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Chesapeake Utilities Corp. (CPK) Stock Fundamental Analysis & AI Rating 2026

CPK NYSE Natural Gas Transmisison & Distribution DE CIK: 0000019745
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
78% Conf

📊 CPK Key Takeaways

Revenue: $930.0M
Net Margin: 15.1%
Free Cash Flow: $-214.9M
Current Ratio: 0.45x
Debt/Equity: 0.94x
EPS: $5.97
AI Rating: HOLD with 62% confidence
Chesapeake Utilities Corp. (CPK) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $930.0M, net profit margin of 15.1%, and return on equity (ROE) of 8.8%, Chesapeake Utilities Corp. demonstrates mixed fundamentals in the Energy sector. Below is our complete CPK stock analysis for 2026.

Is Chesapeake Utilities Corp. (CPK) a Good Investment?

Claude

Chesapeake Utilities demonstrates solid profitability with 15.1% net margins and strong operating income, but faces significant headwinds from negative free cash flow of -$214.9M and capital intensity (CapEx at 48% of revenue). The company's utility business model provides stable revenues, though growth is minimal and leverage at 0.94x debt-to-equity warrants monitoring given the capital requirements.

ChatGPT

Chesapeake Utilities shows solid underlying profitability, with strong operating margins and double-digit growth in net income and diluted EPS, which points to a healthy regulated utility earnings base. However, growth quality is constrained by very weak free cash flow, heavy capital spending, thin liquidity, and only moderate interest coverage, making the business fundamentally stable but balance-sheet-sensitive.

Why Buy Chesapeake Utilities Corp. Stock? CPK Key Strengths

Claude
  • + Strong net margin of 15.1% with 18.3% YoY net income growth
  • + Solid operating margin of 27.5% indicating operational efficiency
  • + Manageable leverage with 0.94x debt-to-equity ratio
  • + Robust operating cash flow of $233.7M supporting capital investments
  • + Interest coverage ratio of 3.5x provides adequate debt service capacity
ChatGPT
  • + Operating margin of 27.5% and net margin of 15.1% indicate strong core profitability for a utility
  • + Net income grew 18.3% YoY and diluted EPS rose 13.5% YoY, showing continued earnings expansion
  • + Debt-to-equity of 0.94x is elevated but still manageable relative to the company's equity base and utility business model

CPK Stock Risks: Chesapeake Utilities Corp. Investment Risks

Claude
  • ! Significant negative free cash flow of -$214.9M indicating capital intensity exceeds cash generation
  • ! Very low liquidity with 0.45x current ratio creating potential refinancing risks
  • ! Minimal revenue growth (0.0% YoY) limiting organic expansion potential
  • ! High capital expenditure needs ($448.6M) may constrain flexibility and returns
  • ! Modest ROE of 8.8% and ROA of 3.5% suggest suboptimal asset utilization
ChatGPT
  • ! Free cash flow of -$214.9M shows the company is not self-funding its capital program
  • ! Current and quick ratios of 0.45x indicate weak near-term liquidity
  • ! Interest coverage of 3.5x suggests limited cushion if borrowing costs stay high or earnings soften

Key Metrics to Watch

Claude
  • * Free cash flow trajectory and ability to self-fund capital programs
  • * Current ratio trend and liquidity position amid capital-intensive operations
  • * Revenue growth acceleration and organic expansion rates
  • * Operating cash flow sustainability relative to dividend and debt obligations
  • * Return on equity improvement and capital efficiency metrics
ChatGPT
  • * Free cash flow and capital expenditure intensity
  • * Interest coverage and short-term liquidity ratios

Chesapeake Utilities Corp. (CPK) Financial Metrics & Key Ratios

Revenue
$930.0M
Net Income
$140.3M
EPS (Diluted)
$5.97
Free Cash Flow
$-214.9M
Total Assets
$4.0B
Cash Position
$1.8M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

CPK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 27.5%
Net Margin 15.1%
ROE 8.8%
ROA 3.5%
FCF Margin -23.1%

CPK vs Energy Sector: How Chesapeake Utilities Corp. Compares

How Chesapeake Utilities Corp. compares to Energy sector averages

Net Margin
CPK 15.1%
vs
Sector Avg 12.0%
CPK Sector
ROE
CPK 8.8%
vs
Sector Avg 14.0%
CPK Sector
Current Ratio
CPK 0.4x
vs
Sector Avg 1.3x
CPK Sector
Debt/Equity
CPK 0.9x
vs
Sector Avg 0.6x
CPK Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Chesapeake Utilities Corp. Stock Overvalued? CPK Valuation Analysis 2026

