WallStSmart

Constellation Energy Corp (CEG)vsCMS Energy Corporation (CMS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Constellation Energy Corp generates 255% more annual revenue ($31.27B vs $8.81B). CMS leads profitability with a 11.6% profit margin vs 11.1%. CMS appears more attractively valued with a PEG of 2.36. CEG earns a higher WallStSmart Score of 52/100 (C-).

CEG

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 6.0Value: 4.3Quality: 5.0
Piotroski: 5/9Altman Z: 1.12

CMS

Hold

48

out of 100

Grade: D+

Growth: 2.0Profit: 6.0Value: 5.0Quality: 3.5
Piotroski: 4/9Altman Z: 0.65

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CEG3 strengths · Avg: 8.3/10
Market CapQuality
$101.32B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.0%8/10

Revenue surging 23.0% year-over-year

CMS1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

CEG4 concerns · Avg: 2.5/10
P/E RatioValuation
27.9x4/10

Moderate valuation

PEG RatioValuation
3.742/10

Expensive relative to growth rate

EPS GrowthGrowth
-46.8%2/10

Earnings declined 46.8%

Free Cash FlowQuality
$-118.00M2/10

Negative free cash flow — burning cash

CMS4 concerns · Avg: 2.8/10
PEG RatioValuation
2.364/10

Expensive relative to growth rate

Debt/EquityHealth
1.973/10

Elevated debt levels

Revenue GrowthGrowth
-0.5%2/10

Revenue declined 0.5%

EPS GrowthGrowth
-43.9%2/10

Earnings declined 43.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : CEG

The strongest argument for CEG centers on Market Cap, Price/Book, Revenue Growth. Revenue growth of 23.0% demonstrates continued momentum.

Bull Case : CMS

The strongest argument for CMS centers on Price/Book.

Bear Case : CEG

The primary concerns for CEG are P/E Ratio, PEG Ratio, EPS Growth.

Bear Case : CMS

The primary concerns for CMS are PEG Ratio, Debt/Equity, Revenue Growth. Debt-to-equity of 1.97 is elevated, increasing financial risk.

Key Dynamics to Monitor

CEG profiles as a growth stock while CMS is a declining play — different risk/reward profiles.

CEG carries more volatility with a beta of 1.12 — expect wider price swings.

CEG is growing revenue faster at 23.0% — sustainability is the question.

CEG generates stronger free cash flow (-118M), providing more financial flexibility.

Bottom Line

CEG scores higher overall (52/100 vs 48/100) and 23.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Constellation Energy Corp

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Constellation Energy Corporation is an energy producer in the United States. The company is headquartered in Baltimore, Maryland.

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CMS Energy Corporation

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

CMS Energy (NYSE: CMS), based in Jackson, Michigan, is an energy company that is focused principally on utility operations in Michigan.

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