COMP <GO>
CMS vs DUK // FREE CASH FLOW YIELD
CMS Energy Corporation (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: CMS 6
— DUK 6
▲ FREE CASH FLOW YIELD LEADER: CMS
LAST: $70.10 (+0.83%) • MKT CAP: $21.80B
fcf-yield
8.54%
LAST: $127.39 (+1.18%) • MKT CAP: $98.16B
fcf-yield
-1.73%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CMS VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CMS | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.20% | 5.20% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.1x | 8.7x | +10.40 | DUK | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 8.54% | -1.73% | +10.27 | CMS | /fcf-yield <GO> |
| Operating Margin | 20.80% | 31.40% | -10.60 | DUK | /operating-margins <GO> |
| Net Profit Margin | 12.90% | 18.10% | -5.20 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 13.50% | 3.30% | +10.20 | CMS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 3.40% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.12 | 0.89 | +0.23 | CMS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | CMS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.00% | 6.10% | -0.10 | CMS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.7 | 69.7 | -5.95 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.73 | 0.76 | -0.03 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.1x | 18.4x | -1.30 | CMS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.80B | $98.16B | -$76.36B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CMS REV | DUK REV | CMS GROSS % | DUK GROSS % | CMS FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.30B | $0 | 44.0% | — | $1.86B | -$1.69B |
| FY 2024 | $7.32B | $0 | 44.0% | — | $2.04B | $48.0M |
| FY 2023 | $7.26B | $0 | 44.0% | — | $1.98B | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CMS // BETA 0.73
DUK // BETA 0.76