 | Bullish (Green) |
| Price vs Cloud | 70.68 | Above Cloud |
| Chikou Span | 63.64 | Bullish |
| Alignment Score | 4/4 | BULLISH |
TTM Squeeze & Divergences
TTM Squeeze
SQUEEZE OFF
No squeeze
Momentum:
BULLISH FADING
BB: 65.23 – 72.04 | KC: 66.59 – 70.68
Divergences (last 60 bars)
| Type | Indicator | Bars Ago | Strength |
|---|---|---|---|
| Regular Bearish | RSI | 11 | |
| Regular Bearish | MACD | 11 | |
| Hidden Bearish | RSI | 15 |
Anchored VWAP
VWAP: 67.25
Anchor: 2026-09-29 (52w Low)
ABOVE AVWAP
+5.1%
Heikin-Ashi Trend
BULLISH
Full data via /api/advanced/CMS
Valuation
| Metric | Value |
|---|---|
| Market Cap | 22.17B |
| P/E (TTM) | 25.24 |
| Forward P/E | N/A |
| P/B | 2.33 |
| EPS | 2.80 |
Financial Health
| Metric | Value |
|---|---|
| Revenue Growth | 8.0% |
| Profit Margin | 9.7% |
| ROE | 5.3% |
| Debt/Equity | 196.28 |
| Current Ratio | 0.95 |
| Dividend Yield | 3.2% |
| Payout Ratio | N/A |
| Beta | 0.30 |
Trading Data
70.68
Open
70.68
Day High
70.68
Day Low
5.98M
Volume (1.5x avg)
Price Chart (90 Days)
Candlesticks (green=up, red=down)
SMA 20
SMA 50
Bollinger Bands (upper/lower)
Volume (green=buying, red=selling)