CPK vs. SO
CPK (Chesapeake Utilities Corporation) and SO (The Southern Company) are both stocks. Both are in the Utilities sector — CPK in Utilities - Regulated Gas, SO in Utilities - Regulated Electric. Over the past 10 years, CPK returned 9.34%/yr vs 10.77%/yr for SO. At a 0.25 correlation, their price movements are largely independent.
Performance
CPK vs. SO - Performance Comparison
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Returns By Period
In the year-to-date period, CPK achieves a -0.45% return, which is significantly lower than SO's 10.02% return. Over the past 10 years, CPK has underperformed SO with an annualized return of 9.34%, while SO has yielded a comparatively higher 10.77% annualized return.
CPK
- 1D
- 1.01%
- 1M
- -0.98%
- YTD
- -0.45%
- 6M
- -1.95%
- 1Y
- 5.77%
- 3Y*
- 0.97%
- 5Y*
- 2.45%
- 10Y*
- 9.34%
SO
- 1D
- 1.22%
- 1M
- 2.86%
- YTD
- 10.02%
- 6M
- 13.62%
- 1Y
- 7.91%
- 3Y*
- 14.19%
- 5Y*
- 12.20%
- 10Y*
- 10.77%
CPK vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPK Chesapeake Utilities Corporation | -0.45% | 5.07% | 17.44% | -8.83% | -17.61% | 36.78% | 15.15% | 19.88% | 5.37% | 19.34% |
SO The Southern Company | 10.02% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Correlation
The correlation between CPK and SO is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.25 |
Over the past year, CPK and SO have become more correlated (0.52) than their long-term average of 0.25, meaning their price movements have been converging.
Fundamentals
CPK:
$2.97B
SO:
$106.03B
CPK:
$3.21
SO:
$3.92
CPK:
38.50
SO:
23.98
CPK:
6.11
SO:
1.49
CPK:
4.93
SO:
3.47
CPK:
1.80K
SO:
2.86
CPK:
$586.05M
SO:
$30.17B
CPK:
$313.50M
SO:
$13.01B
CPK:
$224.92M
SO:
$14.44B
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Return for Risk
CPK vs. SO — Risk / Return Rank
CPK
SO
CPK vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chesapeake Utilities Corporation (CPK) and The Southern Company (SO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CPK | SO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.10 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.53 | -0.19 |
| Martin ratioReturn relative to average drawdown | 0.70 | 1.24 | -0.54 |
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Drawdowns
CPK vs. SO - Drawdown Comparison
The maximum CPK drawdown since its inception was -44.54%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for CPK and SO.
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Drawdown Indicators
| CPK | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -38.43% | -6.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -14.99% | +2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -31.17% | -14.99% | -16.18% |
Max Drawdown (5Y)Largest decline over 5 years | -38.67% | -23.28% | -15.39% |
Max Drawdown (10Y)Largest decline over 10 years | -38.67% | -38.43% | -0.24% |
Current DrawdownCurrent decline from peak | -10.20% | -3.95% | -6.25% |
Average DrawdownAverage peak-to-trough decline | -8.82% | -6.87% | -1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.14% | 6.39% | -0.25% |
Volatility
CPK vs. SO - Volatility Comparison
Chesapeake Utilities Corporation (CPK) and The Southern Company (SO) have volatilities of 6.17% and 6.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPK | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 6.03% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 13.07% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 16.21% | +2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.79% | 18.67% | +4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.65% | 21.96% | +4.69% |
Dividends
CPK vs. SO - Dividend Comparison
CPK's dividend yield for the trailing twelve months is around 2.22%, less than SO's 3.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPK Chesapeake Utilities Corporation | 2.22% | 2.16% | 2.07% | 2.18% | 1.76% | 1.29% | 1.59% | 1.65% | 1.77% | 1.63% | 1.80% | 2.00% |
SO The Southern Company | 3.60% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
Financials
CPK vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Chesapeake Utilities Corporation and The Southern Company. 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
CPK vs. SO - Profitability Comparison
CPK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Chesapeake Utilities Corporation reported a gross profit of 0.00 and revenue of 353.10K. Therefore, the gross margin over that period was 0.0%.
SO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Southern Company reported a gross profit of 3.90B and revenue of 8.40B. Therefore, the gross margin over that period was 46.5%.
CPK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Chesapeake Utilities Corporation reported an operating income of 99.40K and revenue of 353.10K, resulting in an operating margin of 28.2%.
SO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Southern Company reported an operating income of 2.02B and revenue of 8.40B, resulting in an operating margin of 24.0%.
CPK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Chesapeake Utilities Corporation reported a net income of 59.30K and revenue of 353.10K, resulting in a net margin of 16.8%.
SO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Southern Company reported a net income of 1.36B and revenue of 8.40B, resulting in a net margin of 16.2%.
Frequently Asked Questions
CPK and SO have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CPK has higher volatility (6.17%) compared to SO (6.03%). In terms of maximum drawdown, CPK dropped -44.54% vs SO's -38.43%.
SO currently has the higher Sharpe Ratio (0.49 vs 0.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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