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CMS vs NI

CMS
CMS Energy Corporation
NEUTRAL
Price
$75.92
Market Cap
$23.38B
Sector
Utilities
AI Confidence
85%
NI
NiSource Inc.
NEUTRAL
Price
$48.28
Market Cap
$23.1B
Sector
Utilities
AI Confidence
85%

Valuation

P/E Ratio
CMS
21.03
NI
24.76
Forward P/E
CMS
18.19
NI
21.61
P/B Ratio
CMS
2.61
NI
2.44
P/S Ratio
CMS
2.74
NI
3.48
EV/EBITDA
CMS
14.08
NI
14.35

Profitability

Gross Margin
CMS
41.53%
NI
50.61%
Operating Margin
CMS
21.68%
NI
26.97%
Profit Margin
CMS
12.54%
NI
13.99%
ROE
CMS
10.86%
NI
9.07%
ROA
CMS
3.15%
NI
3.37%

Growth

Revenue Growth
CMS
12.3%
NI
19.8%
Earnings Growth
CMS
6.6%
NI
11.1%

Financial Health

Debt/Equity
CMS
1.95
NI
1.39
Current Ratio
CMS
0.98
NI
0.69
Quick Ratio
CMS
0.52
NI
0.4

Dividends

Dividend Yield
CMS
3.0%
NI
2.49%
Payout Ratio
CMS
61.56%
NI
57.44%

AI Verdict

CMS NEUTRAL

CMS shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Company has established market presence
Risks
Premium vs Graham Number ($48.63)
NI NEUTRAL

NiSource Inc. presents a dichotomy between strong operational performance and deteriorating technical/insider signals. While the Piotroski F-Score of 4/9 indicates stable financial health and the company exhibits superior profit margins and revenue growth compared to the utility sector average, the stock is currently trading at a premium to both its Graham Number ($29.44) and Intrinsic Value ($46.12). Strong earnings beats are offset by poor liquidity ratios and a bearish technical trend, suggesting the stock may be overextended at current levels.

Strengths
Strong revenue growth (19.80% YoY) exceeding sector average
Superior profit margins (13.99%) compared to sector average (7.21%)
Consistent earnings track record with 3/4 recent beats and long-term surprise history
Risks
Poor short-term liquidity with a Current Ratio of 0.69 and Quick Ratio of 0.40
High PEG ratio (2.76) suggesting overvaluation relative to earnings growth
Bearish insider sentiment with selling from the CFO and General Counsel

Compare Another Pair

CMS vs NI: Head-to-Head Comparison

This page compares CMS Energy Corporation (CMS) and NiSource Inc. (NI) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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