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CMS vs. CPK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


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Performance

CMS vs. CPK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CMS Energy Corporation (CMS) and Chesapeake Utilities Corporation (CPK). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

CMS:

0.94

CPK:

0.53

Sortino Ratio

CMS:

1.26

CPK:

0.79

Omega Ratio

CMS:

1.16

CPK:

1.09

Calmar Ratio

CMS:

1.08

CPK:

0.40

Martin Ratio

CMS:

3.74

CPK:

2.07

Ulcer Index

CMS:

4.11%

CPK:

4.91%

Daily Std Dev

CMS:

17.71%

CPK:

21.65%

Max Drawdown

CMS:

-91.20%

CPK:

-38.67%

Current Drawdown

CMS:

-5.59%

CPK:

-10.63%

Fundamentals

Market Cap

CMS:

$21.53B

CPK:

$2.92B

EPS

CMS:

$3.38

CPK:

$5.40

PE Ratio

CMS:

21.30

CPK:

23.16

PEG Ratio

CMS:

2.92

CPK:

2.40

PS Ratio

CMS:

2.77

CPK:

3.47

PB Ratio

CMS:

2.65

CPK:

2.01

Total Revenue (TTM)

CMS:

$7.79B

CPK:

$839.99M

Gross Profit (TTM)

CMS:

$3.05B

CPK:

$328.65M

EBITDA (TTM)

CMS:

$3.15B

CPK:

$308.95M

Returns By Period

In the year-to-date period, CMS achieves a 7.80% return, which is significantly higher than CPK's 1.31% return. Both investments have delivered pretty close results over the past 10 years, with CMS having a 10.81% annualized return and CPK not far ahead at 11.01%.


CMS

YTD

7.80%

1M

-1.12%

6M

4.86%

1Y

16.54%

3Y*

4.21%

5Y*

8.17%

10Y*

10.81%

CPK

YTD

1.31%

1M

-8.51%

6M

-4.23%

1Y

11.31%

3Y*

-0.32%

5Y*

7.86%

10Y*

11.01%

*Annualized

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CMS Energy Corporation

Chesapeake Utilities Corporation

Risk-Adjusted Performance

CMS vs. CPK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CMS
The Risk-Adjusted Performance Rank of CMS is 7878
Overall Rank
The Sharpe Ratio Rank of CMS is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of CMS is 7272
Sortino Ratio Rank
The Omega Ratio Rank of CMS is 7070
Omega Ratio Rank
The Calmar Ratio Rank of CMS is 8585
Calmar Ratio Rank
The Martin Ratio Rank of CMS is 8282
Martin Ratio Rank

CPK
The Risk-Adjusted Performance Rank of CPK is 6666
Overall Rank
The Sharpe Ratio Rank of CPK is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of CPK is 6060
Sortino Ratio Rank
The Omega Ratio Rank of CPK is 5757
Omega Ratio Rank
The Calmar Ratio Rank of CPK is 6969
Calmar Ratio Rank
The Martin Ratio Rank of CPK is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current CMS Sharpe Ratio is 0.94, which is higher than the CPK Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of CMS and CPK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

CMS vs. CPK - Dividend Comparison

CMS's dividend yield for the trailing twelve months is around 2.99%, more than CPK's 2.09% yield.


TTM20242023202220212020201920182017201620152014
CMS
CMS Energy Corporation
2.99%3.09%3.36%2.91%2.67%2.67%2.43%2.88%2.81%2.98%3.22%3.11%
CPK
Chesapeake Utilities Corporation
2.09%2.07%2.18%1.76%1.29%1.59%1.65%1.77%1.63%1.80%2.00%2.15%

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 -38.67%. Use the drawdown chart below to compare losses from any high point for CMS and CPK. For additional features, visit the drawdowns tool.


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Volatility

CMS vs. CPK - Volatility Comparison

The current volatility for CMS Energy Corporation (CMS) is 6.47%, while Chesapeake Utilities Corporation (CPK) has a volatility of 8.55%. 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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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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B20212022202320242025
2.45B
298.70M
(CMS) Total Revenue
(CPK) Total Revenue
Values in USD except per share items

CMS vs. CPK - Profitability Comparison

The chart below illustrates the profitability comparison between CMS Energy Corporation and Chesapeake Utilities Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%40.0%45.0%20212022202320242025
42.7%
39.8%
(CMS) Gross Margin
(CPK) Gross Margin
CMS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CMS Energy Corporation reported a gross profit of 1.04B and revenue of 2.45B. Therefore, the gross margin over that period was 42.7%.

CPK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chesapeake Utilities Corporation reported a gross profit of 119.00M and revenue of 298.70M. Therefore, the gross margin over that period was 39.8%.

CMS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CMS Energy Corporation reported an operating income of 494.00M and revenue of 2.45B, resulting in an operating margin of 20.2%.

CPK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chesapeake Utilities Corporation reported an operating income of 86.80M and revenue of 298.70M, resulting in an operating margin of 29.1%.

CMS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CMS Energy Corporation reported a net income of 304.00M and revenue of 2.45B, resulting in a net margin of 12.4%.

CPK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chesapeake Utilities Corporation reported a net income of 50.90M and revenue of 298.70M, resulting in a net margin of 17.0%.


Competitive Comparison

CMS - CMS Energy Corporation
CPK - Chesapeake Utilities Corporation

See how gross margin, operating margin, and net margin compare for the largest companies in the Utilities - Regulated Electric industry.

SymbolNameMarket CapGross MarginOperating MarginNet Margin
NTPC.NSNTPC Limited3.32T42.7%20.8%11.2%
POWERGRID.NSPower Grid Corporation of India Limited2.80T57.3%33.8%
CEZ.PRCez A.S.649.00B56.5%28.5%13.7%
IRAO.MEPublic Joint Stock Company Inter RAO UES438.69B
FEES.MEPublic Joint-Stock Company Federal Grid Company of Unified Energy System267.27B
CESC.NSCESC Limited230.86B43.7%-24.8%9.6%
0002.HKCLP Holdings168.26B
NEENextEra Energy, Inc.153.18B100.0%36.1%13.3%
1038.HKCK Infrastructure Holdings Ltd131.65B
SOThe Southern Company99.93B48.1%25.9%17.2%

CMS vs. CPK - Valuation Comparison

The chart below illustrates the valuation comparison between CMS Energy Corporation and Chesapeake Utilities Corporation over time, highlighting four key metrics: Price-to-Earnings (P/E) Ratio, Price/Earnings to Growth (PEG) Ratio, Price-to-Sales (P/S) Ratio, and Price-to-Book (P/B) Ratio.

CMS - PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for CMS, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, CMS has a P/E ratio of 21.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

CPK - PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for CPK, comparing it with other companies in the Utilities - Regulated Gas industry. Currently, CPK has a P/E ratio of 23.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

CMS - PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for CMS compared to other companies in the Utilities - Regulated Electric industry. CMS currently has a PEG ratio of 2.9. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

CPK - PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for CPK compared to other companies in the Utilities - Regulated Gas industry. CPK currently has a PEG ratio of 2.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

CMS - PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for CMS relative to other companies in the Utilities - Regulated Electric industry. Currently, CMS has a P/S ratio of 2.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

CPK - PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for CPK relative to other companies in the Utilities - Regulated Gas industry. Currently, CPK has a P/S ratio of 3.5. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

CMS - PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for CMS in comparison with other companies in the Utilities - Regulated Electric industry. Currently, CMS has a P/B value of 2.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

CPK - PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for CPK in comparison with other companies in the Utilities - Regulated Gas industry. Currently, CPK has a P/B value of 2.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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