WallStSmart

Chesapeake Utilities Corporation (CPK)vsKenon Holdings (KEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chesapeake Utilities Corporation generates 7% more annual revenue ($930.00M vs $871.93M). CPK leads profitability with a 15.1% profit margin vs 7.6%. CPK trades at a lower P/E of 21.0x. CPK earns a higher WallStSmart Score of 69/100 (B-).

CPK

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 7.5Value: 4.7Quality: 4.3
Piotroski: 4/9Altman Z: 1.03

KEN

Hold

40

out of 100

Grade: F

Growth: 6.7Profit: 4.5Value: 3.0Quality: 7.5
Piotroski: 5/9Altman Z: 2.23
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CPKOvervalued (-13.6%)

Margin of Safety

-13.6%

Fair Value

$114.77

Current Price

$125.13

$10.36 premium

UndervaluedFair: $114.77Overvalued
KENSignificantly Overvalued (-40.1%)

Margin of Safety

-40.1%

Fair Value

$54.44

Current Price

$87.72

$33.28 premium

UndervaluedFair: $54.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CPK4 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.5%8/10

Strong operational efficiency at 28.5%

Revenue GrowthGrowth
20.4%8/10

Revenue surging 20.4% year-over-year

EPS GrowthGrowth
21.1%8/10

Earnings expanding 21.1% YoY

KEN2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
43.1%10/10

Revenue surging 43.1% year-over-year

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

CPK3 concerns · Avg: 2.7/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

Free Cash FlowQuality
$-178.50M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.032/10

Distress zone — elevated risk

KEN4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Profit MarginProfitability
7.6%3/10

7.6% margin — thin

P/E RatioValuation
69.1x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-93.7%2/10

Earnings declined 93.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : CPK

The strongest argument for CPK centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.1% and operating margin at 28.5%. Revenue growth of 20.4% demonstrates continued momentum.

Bull Case : KEN

The strongest argument for KEN centers on Revenue Growth, Price/Book. Revenue growth of 43.1% demonstrates continued momentum.

Bear Case : CPK

The primary concerns for CPK are PEG Ratio, Free Cash Flow, Altman Z-Score.

Bear Case : KEN

The primary concerns for KEN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 69.1x leaves little room for execution misses.

Key Dynamics to Monitor

CPK profiles as a growth stock while KEN is a hypergrowth play — different risk/reward profiles.

CPK carries more volatility with a beta of 0.78 — expect wider price swings.

KEN is growing revenue faster at 43.1% — sustainability is the question.

KEN generates stronger free cash flow (53M), providing more financial flexibility.

Bottom Line

CPK scores higher overall (69/100 vs 40/100), backed by strong 15.1% margins and 20.4% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Chesapeake Utilities Corporation

UTILITIES · UTILITIES - REGULATED GAS · USA

Chesapeake Utilities Corporation is a power supply company. The company is headquartered in Dover, Delaware.

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Kenon Holdings

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.

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