Stock comparison
CMS Energy
Xcel Energy
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
CMS
CMS Energy
Market cap
$23.02B
Sector
Utilities
XEL
Xcel Energy
Market cap
$50.62B
Sector
Utilities
Overall winner
Xcel Energy XEL
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | CMS | XEL | Winner |
|---|---|---|---|
| Warren Buffett | 43D | 56D | XEL |
| Benjamin Graham | 58C | 54C | CMS |
| Philip Fisher | 33F | 35D | XEL |
| Peter Lynch | 27F | 53C | XEL |
| Joel Greenblatt | 39D | 45D | XEL |
| Charlie Munger | 41D | 41D | Tie |
| Terry Smith | 26F | 36D | XEL |
Side-by-side metrics
| Metric | CMS | XEL |
|---|---|---|
| Market cap | $23.02B | $50.62B |
| P/E (TTM) | 19.5x | 23.6x |
| EV/EBIT | 23.7x | 29.6x |
| ROIC (TTM) | 3.56% | 3.75% |
| Gross margin | 64.61% | 18.91% |
| Net margin | 12.55% | 14.14% |
| Revenue CAGR 5y | 3.89% | 2.23% |
| EPS CAGR 5y | -6.71% | 3.83% |
| Debt / Equity | 2.0x | 1.6x |
| Dividend yield | 3.11% | 2.92% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
CMS leads on
- Gross margin64.61%vs 18.91%+71%
- Revenue CAGR 5y3.89%vs 2.23%+43%
- EV/EBIT23.7xvs 29.6x+20%
- P/E (TTM)19.5xvs 23.6x+17%
XEL leads on
- EPS CAGR 5y3.83%vs -6.71%+157%
- Market cap$50.62Bvs $23.02B+55%
- Debt / Equity1.6xvs 2.0x+21%
- Net margin14.14%vs 12.55%+11%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.