CMS vs. CPK
Compare and contrast key facts about CMS Energy Corporation (CMS) and Chesapeake Utilities Corporation (CPK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMS or CPK.
Key characteristics
| CMS | CPK | |
|---|---|---|
| YTD Return | 4.76% | 1.77% |
| 1Y Return | -0.40% | -14.46% |
| 3Y Return (Ann) | 1.01% | -2.58% |
| 5Y Return (Ann) | 4.91% | 4.87% |
| 10Y Return (Ann) | 10.39% | 11.72% |
| Sharpe Ratio | 0.01 | -0.61 |
| Daily Std Dev | 18.84% | 24.24% |
| Max Drawdown | -91.20% | -39.50% |
| Current Drawdown | -12.65% | -23.55% |
Fundamentals
| CMS | CPK | |
|---|---|---|
| Market Cap | $17.78B | $2.33B |
| EPS | $3.01 | $4.73 |
| PE Ratio | 19.78 | 22.16 |
| PEG Ratio | 2.23 | 2.41 |
| Revenue (TTM) | $7.46B | $670.60M |
| Gross Profit (TTM) | $2.76B | $240.40M |
| EBITDA (TTM) | $2.47B | $238.27M |
Correlation
The correlation between CMS and CPK is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CMS vs. CPK - Performance Comparison
In the year-to-date period, CMS achieves a 4.76% return, which is significantly higher than CPK's 1.77% return. Over the past 10 years, CMS has underperformed CPK with an annualized return of 10.39%, while CPK has yielded a comparatively higher 11.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CMS vs. CPK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CMS Energy Corporation (CMS) and Chesapeake Utilities Corporation (CPK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CMS vs. CPK - Dividend Comparison
CMS's dividend yield for the trailing twelve months is around 3.28%, more than CPK's 2.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMS CMS Energy Corporation | 3.28% | 3.36% | 2.91% | 2.67% | 2.67% | 2.43% | 2.88% | 2.81% | 2.98% | 3.22% | 3.11% | 3.81% |
CPK Chesapeake Utilities Corporation | 2.21% | 2.18% | 1.76% | 1.29% | 1.59% | 1.65% | 1.77% | 1.63% | 1.80% | 2.00% | 2.15% | 2.53% |
Drawdowns
CMS vs. CPK - Drawdown Comparison
The maximum CMS drawdown since its inception was -91.20%, which is greater than CPK's maximum drawdown of -39.50%. Use the drawdown chart below to compare losses from any high point for CMS and CPK. For additional features, visit the drawdowns tool.
Volatility
CMS vs. CPK - Volatility Comparison
The current volatility for CMS Energy Corporation (CMS) is 5.44%, while Chesapeake Utilities Corporation (CPK) has a volatility of 6.98%. This indicates that CMS experiences smaller price fluctuations and is considered to be less risky than CPK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CMS vs. CPK - Financials Comparison
This section allows you to compare key financial metrics between CMS Energy Corporation and Chesapeake Utilities Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities