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AEE or CMS or ED
Which Stock Would AI Choose? Ameren Corporation (AEE) vs. CMS Energy Corporation (CMS) vs. Consolidated Edison, Inc. (ED) Stock Comparison
Key Takeaways
- Ameren Corporation (AEE), CMS Energy Corporation (CMS), and Consolidated Edison, Inc. (ED) are regulated electric and gas utilities with defensive business models sensitive to interest rates and regulatory outcomes.
- In recent market activity, AEE has shown stronger year-to-date total return compared to CMS and ED, reflecting differences in regional load growth exposure and operational execution.
- ED reported robust first-quarter 2026 earnings with reaffirmed full-year guidance, while CMS delivered solid first-quarter results and reaffirmed its adjusted earnings per share (EPS) target range.
- All three stocks offer attractive dividend yields typical of the utilities sector, providing income-focused investors with relative stability amid broader market volatility.
- Recent performance contrasts highlight trade-offs between growth-oriented load expansion (notably for AEE) and steady regulated returns emphasized by CMS and ED.
- Market sentiment remains influenced by sector-wide factors including data center demand, infrastructure spending, and monetary policy expectations.
Introduction
Investors and traders seeking exposure to the utilities sector often evaluate stocks such as Ameren Corporation (AEE), CMS Energy Corporation (CMS), and Consolidated Edison, Inc. (ED) for their regulated cash flows, dividend consistency, and sensitivity to macroeconomic conditions. These companies operate primarily in electric and natural gas distribution, making them relevant for portfolios emphasizing income generation and defensive positioning. This comparison examines their recent relative performance, business characteristics, and market positioning to assist those assessing allocation decisions within the sector.
AEE Overview and Recent Performance
Ameren Corporation (AEE) provides electric and natural gas services primarily in Missouri and Illinois. The company has benefited from accelerating load growth tied to data centers and manufacturing in recent weeks. In recent market activity, AEE delivered approximately 14.5% year-to-date total return, outperforming peers amid favorable regulatory developments and infrastructure investments. Sentiment has been supported by expectations of rising electric demand, with the firm maintaining its long-term EPS compound annual growth rate (CAGR) guidance. Broader utility sector dynamics, including interest rate movements, have also influenced trading patterns.
CMS Overview and Recent Performance
CMS Energy Corporation (CMS) operates regulated electric and natural gas utilities mainly in Michigan. The company reported first-quarter 2026 diluted EPS of $1.10, up from $1.01 in the prior-year period, and reaffirmed its full-year adjusted EPS guidance. In recent market activity, CMS shares traded near $71.99 as of late July 2026, reflecting a more modest year-to-date total return of approximately 4.52%. Performance has been shaped by steady regulated operations and a recently declared quarterly dividend of $0.57 per share. Sector sentiment and macroeconomic factors continue to affect investor positioning in the stock.
ED Overview and Recent Performance
Consolidated Edison, Inc. (ED) delivers electricity, gas, and steam services in New York and surrounding areas. The company posted strong first-quarter 2026 net income and reaffirmed its adjusted EPS guidance range of $6.00 to $6.20 for the full year. In recent market activity, ED shares closed near $108.85 as of July 31, 2026, with a year-to-date total return of 11.38%. A quarterly dividend of 88.75 cents per share was declared, payable in September 2026. Performance reflects stable regulated earnings and upcoming second-quarter results scheduled for early August, within the context of typical utilities sector volatility.
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Head-to-Head Comparison
Ameren Corporation (AEE), CMS Energy Corporation (CMS), and Consolidated Edison, Inc. (ED) share regulated utility business models focused on essential services, yet differ in geographic exposure and growth drivers. AEE stands out for its accelerating load growth from data centers, supporting relatively stronger recent momentum. CMS emphasizes operational stability in its Michigan service territory with consistent earnings delivery. ED benefits from a large, dense urban customer base in the Northeast, contributing to earnings predictability. Valuation sensitivity to interest rates affects all three similarly, while risk factors include regulatory rate decisions and infrastructure costs. Market sentiment has favored stocks with visible load expansion in recent periods, creating trade-offs between growth potential and defensive income characteristics.
Tickeron AI Verdict
Based on observable factors such as trend consistency and relative positioning in recent market activity, Tickeron’s AI may currently favor Ameren Corporation (AEE) due to its stronger year-to-date performance and exposure to accelerating demand. CMS Energy Corporation (CMS) and Consolidated Edison, Inc. (ED) present more moderate momentum profiles alongside reliable regulated returns. This assessment reflects probabilistic evaluation of available data rather than a definitive ranking.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AEE’s FA Score shows that 1 FA rating(s) are green whileCMS’s FA Score has 0 green FA rating(s), and ED’s FA Score reflects 1 green FA rating(s).
- AEE’s FA Score: 1 green, 4 red.
