COMP <GO>
CMS vs EVRG // 10Y YIELD & FRED MACRO BETA
CMS Energy Corporation (NYSE) VS. Evergy Inc. (NASDAQ) • 15-METRIC TALLY: CMS 8
— EVRG 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: CMS
LAST: $70.76 (+0.94%) • MKT CAP: $21.99B
macro-sensitivity
0.73
LAST: $86.55 (+0.72%) • MKT CAP: $19.81B
macro-sensitivity
0.58
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CMS VS. EVRG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CMS | EVRG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | 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 | 8.4x | +10.70 | EVRG | /valuation <GO> |
| Free Cash Flow Yield | 8.54% | -3.82% | +12.36 | CMS | /fcf-yield <GO> |
| Operating Margin | 20.80% | 26.90% | -6.10 | EVRG | /operating-margins <GO> |
| Net Profit Margin | 12.90% | 15.00% | -2.10 | EVRG | /net-margins <GO> |
| Revenue Growth (YoY) | 13.50% | 0.00% | +13.50 | CMS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 3.11% | +0.29 | CMS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.12 | 1.10 | +0.02 | CMS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | CMS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.5 | 65.0 | -2.50 | EVRG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.73 | 0.58 | +0.15 | CMS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.1x | 21.4x | -4.30 | CMS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.99B | $19.81B | $2.17B | CMS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CMS REV | EVRG REV | CMS GROSS % | EVRG GROSS % | CMS FCF | EVRG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.30B | $5.71B | — | — | $1.86B | -$751.7M |
| FY 2024 | $7.32B | $5.70B | — | — | $2.04B | -$352.9M |
| FY 2023 | $7.26B | $5.35B | — | — | $1.98B | $1.74B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CMS // BETA 0.73
EVRG // BETA 0.58