HomeCompareCMS vs NUE

CMS vs NUE: Dividend Comparison 2026

CMS yields 2.85% · NUE yields 1.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CMS wins by $25.2K in total portfolio value
10 years
CMS
CMS
● Live price
2.85%
Share price
$76.99
Annual div
$2.20
5Y div CAGR
34.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$61.9K
Annual income
$13,671.42
Full CMS calculator →
NUE
NUE
● Live price
1.33%
Share price
$166.43
Annual div
$2.21
5Y div CAGR
36.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$4,961.70
Full NUE calculator →

Portfolio growth — CMS vs NUE

📍 CMS pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCMSNUE
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, CMS + NUE cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CMS pays
NUE pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CMS
Annual income on $10K today (after 15% tax)
$242.61/yr
After 10yr DRIP, annual income (after tax)
$11,620.71/yr
NUE
Annual income on $10K today (after 15% tax)
$112.87/yr
After 10yr DRIP, annual income (after tax)
$4,217.45/yr
At 15% tax rate, CMS beats the other by $7,403.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CMS + NUE for your $10,000?

CMS: 50%NUE: 50%
100% NUE50/50100% CMS
Portfolio after 10yr
$49.3K
Annual income
$9,316.56/yr
Blended yield
18.88%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CMS right now

CMS
Analyst Ratings
17
Buy
12
Hold
Consensus: Buy
Price Target
$79.63
+3.4% upside vs current
Range: $77.00 — $82.00
Altman Z
0.9
Piotroski
7/9
NUE
Analyst Ratings
18
Buy
11
Hold
3
Sell
Consensus: Buy
Price Target
$179.67
+8.0% upside vs current
Range: $176.00 — $183.00
Altman Z
4.4
Piotroski
8/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CMS buys
8
NUE buys
8
PoliticianChamberTickerTypeAmountDate
Julie Johnson🏢 House$CMS▼ Sell$1,001 - $15,0002025-12-18
Julie Johnson🏢 House$CMS▼ Sell$1,001 - $15,0002025-12-09
Julie Johnson🏢 House$CMS▼ Sell$1,001 - $15,0002025-11-13
Ro Khanna🏢 House$CMS▲ Buy$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$CMS▲ Buy$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$CMS▲ Buy$1,001 - $15,0002025-10-30
Julie Johnson🏢 House$CMS▼ Sell$1,001 - $15,0002025-08-14
Rob Bresnahan🏢 House$NUE▼ Sell$1,001 - $15,0002025-05-15
Michael McCaul🏢 House$NUE▲ Buy$100,001 - $250,0002025-05-12
Michael McCaul🏢 House$NUE▲ Buy$100,001 - $250,0002025-04-10
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCMSNUE
Forward yield2.85%1.33%
Annual dividend / share$2.20$2.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR34.6%36.9%
Portfolio after 10y$61.9K$36.8K
Annual income after 10y$13,671.42$4,961.70
Total dividends collected$37.1K$14.8K
Payment frequencyquarterlyquarterly
SectorUtilitiesMaterials
Analyst consensusBuyBuy
Analyst price target$79.63$179.67

Year-by-year: CMS vs NUE ($10,000, DRIP)

YearCMS PortfolioCMS Income/yrNUE PortfolioNUE Income/yrGap
1← crossover$11,084$384.18$10,882$181.79+$202.00CMS
2$12,396$535.68$11,897$253.10+$499.00CMS
3$14,017$753.59$13,083$354.02+$934.00CMS
4$16,070$1,071.96$14,497$498.13+$1.6KCMS
5$18,741$1,545.99$16,218$706.21+$2.5KCMS
6$22,321$2,267.99$18,364$1,010.81+$4.0KCMS
7$27,281$3,397.98$21,114$1,464.40+$6.2KCMS
8$34,416$5,224.39$24,747$2,154.17+$9.7KCMS
9$45,115$8,290.57$29,709$3,230.25+$15.4KCMS
10$61,945$13,671.42$36,750$4,961.70+$25.2KCMS

CMS vs NUE: Complete Analysis 2026

CMSUtilities

CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and Enterprises. The Electric Utility segment is involved in the generation, purchase, transmission, distribution, and sale of electricity. This segment generates electricity through coal, wind, gas, renewable energy, oil, and nuclear sources. Its distribution system comprises 208 miles of high-voltage distribution overhead lines; 4 miles of high-voltage distribution underground lines; 4,428 miles of high-voltage distribution overhead lines; 19 miles of high-voltage distribution underground lines; 82,474 miles of electric distribution overhead lines; 9,395 miles of underground distribution lines; 1,093 substations; and 3 battery facilities. The Gas Utility segment engages in the purchase, transmission, storage, distribution, and sale of natural gas, which includes 2,392 miles of transmission lines; 15 gas storage fields; 28,065 miles of distribution mains; and 8 compressor stations. The Enterprises segment is involved in the independent power production and marketing, including the development and operation of renewable generation. It serves 1.9 million electric and 1.8 million gas customers, including residential, commercial, and diversified industrial customers. The company was incorporated in 1987 and is headquartered in Jackson, Michigan.

Full CMS Calculator →

NUEMaterials

Nucor Corporation manufactures and sells steel and steel products. The company's Steel Mills segment produces hot-rolled, cold-rolled, and galvanized sheet steel products; plate steel products; wide-flange beams, beam blanks, and H-piling and sheet piling products; and bar steel products, such as blooms, billets, concrete reinforcing and merchant bars, and special bar quality products. It also engages in the steel trading and rebar distribution businesses. This segment sells its products to steel service centers, fabricators, and manufacturers in the United States, Canada, and Mexico. Its Steel Products segment offers hollow structural section steel tubing products, electrical conduits, steel racking, steel joists and joist girders, steel decks, fabricated concrete reinforcing steel products, cold finished steel products, steel fasteners, metal building systems, insulated metal panels, steel grating and expanded metal products, and wire and wire mesh products primarily for use in nonresidential construction applications. This segment also engages in the piling distribution business. The company's Raw Materials segment produces direct reduced iron (DRI); brokers ferrous and nonferrous metals, pig iron, hot briquetted iron, and DRI; supplies ferro-alloys; and processes ferrous and nonferrous scrap metal, as well as engages in the natural gas drilling operations. This segment sells its ferrous scrap to electric arc furnace steel mills and foundries for manufacturing process; and nonferrous scrap metal to aluminum can producers, secondary aluminum smelters, steel mills and other processors, and consumers of various nonferrous metals. It serves agriculture, automotive, construction, energy and transmission, oil and gas, heavy equipment, infrastructure, and transportation industries through its in-house sales force; and internal distribution and trading companies. Nucor Corporation was incorporated in 1958 and is based in Charlotte, North Carolina.

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.