CMS vs. CPK
Compare and contrast key facts about CMS Energy Corporation (CMS) and Chesapeake Utilities Corporation (CPK).
Performance
CMS vs. CPK - Performance Comparison
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CMS vs. CPK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMS CMS Energy Corporation | 11.77% | 8.13% | 18.60% | -5.21% | 0.84% | 9.71% | -0.32% | 30.04% | 8.25% | 17.03% |
CPK Chesapeake Utilities Corporation | 1.82% | 5.07% | 17.44% | -8.83% | -17.61% | 36.78% | 15.15% | 19.88% | 5.37% | 19.34% |
Fundamentals
CMS:
$23.31B
CPK:
$2.97B
CMS:
$3.57
CPK:
$5.97
CMS:
21.73
CPK:
21.17
CMS:
2.73
CPK:
2.42
CMS:
$8.54B
CPK:
$1.23B
CMS:
$2.35B
CPK:
$397.40M
CMS:
$2.95B
CPK:
$357.20M
Returns By Period
In the year-to-date period, CMS achieves a 11.77% return, which is significantly higher than CPK's 1.82% return. Both investments have delivered pretty close results over the past 10 years, with CMS having a 9.41% annualized return and CPK not far behind at 9.36%.
CMS
- 1D
- 0.48%
- 1M
- -0.63%
- YTD
- 11.77%
- 6M
- 7.50%
- 1Y
- 6.41%
- 3Y*
- 11.62%
- 5Y*
- 8.32%
- 10Y*
- 9.41%
CPK
- 1D
- 0.17%
- 1M
- -6.57%
- YTD
- 1.82%
- 6M
- -5.17%
- 1Y
- 0.57%
- 3Y*
- 1.74%
- 5Y*
- 3.74%
- 10Y*
- 9.36%
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Return for Risk
CMS vs. CPK — Risk / Return Rank
CMS
CPK
CMS vs. CPK - Risk-Adjusted Trends 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.
| CMS | CPK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.03 | +0.36 |
Sortino ratioReturn per unit of downside risk | 0.62 | 0.18 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.02 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.06 | +0.85 |
Martin ratioReturn relative to average drawdown | 1.70 | 0.12 | +1.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CMS | CPK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.03 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.16 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.35 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.33 | +0.02 |
Correlation
The correlation between CMS and CPK is 0.28, 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.
Dividends
CMS vs. CPK - Dividend Comparison
CMS's dividend yield for the trailing twelve months is around 2.83%, more than CPK's 2.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMS CMS Energy Corporation | 2.83% | 3.10% | 3.09% | 3.36% | 3.62% | 2.67% | 2.67% | 2.43% | 2.88% | 2.81% | 2.98% | 3.22% |
CPK Chesapeake Utilities Corporation | 2.17% | 2.16% | 2.07% | 2.18% | 1.76% | 1.29% | 1.59% | 1.65% | 1.77% | 1.63% | 1.80% | 2.00% |
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 -44.54%. Use the drawdown chart below to compare losses from any high point for CMS and CPK.
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Drawdown Indicators
| CMS | CPK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.20% | -44.54% | -46.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.51% | -14.39% | +5.88% |
Max Drawdown (5Y)Largest decline over 5 years | -27.56% | -38.67% | +11.11% |
Max Drawdown (10Y)Largest decline over 10 years | -29.55% | -38.67% | +9.12% |
Current DrawdownCurrent decline from peak | -0.91% | -8.15% | +7.24% |
Average DrawdownAverage peak-to-trough decline | -27.45% | -8.82% | -18.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.55% | 7.42% | -2.87% |
Volatility
CMS vs. CPK - Volatility Comparison
The current volatility for CMS Energy Corporation (CMS) is 5.46%, while Chesapeake Utilities Corporation (CPK) has a volatility of 6.87%. 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.
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Volatility by Period
| CMS | CPK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 6.87% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 11.15% | 13.89% | -2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 20.57% | -3.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.83% | 22.81% | -3.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 26.71% | -6.06% |
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
CMS vs. CPK - Profitability Comparison
CMS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CMS Energy Corporation reported a gross profit of 0.00 and revenue of 2.23B. Therefore, the gross margin over that period was 0.0%.
CPK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Chesapeake Utilities Corporation reported a gross profit of 119.00M and revenue of 557.30M. Therefore, the gross margin over that period was 21.4%.
CMS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CMS Energy Corporation reported an operating income of 435.00M and revenue of 2.23B, resulting in an operating margin of 19.5%.
CPK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Chesapeake Utilities Corporation reported an operating income of 73.80M and revenue of 557.30M, resulting in an operating margin of 13.2%.
CMS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CMS Energy Corporation reported a net income of 289.00M and revenue of 2.23B, resulting in a net margin of 12.9%.
CPK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Chesapeake Utilities Corporation reported a net income of 46.10M and revenue of 557.30M, resulting in a net margin of 8.3%.