- CMS’s FA Score: 0 green, 5 red.
- ED’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AEE’s TA Score shows that 3 TA indicator(s) are bullish while CMS’s TA Score has 3 bullish TA indicator(s), and ED’s TA Score reflects 3 bullish TA indicator(s).
- AEE’s TA Score: 3 bullish, 6 bearish.
- CMS’s TA Score: 3 bullish, 6 bearish.
- ED’s TA Score: 3 bullish, 6 bearish.
Price Growth
AEE (@Electric Utilities) experienced а -0.70% price change this week, while CMS (@Electric Utilities) price change was -0.54% , and ED (@Electric Utilities) price fluctuated -0.80% for the same time period.
The average weekly price growth across all stocks in the @Electric Utilities industry was -0.29%. For the same industry, the average monthly price growth was -2.54%, and the average quarterly price growth was +1.52%.
Reported Earning Dates
AEE is expected to report earnings on Nov 11, 2026.
CMS is expected to report earnings on Oct 22, 2026.
ED is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Electric Utilities (-0.29% weekly)Electric utilities companies generate, transmit and distribute electricity to businesses/offices and residences. Companies may be owned by the government or investors or public shareholders, or a combination thereof. The industry also includes firms that buy and sell electricity. Companies in this industry typically require significant investments in infrastructure. Many firms in this industry pay substantial and regular dividends to shareholders. However, changes in interest rates (and their impact on debt burdens), natural disasters and changing commodity prices could be factors affecting energy utilities’ profit margins. NextEra Energy, Inc., Duke Energy Corporation, Dominion Energy Inc. and Southern Company are among U.S. electric utilities companies with the largest market capitalizations.
| AEE | CMS | ED | |
| Capitalization | 30.1B | 22.3B | 39.9B |
| EBITDA | 4.17B | 3.3B | 6.35B |
| Gain YTD | 9.928 | 3.375 | 11.483 |
| P/E Ratio | 19.16 | 21.36 | 17.76 |
| Revenue | 8.88B | 8.81B | 17.2B |
| Total Cash | N/A | N/A | 147M |
| Total Debt | 21.3B | 19.3B | 27.2B |
AEE | CMS | ED | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 70 | 58 | 71 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 64 Fair valued | 60 Fair valued | |
PROFIT vs RISK RATING 1..100 | 32 | 46 | 17 | |
SMR RATING 1..100 | 66 | 67 | 76 | |
PRICE GROWTH RATING 1..100 | 56 | 60 | 53 | |
P/E GROWTH RATING 1..100 | 69 | 55 | 60 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ED's Valuation (60) in the Electric Utilities industry is in the same range as CMS (64) and is in the same range as AEE (77). This means that ED's stock grew similarly to CMS’s and similarly to AEE’s over the last 12 months.
ED's Profit vs Risk Rating (17) in the Electric Utilities industry is in the same range as AEE (32) and is in the same range as CMS (46). This means that ED's stock grew similarly to AEE’s and similarly to CMS’s over the last 12 months.
AEE's SMR Rating (66) in the Electric Utilities industry is in the same range as CMS (67) and is in the same range as ED (76). This means that AEE's stock grew similarly to CMS’s and similarly to ED’s over the last 12 months.
ED's Price Growth Rating (53) in the Electric Utilities industry is in the same range as AEE (56) and is in the same range as CMS (60). This means that ED's stock grew similarly to AEE’s and similarly to CMS’s over the last 12 months.
CMS's P/E Growth Rating (55) in the Electric Utilities industry is in the same range as ED (60) and is in the same range as AEE (69). This means that CMS's stock grew similarly to ED’s and similarly to AEE’s over the last 12 months.
| AEE | CMS | ED | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 65% | 4 days ago 51% |
| Stochastic ODDS (%) | 2 days ago 47% | 2 days ago 54% | 2 days ago 53% |
| Momentum ODDS (%) | 2 days ago 41% | 2 days ago 41% | 2 days ago 43% |
| MACD ODDS (%) | 2 days ago 47% | 2 days ago 43% | 2 days ago 45% |
| TrendWeek ODDS (%) | 2 days ago 40% | 2 days ago 40% | 2 days ago 37% |
| TrendMonth ODDS (%) | 2 days ago 39% | 2 days ago 38% | 2 days ago 36% |
| Advances ODDS (%) | 16 days ago 47% | 16 days ago 49% | 11 days ago 53% |
| Declines ODDS (%) | 4 days ago 38% | 4 days ago 42% | 6 days ago 42% |
| BollingerBands ODDS (%) | 2 days ago 48% | N/A | 2 days ago 65% |
| Aroon ODDS (%) | 2 days ago 30% | 2 days ago 30% | 2 days ago 23% |
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CMS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CMS has been closely correlated with DTE. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMS jumps, then DTE could also see price increases.