Based on fundamental analysis, Chesapeake Utilities Corp. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
8.8%
Sector avg: 14%
Net Profit Margin
15.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.94x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Chesapeake Utilities Corp. Balance Sheet: CPK Debt, Cash & Liquidity

Current Ratio
0.45x
Quick Ratio
0.45x
Debt/Equity
0.94x
Debt/Assets
0.0%
Interest Coverage
3.53x
Long-term Debt
$1.5B

CPK Revenue & Earnings Growth: 5-Year Financial Trend

CPK 5-year financial data: Year 2021: Revenue $570.0M, Net Income $65.2M, EPS $3.96. Year 2022: Revenue $680.7M, Net Income $71.5M, EPS $4.26. Year 2023: Revenue $680.7M, Net Income $83.5M, EPS $4.73. Year 2024: Revenue $787.2M, Net Income $89.8M, EPS $5.04. Year 2025: Revenue $930.0M, Net Income $87.2M, EPS $4.73.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Chesapeake Utilities Corp.'s revenue has grown significantly by 63% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.73 reflects profitable operations.

CPK Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-23.1%
Free cash flow / Revenue

CPK Quarterly Earnings & Performance

Quarterly financial performance data for Chesapeake Utilities Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $160.2M $17.5M $0.78
Q2 2025 $166.3M $18.2M $0.82
Q1 2025 $245.7M $46.2M $2.07
Q3 2024 $131.5M $9.4M $0.53
Q2 2024 $135.6M $16.1M $0.82
Q1 2024 $218.1M $36.3M $2.04
Q3 2023 $131.1M $9.4M $0.53
Q2 2023 $135.6M $16.1M $0.90

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Chesapeake Utilities Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$233.7M
Cash generated from operations
Stock Buybacks
-$4.5M
Shares repurchased (TTM)
Capital Expenditures
$448.6M
Investment in assets
Dividends Paid
$60.7M
Returned to shareholders

CPK SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Chesapeake Utilities Corp. (CIK: 0000019745)

📋 Recent SEC Filings

Date Form Document Action
Mar 25, 2026 DEF 14A cpk-20260325.htm View →
Mar 24, 2026 8-K cpk-20260324.htm View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772155968.xml View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772150100.xml View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772149854.xml View →

Frequently Asked Questions about CPK

What is the AI rating for CPK?

Chesapeake Utilities Corp. (CPK) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CPK's key strengths?

Claude: Strong net margin of 15.1% with 18.3% YoY net income growth. Solid operating margin of 27.5% indicating operational efficiency. ChatGPT: Operating margin of 27.5% and net margin of 15.1% indicate strong core profitability for a utility. Net income grew 18.3% YoY and diluted EPS rose 13.5% YoY, showing continued earnings expansion.

What are the risks of investing in CPK?

Claude: Significant negative free cash flow of -$214.9M indicating capital intensity exceeds cash generation. Very low liquidity with 0.45x current ratio creating potential refinancing risks. ChatGPT: Free cash flow of -$214.9M shows the company is not self-funding its capital program. Current and quick ratios of 0.45x indicate weak near-term liquidity.

What is CPK's revenue and growth?

Chesapeake Utilities Corp. reported revenue of $930.0M.

Does CPK pay dividends?

Chesapeake Utilities Corp. pays dividends, with $60.7M distributed to shareholders in the trailing twelve months.

Where can I find CPK SEC filings?

Official SEC filings for Chesapeake Utilities Corp. (CIK: 0000019745) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CPK's EPS?

Chesapeake Utilities Corp. has a diluted EPS of $5.97.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CPK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Chesapeake Utilities Corp. has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CPK stock overvalued or undervalued?

Valuation metrics for CPK: ROE of 8.8% (sector avg: 14%), net margin of 15.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CPK stock in 2026?

Our dual AI analysis gives Chesapeake Utilities Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is CPK's free cash flow?

Chesapeake Utilities Corp.'s operating cash flow is $233.7M, with capital expenditures of $448.6M. FCF margin is -23.1%.

How does CPK compare to other Energy stocks?

Vs Energy sector averages: Net margin 15.1% (avg: 12%), ROE 8.8% (avg: 14%), current ratio 0.45 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI